OpenAI, every mention
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every year anyone John Coogan 860Jordi Hays 317Dylan Patel 26Sam Altman 16Peter Steinberger 15Will Depue 14Mike Knoop 13Tyler Hogge 11Brad Gerstner 11Tyler Cosgrove 10
Verbatim, from the transcripts: the passages where OpenAI comes up
The SaaSpocalypse Is Over
- ▶ 14:24 John Coogan And then you're going to be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.
The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN
- ▶ 3:26 Jordi Hays Uh, we, we came out of the world where we were like, okay, there's DeepMind, there's Google, there's OpenAI. 6 times in the scene
- ▶ 16:20 Jordi Hays You can see this with the insane, silly fees people are paying for Anthropics, SpaceX, and OpenAI SPVs.
- ▶ 22:51 Jordi Hays So Anthropic is responding to the open claw, open AI news. 2 times in the scene
- ▶ 28:52 Jordi Hays Open AI and Anthropic are like Godzilla.
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
- ▶ 2:28 John Coogan There's this discussion, I, I saw a person say, the price to earnings ratio for OpenAI and Anthropics is just simply too high. 3 times in the scene
- ▶ 23:31 John Coogan OpenAI buys it. 7 times in the scene
The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
- ▶ 2:52 Packy McCormick I, I saw one person say the price to earnings ratio for open AI and Anthropic is just simply too high. 6 times in the scene
- ▶ 6:03 Packy McCormick So, you know, right now they just, OpenAI just did the Cerebrus deal, there's Claude Fast, and there's a whole bunch of different modes that will deliver faster inference, and
- ▶ 10:14 Packy McCormick They want the best code, and they're willing to pay for it, um, but we're supply constrained, and so, uh, OpenAI brings a certain amount of GPUs on, uh, and tokens and, uh, and supply to the market, and then
- ▶ 13:48 Packy McCormick And so, in that scenario, I feel like OpenAI's recent moves make a lot of sense. 2 times in the scene
Anthropic’s $380B round, Paramount vs. WB, Higgsfield ragebait drama | Diet TBPN
- ▶ 9:03 unnamed speaker Peter Thiel, I believe, is listed on Wikipedia as a co-founder of OpenAI, or at least he was, like, an initial donor and got, like, a co-founder title, and so has been involved in OpenAI for a long time, and then they invested, I believe,… 2 times in the scene
- ▶ 14:59 unnamed speaker So, Anthropic is putting twenty million dollars into a super PAC operation that is meant as a direct counter to the OpenAI super PAC operation. 2 times in the scene
- ▶ 23:15 unnamed speaker Uh, this happens a lot with open AI stuff, where people will see a video, and they'll be like, wow, they definitely have a new model.
AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
- ▶ 25:23 unnamed speaker Where, um, like, can Sora, can opening out really Sora with, with that exact voice? 2 times in the scene
- ▶ 28:04 Jordi Hays Mistral, which develops AI models and hopes to be Europe's answer to OpenAI, says it can offer customers a fully European AI stack.
Is AI’s COVID Moment Really Here?
- ▶ 22:15 unnamed speaker Um, it, it's like buy a subscription, uh, to open AI or to his app.
Why I Spent $70M to buy AI.com
- ▶ 10:33 unnamed speaker Part of this latest, ah, open claw, clawed bot, you know, hype cycle is driven by the fact that you, like, you get a Mac mini, it can talk to iMessage, it can talk to WhatsApp, it can talk to Telegram, it can go sort of wherever you go as…
Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN
- ▶ 1:26 unnamed speaker To Morgan Stanley is the strongest signal so far that SpaceX, that the SpaceX OpenAI Anthropic IPO Jubilee, it's a real thing. 2 times in the scene
- ▶ 14:51 unnamed speaker Opening eyes at seven.
- ▶ 18:15 Jordi Hays Sasspocalypse might not start until you have some of the labs public, and people can actually really rotate out of software fully and say, I don't want to own this thing that I don't fully understand how AI is going to impact it when I…
- ▶ 22:36 unnamed speaker Yeah, it's funny, uh, thinking about OpenAI, I think they're at 8000 employees, and wasn't the report that they're hiring something like 800 forward deployed engineers?
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
- ▶ 2:18 John Coogan Kind of taking a shot at open AI or other LLMs that might put ads in there.
- ▶ 5:34 John Coogan Like how is open AI responding to Anthropic? 5 times in the scene
- ▶ 11:26 Jordi Hays They're trying to push codex, they're trying to push codex to consumers. 8 times in the scene
- ▶ 11:41 John Coogan So that, that robotics stuff was actually Easter eggs of the robotics team at open AI. 4 times in the scene
- ▶ 15:41 Jordi Hays Amon says open AI ad flop live with the normies.
- ▶ 19:03 John Coogan Like Codex, like, even if, even if you had, like, a million do-overs, it's a hard product to explain.
- ▶ 26:48 Jordi Hays Apparently OpenAI actually rolled out ads in ChatGPT today.
FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- ▶ 21:12 Bill Bishop It's like, it's like, you know, a rounding error for what, like open AI is raising.
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 2:39 Jordi Hays Yeah, and even yesterday it was notable, OpenAI comes out with Frontier, which is, you look at like, you've got to look at this like graphic, which feels like it was made for, you know, a Fortune 500 CEO to kind of, or management team to… 2 times in the scene
- ▶ 2:39 Jordi Hays Yeah, and even yesterday it was notable, OpenAI comes out with Frontier, which is, you look at like, you've got to look at this like graphic, which feels like it was made for, you know, a Fortune 500 CEO to kind of, or management team to… 3 times in the scene
- ▶ 15:46 Jordi Hays Just like, hey, like, it's really funny, they're like, you know, uh, uh, rage baiting OpenAI, but at the same time, they're just destroying, like, trust around ads and LLMs, potentially, like, permanently, right? 3 times in the scene
- ▶ 23:16 John Coogan Have the big position that Microsoft does in open AI.
- ▶ 27:58 Doug O'Laughlin Like the ratio, uh, likes really improved in terms of open AI to Gemini, uh, and like way before, and then like Gemini like slightly helped, but I would say it's like, 90% is banana banana.
- ▶ 29:46 Doug O'Laughlin That's why Cowork and Codex are gonna, like, probably be what actually happens. 3 times in the scene
- ▶ 32:18 Doug O'Laughlin But like, I, I mean, I still think like, like, honestly, man, the codex, or sorry, uh,
Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN
- ▶ 0:14 John Coogan Anthropic ads are pretty brilliant because they're dishonest in a way that's only going to rage bait open AI heads and certain industry insiders, but are funny and striking to everyone else.
- ▶ 7:34 Jordi Hays Effectively rage baits open AI. 2 times in the scene
- ▶ 8:20 Jordi Hays I don't think that they're, when you look at, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction,
- ▶ 12:04 Jordi Hays Zach Kukoff says, every time I see Anthropic in OpenAI, I try to distinguish themselves with 4 times in the scene
- ▶ 14:05 John Coogan Claude should be able to do that, and it makes a lot of sense, and I expect OpenAI to launch this product, like, ASAP. 2 times in the scene
- ▶ 15:52 John Coogan So OpenAI unveils Frontier, a product for building AI coworkers. 10 times in the scene
- ▶ 19:11 Jordi Hays Um, and then, uh, they have interfaces, which they, they're, uh, ChatGPT, Enterprise, OpenAI, Atlas, and other business applications.
- ▶ 21:13 Jordi Hays Yeah, certainly, uh, nerve wracking if you're competing with them, but they have the edge on, on the capital side and the capital war, uh, over anthropic and, and open AI, but
- ▶ 27:40 unnamed speaker You have strawberry.
Anthropic's secret strategy behind its Super Bowl ad campaign
- ▶ 7:27 Jordi Hays Effectively rage baits OpenAI. 2 times in the scene
- ▶ 14:28 Jordi Hays Zach Kukoff says, every time I see Anthropic and OpenAI, I try to distinguish themselves with comms marketing, I realize how much we are replaying the PC wars from the nineties. 5 times in the scene
- ▶ 16:41 Jordi Hays Yeah, no, it would, it might seem like John had early insight on today's OpenAI launch. 4 times in the scene
- ▶ 19:05 John Coogan Claude should be able to do that, and it makes a lot of sense, and I expect OpenAI to launch this product, like, ASAP.
- ▶ 20:20 Jordi Hays It's bad for them, but worse for open AI. 2 times in the scene
FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
- ▶ 0:03 unnamed speaker Sam Altman, the CEO of OpenAI. 2 times in the scene
- ▶ 1:31 unnamed speaker So talk about orchestration, how this fits into frontier, because I imagine that it's notable. 3 times in the scene
- ▶ 2:48 Sam Altman There's such a capability overhang that building better tools to let people, um, do that, which the Codex app that we launched on Monday was a great step forward for, will be very, very important, but you will be managing very complex…
- ▶ 3:20 unnamed speaker What's the role of a forward-deployed engineer today at OpenAI, towards the end of the year?
- ▶ 7:02 Sam Altman A joke that some people at open AI make is that soon the chart that matters is just going to be GDP impact.
- ▶ 9:04 Sam Altman Um, one of the meta things that we wanted to do when we started with OpenAI is, when we started OpenAI is like, 2 times in the scene
- ▶ 13:41 Sam Altman Other things you'll use in new ways, but definitely as I've started using Codex, my 2 times in the scene
- ▶ 14:02 unnamed speaker Have any, uh, public market SaaS companies tried to get a soft landing with OpenAI? 3 times in the scene
- ▶ 15:02 unnamed speaker Uh, yeah, talk more about the, the Codex desktop rollout. 4 times in the scene
- ▶ 23:18 unnamed speaker And is Bob Iger joining open AI? 2 times in the scene
- ▶ 26:07 Sam Altman It's about Codex, no surprise, but.
- ▶ 27:31 Sam Altman Um, like the, the, the main thing that I think is, we're not stupid. 4 times in the scene
- ▶ 29:13 Sam Altman Uh, between companies, but like the, the amazing capabilities of these models, the product, the kind of like the groundswell of excitement around Codex, that feels way more important to me.
- ▶ 31:32 unnamed speaker Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years?
- ▶ 32:28 Sam Altman We have gone from like, not a company, you know, three years and three months ago or something like that, we were like a research lab and now we are like a pretty big company with a lot of products. 3 times in the scene
- ▶ 32:46 Sam Altman Um, I wish, you know, we launched this very cool enterprise platform this morning, which we had done that earlier too, but I had to like deal with the monstrous growth of ChatGPT and Codex and all this other stuff.
- ▶ 33:59 unnamed speaker How, how have conversations been with the broad open AI leadership team? 6 times in the scene
- ▶ 36:15 unnamed speaker I'm excited to see the codex ad.
Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN
- ▶ 2:52 Jordi Hays Anytime Dario gets on a mic anywhere, he's taking shots at open AI. 2 times in the scene
- ▶ 10:32 John Coogan It's the worst possible outcome in, in an ads world, but so easily avoidable and open AI has been messaging that they would not do this for ages. 7 times in the scene
- ▶ 13:22 John Coogan oh yeah, like, OpenAI codex is, is this quality, Gemini three is good for this, and Baud 4.5 is good for this, and like, my team will deploy and we'll look at costs and Pareto curves.
- ▶ 25:21 John Coogan So Claude Code, Codex, Gemini CLI are the most popular.
- ▶ 30:05 Jordi Hays Like they're trying to mislead people about OpenAI's ad product.
Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads
- ▶ 0:31 unnamed speaker Anytime Dario gets on a mic anywhere, he's taking shots at OpenAI.
- ▶ 7:02 unnamed speaker They don't actually say OpenAI.
- ▶ 9:58 unnamed speaker Like this, I, I, it's the worst possible outcome in, in an ads world, but so easily avoidable and open AI has been messaging. 4 times in the scene
- ▶ 11:51 unnamed speaker And so my question is like, does this mean they're going into consumer or is this purely to piss off OpenAI and make their life harder? 3 times in the scene
- ▶ 13:22 unnamed speaker You're like, oh, yeah, like, OpenAI codex is this quality, Gemini three is good for this, and
- ▶ 16:47 unnamed speaker And, and, and there is zero, I will go out now and say, I would say there's effectively a zero percent chance that OpenAI 6 times in the scene
SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
- ▶ 0:20 unnamed speaker So, if, uh, this makes you worry, a lot of other people agree, this is, uh, their most recent post after yesterday they announced the NVIDIA opening ideal has zero impact on our financial 6 times in the scene
- ▶ 4:32 unnamed speaker Yeah, which is, yeah, and then, which is why, like, you were doing some napkin math on OpenAI, and I think that's like.
- ▶ 11:56 unnamed speaker Iger just got the, got the open AI deal done. 2 times in the scene
- ▶ 23:50 unnamed speaker In so many ways it's, it's been an incredible story, come, come from behind story, uh, competing against, you know, the Googles, the open AIs of the world. 2 times in the scene
- ▶ 27:56 unnamed speaker He says, okay, for all the crypto people confused by the open AI situation, basically imagine one Bored Ape Yacht Club holder was using too many Slurp juices on a single ape, and then an OG Bored Ape Yacht Club holder
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 6:36 Dylan Patel Also, they just knew OpenAI was gonna do this service deal, so they freaked out, but.
- ▶ 7:24 Dylan Patel So OpenAI, you know, they've got these, like, long horizons. 4 times in the scene
- ▶ 7:26 Dylan Patel There's, there's, like, Codex, 5.2. 6 times in the scene
- ▶ 21:02 unnamed speaker Where they said the NVIDIA OpenAI deal has zero impact on our financial relationship with OpenAI. 7 times in the scene
- ▶ 27:37 unnamed speaker And you say, yeah, you're, you can have as much AI as you want, as long as you're paying, you know, OpenAI and Anthropic API.
- ▶ 32:13 Dylan Patel No, but like, it's, it's, it's, um, we went on, we went on a little tour of a lot of our clients, like, you know, roughly like half our business is, or 40% of our business is like hedge funds, so we went to New York a week, two weeks ago,… 2 times in the scene
- ▶ 35:15 Dylan Patel The manifestation and thought of, like, what is actually gonna, the world gonna look like if Anthropic, three X's its revenue again this year, OpenAI, two X's its revenue again this year, or, you know, by the end of the year, how many… 4 times in the scene
- ▶ 38:59 Dylan Patel OpenAI's trying to make wearables, you know, um, you know, there's, there's, you know, everyone's trying to make wearables, Google is, et cetera, et cetera. 2 times in the scene
Moltbook and the Zombie Internet
- ▶ 14:53 John Coogan It feels like you're talking to a computer cause it's coming over the terminal, or even in like the, the, the GPT playground, it just feels like, oh, it's in the playground and even open and even chat GPT.
- ▶ 14:53 John Coogan It feels like you're talking to a computer cause it's coming over the terminal, or even in like the, the, the GPT playground, it just feels like, oh, it's in the playground and even open and even chat GPT.
Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
- ▶ 10:44 John Coogan And that feels more human and it kind of like levels it up a little bit as opposed to if you ever saw like a GPT, 3.5 output, like in the terminal, it feels like you're talking to a computer cause it's coming over the terminal or even in…
- ▶ 22:39 Jordi Hays Lot of stuff about NVIDIA and OpenAI over the weekend.