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OpenAI is getting divorced. Sam is drunk tweeting. Github is dying. Anthropic is being Anthropic. Oh, and Ben has a fun surprise :) I enjoyed this episode a lot and I hope you guys do too 00:00 - Intro 04:05 - Sam drunk tweets 13:13 - Anthropic billing woes... show more

Theo - t3.gg

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156,001 views • 3 months ago •via X (Twitter)

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GPT-5.5 is here. Ben and I have had access for a bit. We have a lot of thoughts. 00:00:00 - Intro 00:01:34 - Vercel hack 00:05:38 - Kimi K2.6 00:14:29 - Cursor acquired? 00:37:24 - GPT Image 2 00:49:30 - GPT-5.5 01:22:02 - GPT-5.5 Pro

GPT-5.5 is here. Ben and I have had access for a bit. We have a lot of thoughts. 00:00:00 - Intro 00:01:34 - Vercel hack 00:05:38 - Kimi K2.6 00:14:29 - Cursor acquired? 00:37:24 - GPT Image 2 00:49:30 - GPT-5.5 01:22:02 - GPT-5.5 Pro

Theo - t3.gg

108,182 views • 3 months ago

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."

Anthony Pompliano 🌪

106,184 views • 1 month ago

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 views • 3 months ago

Elon Musk on why Dario and the Anthropic team left OpenAI: "Dario, I think is not a fan of Sam Altman. In fact the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI" "I think Dario is a very principled person. He cares about things a lot, cares about the future of the world" "Everyone I've met at Anthropic so far, no one set off my evil detector. They always seem like they're well-intentioned" "The road to hell is, I think, mostly paved with bad intentions. There are a few well-intentioned paving stones in there, so we don't want to be complacent" "At the end of the day, if we have to talk, we'll talk. Set aside our personal differences for the good of the world type of thing"

Elon Musk on why Dario and the Anthropic team left OpenAI: "Dario, I think is not a fan of Sam Altman. In fact the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI" "I think Dario is a very principled person. He cares about things a lot, cares about the future of the world" "Everyone I've met at Anthropic so far, no one set off my evil detector. They always seem like they're well-intentioned" "The road to hell is, I think, mostly paved with bad intentions. There are a few well-intentioned paving stones in there, so we don't want to be complacent" "At the end of the day, if we have to talk, we'll talk. Set aside our personal differences for the good of the world type of thing"

Jaynit

91,572 views • 16 days ago

FULL INTERVIEW: Sam Altman joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots 10:40 On data and compute being the 'new oil' 12:56 Is software dead? 17:48 Codex Desktop and the rise of the general-purpose work agent 25:00 OpenAI’s last Super Bowl ad and the Anthropic ads

FULL INTERVIEW: Sam Altman joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots 10:40 On data and compute being the 'new oil' 12:56 Is software dead? 17:48 Codex Desktop and the rise of the general-purpose work agent 25:00 OpenAI’s last Super Bowl ad and the Anthropic ads

TBPN

639,180 views • 6 months ago

🚨🚨🚨BREAKING: OpenAI was just asked about Anthropic CEO saying 50% entry level white-collar could disappear in 1-5 years.. do you agree? Sam Altman: “NO. No I don’t.” OpenAI COO: “NO. We have no evidence of this. Dario is a scientist and I hope he takes an evidence based approach to these types of things” LMFAOOO NO fast takeoff/No reasoning behind Dario’s doomsday bullshit

🚨🚨🚨BREAKING: OpenAI was just asked about Anthropic CEO saying 50% entry level white-collar could disappear in 1-5 years.. do you agree? Sam Altman: “NO. No I don’t.” OpenAI COO: “NO. We have no evidence of this. Dario is a scientist and I hope he takes an evidence based approach to these types of things” LMFAOOO NO fast takeoff/No reasoning behind Dario’s doomsday bullshit

NIK

171,631 views • 1 year ago

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

295,226 views • 3 months ago

.Jerry Tworek is an AI legend. He came to OpenAI from the world of finance and spent years contributing to some of the company's most important projects. He played a major role in ushering in the era of reasoning and, well, he just left OpenAI. In this Core Memory pod, Kylie Robison and I bring you the exclusive not-so-formal exit interview with Jerry. He explains his dissatisfaction with the company's current research direction and his fears for the field overall. He goes into spots where OpenAI lost its way and Google and Anthropic thrived. And he talks about what he's chasing next. It's a banger. The Core Memory podcast is on all major platforms and on our YouTube channel. This podcast is sponsored by Brex , the intelligent finance platform built to help companies spend smarter and move faster. And it's brought to you by the VC gurus E1 Ventures 🇺🇸 Timestamps 00:00:00 Intro 00:03:37 Jerry Tworek Joins the Pod 00:05:34 Reflecting on Seven Years at OpenAI 00:09:08 Why Jerry Left: 00:12:28 Beyond Pre-Training 00:16:19 The "Sad" Homogeneity of Current AI Labs 00:23:35 The Mavericks: Carmack, Ilya, and LeCun 00:26:32 Training AI on Video Games 00:32:14 Two Big Bets 00:34:32 Updating AGI Timelines 00:37:16 Q-Star 00:41:10 The Coup 00:43:29 Is the Hype Justified? 00:49:23 The Polish Mafia 00:53:15 Google's Comeback and OpenAI's Fumble 00:59:27 Why Anthropic is Impressive 01:03:01 Jerry's Next Chapter 01:11:56 Is AI Research Star-Driven? 01:14:32 Meditation & Conclusion

.Jerry Tworek is an AI legend. He came to OpenAI from the world of finance and spent years contributing to some of the company's most important projects. He played a major role in ushering in the era of reasoning and, well, he just left OpenAI. In this Core Memory pod, Kylie Robison and I bring you the exclusive not-so-formal exit interview with Jerry. He explains his dissatisfaction with the company's current research direction and his fears for the field overall. He goes into spots where OpenAI lost its way and Google and Anthropic thrived. And he talks about what he's chasing next. It's a banger. The Core Memory podcast is on all major platforms and on our YouTube channel. This podcast is sponsored by Brex , the intelligent finance platform built to help companies spend smarter and move faster. And it's brought to you by the VC gurus E1 Ventures 🇺🇸 Timestamps 00:00:00 Intro 00:03:37 Jerry Tworek Joins the Pod 00:05:34 Reflecting on Seven Years at OpenAI 00:09:08 Why Jerry Left: 00:12:28 Beyond Pre-Training 00:16:19 The "Sad" Homogeneity of Current AI Labs 00:23:35 The Mavericks: Carmack, Ilya, and LeCun 00:26:32 Training AI on Video Games 00:32:14 Two Big Bets 00:34:32 Updating AGI Timelines 00:37:16 Q-Star 00:41:10 The Coup 00:43:29 Is the Hype Justified? 00:49:23 The Polish Mafia 00:53:15 Google's Comeback and OpenAI's Fumble 00:59:27 Why Anthropic is Impressive 01:03:01 Jerry's Next Chapter 01:11:56 Is AI Research Star-Driven? 01:14:32 Meditation & Conclusion

Ashlee Vance

11,701 views • 6 months ago

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 views • 1 month ago

⚖️ Elon Musk vs OpenAI is gearing up for an insanely entertaining public trial in April 2026 👀 i sat down with Alex Heath (amazing AI reporter) to break down the upcoming case :) 🎙️ 0:00 Legendary Tech Reporter Alex Heath 0:57 OpenAI vs Elon Musk case going to trial 4:10 Will Sam Altman settle and give Elon a chunk of OpenAI? 7:48 The unraveling between Elon Musk and Sam Altman 8:49 Juicy stories from the case 11:04 Big public jury trial coming 15:00 Is OpenAI In Financial Trouble?? 17:50 What is OpenAI’s Upcoming Hardware product? 20:40 Do you think xAI has caught up to the other LLMs?

⚖️ Elon Musk vs OpenAI is gearing up for an insanely entertaining public trial in April 2026 👀 i sat down with Alex Heath (amazing AI reporter) to break down the upcoming case :) 🎙️ 0:00 Legendary Tech Reporter Alex Heath 0:57 OpenAI vs Elon Musk case going to trial 4:10 Will Sam Altman settle and give Elon a chunk of OpenAI? 7:48 The unraveling between Elon Musk and Sam Altman 8:49 Juicy stories from the case 11:04 Big public jury trial coming 15:00 Is OpenAI In Financial Trouble?? 17:50 What is OpenAI’s Upcoming Hardware product? 20:40 Do you think xAI has caught up to the other LLMs?

Gali

22,467 views • 6 months ago

“ OpenAI and Anthropic will have to create their own chips” “ AI is going to cause massive labor shortages.” “ I would be surprised if in five years Nvidia wasn't worth $10 trillion” The best podcast episodes are opinionated, gritty and go against everything you thought you knew. This is that and more and my 7 takeaways with Jonathan Ross 👇 Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: (00:00) Intro (01:10) Analyzing the Current Market Landscape (03:33) Why the Hyperscalers Have to Keep Spending Recklessly on AI (12:35) Why OpenAI and Anthropic Will Have to Build Their Own Chips (18:14) OpenAI and Anthropic Will be $5BN Companies: The Bull Case (28:20) Why China is Behind the US in AI and Deepseek is More Expensive to Run (34:37) How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe (37:21) Why We Have to Have Nuclear Energy and How to Bring it Back (48:16) Deflationary Pressures and New Job Markets (51:54) The Future of Vibe Coding (53:40) Why AI Companies Should Strive to Have Low Margins (58:46) S&P 7000, Mag 7 & Market Choppiness (01:06:44) Why OpenAI and Anthropic are so Undervalued (01:13:35) The Chip Market in 5 Years (01:21:51) Quick-Fire Round: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not

“ OpenAI and Anthropic will have to create their own chips” “ AI is going to cause massive labor shortages.” “ I would be surprised if in five years Nvidia wasn't worth $10 trillion” The best podcast episodes are opinionated, gritty and go against everything you thought you knew. This is that and more and my 7 takeaways with Jonathan Ross 👇 Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: (00:00) Intro (01:10) Analyzing the Current Market Landscape (03:33) Why the Hyperscalers Have to Keep Spending Recklessly on AI (12:35) Why OpenAI and Anthropic Will Have to Build Their Own Chips (18:14) OpenAI and Anthropic Will be $5BN Companies: The Bull Case (28:20) Why China is Behind the US in AI and Deepseek is More Expensive to Run (34:37) How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe (37:21) Why We Have to Have Nuclear Energy and How to Bring it Back (48:16) Deflationary Pressures and New Job Markets (51:54) The Future of Vibe Coding (53:40) Why AI Companies Should Strive to Have Low Margins (58:46) S&P 7000, Mag 7 & Market Choppiness (01:06:44) Why OpenAI and Anthropic are so Undervalued (01:13:35) The Chip Market in 5 Years (01:21:51) Quick-Fire Round: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not

Harry Stebbings

106,162 views • 10 months ago

While everyone is talking about GPT-5.4 Thinking and GPT-5.4 Pro I wanna remind you that I am GIVING AWAY this $15,000 GPU So you can run your AI at home instead of sending your data to OpenAI, Anthropic, etc COMPLETELY FREE Take a min to sign up below & this could be yours

While everyone is talking about GPT-5.4 Thinking and GPT-5.4 Pro I wanna remind you that I am GIVING AWAY this $15,000 GPU So you can run your AI at home instead of sending your data to OpenAI, Anthropic, etc COMPLETELY FREE Take a min to sign up below & this could be yours

Ahmad

91,558 views • 5 months ago

Elon Musk on Sam Altman: "I'm not a fan of Sam Altman because if you started a non-profit that was meant to be an open source AI company and it somehow got turned into an 800 billion dollar for-profit company with closed source, I think you'd be like, well, wait a second, that's the exact opposite of what I donated the money for. That's my issue. I think it's a legitimate one. And then Dario, I think, also is not a fan of Sam Altman because he felt, in fact, the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI. But at the end of the day, if we have to talk, we'll talk.I mean, set aside our personal differences for the good of the world."

Elon Musk on Sam Altman: "I'm not a fan of Sam Altman because if you started a non-profit that was meant to be an open source AI company and it somehow got turned into an 800 billion dollar for-profit company with closed source, I think you'd be like, well, wait a second, that's the exact opposite of what I donated the money for. That's my issue. I think it's a legitimate one. And then Dario, I think, also is not a fan of Sam Altman because he felt, in fact, the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI. But at the end of the day, if we have to talk, we'll talk.I mean, set aside our personal differences for the good of the world."

DogeDesigner

240,039 views • 17 days ago

🚨 Emergency Pod 🚨 i visited Theo - t3.gg and Ben Davis to break down the monumental TBPN OpenAI acquisition and what this means for all of our favorite buzzwords like new media and AI and technology and culture and such. theo thinks i tried too hard writing this but i'm posting it anyways 00:00 - Shitposting for money (new media) 01:26 - Congrats TBPN and being likeable 05:25 - Quality of audience vs quantity of audience 10:45 - Making OpenAI feel more human and flipping public sentiment 14:48 - Safety and security implications of AI and the messaging 17:30 - Will TBPN remain neutral + Tenobrus and will brown reactions 20:37 - Where will the ads go? 24:21 - So much works goes into managing brands 27:00 - The negotiations (it seems) 33:45 - Anthropic vs OpenAI vibes and understanding bias 38:29 - There are only two labs that matter 40:42 - Nick Khami reaction 41:23 - Tech media is hard when you’re not technical 44:13 - Squirtle reaction

🚨 Emergency Pod 🚨 i visited Theo - t3.gg and Ben Davis to break down the monumental TBPN OpenAI acquisition and what this means for all of our favorite buzzwords like new media and AI and technology and culture and such. theo thinks i tried too hard writing this but i'm posting it anyways 00:00 - Shitposting for money (new media) 01:26 - Congrats TBPN and being likeable 05:25 - Quality of audience vs quantity of audience 10:45 - Making OpenAI feel more human and flipping public sentiment 14:48 - Safety and security implications of AI and the messaging 17:30 - Will TBPN remain neutral + Tenobrus and will brown reactions 20:37 - Where will the ads go? 24:21 - So much works goes into managing brands 27:00 - The negotiations (it seems) 33:45 - Anthropic vs OpenAI vibes and understanding bias 38:29 - There are only two labs that matter 40:42 - Nick Khami reaction 41:23 - Tech media is hard when you’re not technical 44:13 - Squirtle reaction

atlas

96,070 views • 4 months ago

OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?

OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?

Ricardo

35,020 views • 4 months ago

This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam

This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam

Jack Altman

120,785 views • 4 months ago

This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor. USVC is trying to change that. $500 minimum. No accreditation. A real fund holding: > SpaceX (20% via xAI) > Anthropic > OpenAI > Crusoe, Vercel, Sierra, Legora We unpacked: > the backlash > how the fee structure actually works > why NAV matters (a lot) Ankur Nagpal knows what he's talking about. 0:00 Intro 0:47 The Purpose of USVC 3:02 NAV and Pricing 8:20 OpenAI Case Study 10:02 AngelList 12:07 Fee Structure Explained 14:03 Portfolio Overview 17:57 Roadmap

This 20-min convo with the General Partner of USVC explains how you can invest in Anthropic, OpenAI, and other private deals. Until now, it's been extremely difficult to invest in SpaceX if you're not an accredited investor. USVC is trying to change that. $500 minimum. No accreditation. A real fund holding: > SpaceX (20% via xAI) > Anthropic > OpenAI > Crusoe, Vercel, Sierra, Legora We unpacked: > the backlash > how the fee structure actually works > why NAV matters (a lot) Ankur Nagpal knows what he's talking about. 0:00 Intro 0:47 The Purpose of USVC 3:02 NAV and Pricing 8:20 OpenAI Case Study 10:02 AngelList 12:07 Fee Structure Explained 14:03 Portfolio Overview 17:57 Roadmap

Limitless

25,002 views • 3 months ago

UFO DISCLOSURE IS FAKE AND BITCOIN IS DECOUPLING THE WRONG WAY On this episode of Hell Money, Erin’s podcasting career collapses after one listener says she talks too much, while Casey ascends to godhood on the strength of 4,000 mysterious fake followers per day. It’s the fall of Erin, the rise of Casey, and Bitcoin is decoupling in the wrong direction. We also cover the CLARITY Act, stablecoin regulation, fake UFO disclosure, Claude goblins, Anthropic vs OpenAI, Trump’s Beijing trip, shutting down, and the true origin of Hantavirus: John Pork’s corpse in the Akashic Records. TIMESTAMPS 0:00 Intro, Erin talks too much 7:00 CLARITY Act & the legalization of gambling 14:30 Hantavirus origin, John Pork, quantum computers 19:30 DMT clockwork elves, AI consciousness, UFOs 22:10 Casey's botted fame, flop tweets 31:05 Vibe coded UFO disclosure 36:15 OpenAI vs. Anthropic, headline PR 52:20 Trump goes to Beijing with major CEOs 54:50 shutting down

UFO DISCLOSURE IS FAKE AND BITCOIN IS DECOUPLING THE WRONG WAY On this episode of Hell Money, Erin’s podcasting career collapses after one listener says she talks too much, while Casey ascends to godhood on the strength of 4,000 mysterious fake followers per day. It’s the fall of Erin, the rise of Casey, and Bitcoin is decoupling in the wrong direction. We also cover the CLARITY Act, stablecoin regulation, fake UFO disclosure, Claude goblins, Anthropic vs OpenAI, Trump’s Beijing trip, shutting down, and the true origin of Hantavirus: John Pork’s corpse in the Akashic Records. TIMESTAMPS 0:00 Intro, Erin talks too much 7:00 CLARITY Act & the legalization of gambling 14:30 Hantavirus origin, John Pork, quantum computers 19:30 DMT clockwork elves, AI consciousness, UFOs 22:10 Casey's botted fame, flop tweets 31:05 Vibe coded UFO disclosure 36:15 OpenAI vs. Anthropic, headline PR 52:20 Trump goes to Beijing with major CEOs 54:50 shutting down

Hell Money

25,296 views • 2 months ago

Is OpenAI going to outcompete AI startups? "I feel like Sam Altman has talked about this a bunch. It's not enough to drop AI in your business. You have to actually build a business. I don't think OpenAI is necessarily out to get all the startups. I actually think that on the API side, they very much hope that a lot of them do really, really well." Garry Tan on Y Combinator's Lightcone Podcast

Is OpenAI going to outcompete AI startups? "I feel like Sam Altman has talked about this a bunch. It's not enough to drop AI in your business. You have to actually build a business. I don't think OpenAI is necessarily out to get all the startups. I actually think that on the API side, they very much hope that a lot of them do really, really well." Garry Tan on Y Combinator's Lightcone Podcast

Overlap: Business & Tech

75,193 views • 1 year ago

American entrepreneur and angel investor Jason Calacanis issues a warning to developers: Sam Altman’s OpenAI is stealing from you. “If I was a developer of any kind, I would never work with Sam Altman and OpenAI. Let me say that this is a warning. People can clip this. This is a warning for anybody dumb enough to use Sam Altman's OpenAI. You know, API. They are studying. You remember, Sam Altman's been around the block. I've known him since Loop. He's incredibly savvy person and he wants every bit of revenue from the ecosystem. He is taking no prisoners. He's going to study how you're using the API, which he has the right to do. Sam Altman comes from the Zuckerberg school of Business, which is give dumb people access to your tools, study them, and like the Borg, steal every innovation they have.” Source: @jason, This Week in Startups

American entrepreneur and angel investor Jason Calacanis issues a warning to developers: Sam Altman’s OpenAI is stealing from you. “If I was a developer of any kind, I would never work with Sam Altman and OpenAI. Let me say that this is a warning. People can clip this. This is a warning for anybody dumb enough to use Sam Altman's OpenAI. You know, API. They are studying. You remember, Sam Altman's been around the block. I've known him since Loop. He's incredibly savvy person and he wants every bit of revenue from the ecosystem. He is taking no prisoners. He's going to study how you're using the API, which he has the right to do. Sam Altman comes from the Zuckerberg school of Business, which is give dumb people access to your tools, study them, and like the Borg, steal every innovation they have.” Source: @jason, This Week in Startups

SMX 🇺🇸

509,505 views • 6 months ago