OpenAI

includes OpenAI Codex

4 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Aug 11, 2023 by Justin Shum · said 35 times in 19 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Nathan Latka (10), Justin Shum (4), Ezra Kagan (3), Stephen Messer (2), Matt Ford (2), Brett Hurt (2), Sondre Rasch (1), Romain Torres (1)

tap a year for its mentions
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05102023202420252026episodes it came up in
00152102023202420252026episodesmentions per episode
2026 9 mentions in 5 episodes 2 per episode
2025 3 mentions in 2 episodes 2 per episode
2024 6 mentions in 3 episodes 2 per episode
2023 17 mentions in 9 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about OpenAI, oldest first

Aug 11, 2023 bearish
Opinion
Every OpenAI feature release kills hundreds of startups
“Literally every release of from open AI kills hundreds of startups, right? Every single feature.”
Justin Shum Aug 11, 2023 ▶ 10:18 Can this new AI tool grow into their $10m valuation?
Feb 29, 2024 bearish
Prediction Not checkable as stated
Abujamra: OpenAI will not solve complex PDF table extraction soon
“I don't see open AI and these folks solving this problem so early because when you go into PDF tables, it, there's a lot of things that OCRs don't solve.”
Alex Abujamra Feb 29, 2024 ▶ 12:12 He Did $1m last year selling South American Business Data to firms like CapIQ
Jul 1, 2026 bullish
Prediction Not checkable as stated
Cheah: Global AI Market Will Segment into Domestic Sovereign Models
“So they are going to the direction of highly tailored sovereign AI models for the domestic market. And we actually see this happening more and more. So for Cohear, they will service the Canadian market. For the US market is going to be served by OpenAI Entropi…”
Eugene Cheah Jul 1, 2026 ▶ 15:08 Featherless: $3.6M Revenue Running 6,700 Open Source AI Models — Eugene Cheah
Jul 1, 2026 bullish
Disclosure
Featherless Targets Startups Burning $100K Monthly on OpenAI and Anthropic
“We also realized that there is a lot of money on the table right now where you can go after the startups that, hey, I just built my entire startup or SMB on OpenAI or Entropic, and I'm burning a 100,000 dollars a month. And I do not know what I was doing. And …”
Eugene Cheah Jul 1, 2026 ▶ 10:40 Featherless: $3.6M Revenue Running 6,700 Open Source AI Models — Eugene Cheah
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