Kate Rooney
@Kr00ney • 46,778 subscribers
@CNBC in San Francisco. Covering OpenAI, Anthropic, Amazon, Microsoft & all things AI Signal: @ kr00ney.24 Email: [email protected]
Shorts
Videos
OpenAI CFO Sarah Friar took the mainstage at Goldman Sachs conference in SF this morning ☀️ Packed house with bankers and investors .. with two overflow rooms. Friar said enterprise business is "on a tear." Also confirmed ARR up 20% from June --> July, enterprise grew 32% in that time frame. Ad business was the fastest growing business in OpenAI history to top $1B in ARR Sarah Friar said OpenAI will "continue to lean in" on compute
Kate Rooney41,546 views • 19 days ago
Y Combinator CEO Garry Tan weighed in on the AI doomsday debate when I sat down with him this week for CNBC at demo day: "We don't need to be responding to a science fiction sort of fantasy about what's going to happen. We need to be responding to what is happening right now. You know, if there was a breach and sort of a coordinated attempt by agents to take over our infrastructure, what do we do about it?... Like these are things that are much more tangible than sort of pie in the sky, 30,000 foot in the air. You know, all of humanity is going to die." Full interview here with Garry's take on AI jobs impact, distillation, rise of physical AI and the buzz around this year's YC cohort:
Kate Rooney32,910 views • 16 days ago
DataBricks raising at a $188B valuation, CEO Ali Ghodsi joined us on The Exchange to talk about the round as China's Kimi makes waves in AI today: Calls Kimi's newest K3 model a "gamechanger" and a "significant jump" in quality (at a cheaper price) Also comes as costs are increasing "exponentially" for Fortune 500s using AI, revenues are not 💸 "For the really difficult questions let's ask the frontier American models -- and pay a lot for it... for the more mundane tasks... use a cheap open source model."
Kate Rooney24,842 views • 2 months ago
No more content to load