OpenAI
☆ WatchWe believe our research will eventually lead to artificial general intelligence, a system that can solve human-level problems. observed
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We believe our research will eventually lead to artificial general intelligence, a system that can solve human-level problems. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. 475 signals in the last 60 days back this number.
Subdomains appearing in public certificate-transparency logs — infrastructure standing up, dated at detection. Intent labels are deterministic (token map), not guessed.
↗ Strongest signal: funding_magnitude (30% of the score).
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
Cross-source signals that survived the scoring gauntlet or were hand-curated. ✓ verified = bound to an exact transcript passage with a voiceprint-confirmed speaker.
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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
it it's a very good question it was at one point but since OpenAI allowed it Entropic had to revert their decision and it's now allowed again and so it's completely compliant and you cannot get banned on this
This is not him saying we're slowing anything down by any means. He's certainly not going to give up his lead.
groups like OpenAI, frankly, seems to be running an anthropic slipstream right now from a red capture standpoint. I don't think they're as doomer as anthropic, but they can see the benefit if the federal government effectively creates a moat that, you know, there's huge economic benefits to essentially creating a duopoly situation.
threads is doing more revenue than the entire consumer AI category with the exception of open AI
NYU mathematician Tristan Buckmaster put out a statement saying OpenAI only started prompting its model on this problem after word of his own work reached the company.
I believe right now, starting today, Nvidia is the number one competitor for OpenAI and Anthropic, not just for tokens, but for enterprise compute.
The interesting thing that's going to happen post the Anthropic and OpenAI IPOs is if you think about the amount of charitable giving or DAFs that are going to be funded by both of these two IPOs, it's going to be north of half a trillion dollars between the two companies.
open AI got so much earned media before their IPO. And Dwarkesh just absolutely put kerosene on that fire. And it made its way to national press. That story has now gotten everywhere. And this makes people it's priming the pump to buy the IPO shares.
And then you've got open AI coming on the heels of that.
The ratings here from Polymarket, which company has the best AI model by the end of 2026, OpenAI's chances just spiked from low single digits now to over 20%.
People are really counting them out. Now, it looks like they're viable again. Anything that creates competition, I think, is good. Before, it looked like Anthropic was running away with it. They're about to have this monster IPO. If OpenAI can at least make it a two-horse race, that's good. I think it's great.
the market structure that we have right now is there's two markets. There's the market for frontier intelligence, and that is a duopoly. That really is anthropic and open AI.
Sam told us a few months ago ... that he was expecting the company to have its best 12 months? He said the last year hasn't been so great, but the next year is going to be really great.
OpenAI seems to get its groove back now. After Anthropic was running away with it.
I think AGI has basically been here since the beginning of the year. There are models that are incredibly performant inside of the closed frontier lab companies. And I think right now we're trying to figure out the right cadence with which to release it.
The people at OpenAI are doing this in a very performative way.
or they have liability potentially from having hacked Hugging Face's site.
Sam is leaning into this. OpenAI has egg on their face
That's OpenAI's agent that hacked Hugging Face.
If you want to know how OpenAI is hitting whatever it is, $30, $40 billion, customers like Uber.
all the other AI companies that are using large language models there, we could take open AI, for example, they have a model that was great at conversation. So they launched a chat GPT and now they're starting to see code, uh, the ability to do code. So they launched codex.
Sam just came out with a post, I believe yesterday, saying that actually, they're going to slow down the release of some of their frontier models, because they felt that their safety stack was not keeping up with the capability. Okay, that's responsible. By the way, do you know why I think they're doing that? Because they have huge and ample liability to take responsible steps, because if they don't, they're going to be subjected to all sorts of product liability lawsuits. Look at what's happeni
Clot obfuscates it. Okay. So do the open AI models.
I said two years ago, there's a chance that open source is going to win the AI race.
the vast majority of the off-take commitments are coming from anthropic open ai and nvidia
But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. And by the way, I think they can, and they think they can, and they think, in fact, their lead is growing because they're on the way to recursive self-improvement.
We hear that OpenAI now, they've basically pivoted into coding. They're doing a better job with that now with GPT 5.6. We've heard their growth rate is accelerating. They used to be growing at 3 to 4x a year. I've heard that over the past two months, that growth rate is now over 20% month over month, which if you extrapolate it out over 12 months, would be a 10x growth rate. So you're now seeing OpenAI growing as fast as Anthropic, having made that pivot.
And what's wild to me is that probably on the margin, Anthropic is losing share to OpenAI,
there are two companies in the world that i think the absolute focus of the companies are building agi is open ai as an antropic right now
the beauty of the transformer architecture and what open ai and everybody else is after is the fact that these systems are scaled really nicely you can scale them into larger amounts of data and also larger model sizes
gpt4 has 1.8 trillion parameters
taking everything ever created and putting it into an LLM, which is what Sam Wallman and opening eye is doing. This is what they want to do. This is what Google wants to do. They want to take all the content in the world ever created, and they want to get the economic value from it.
I do believe the technology is valid and, but if they could build this technology without the content, they would have.
That company has perceived value in the market to the point at which the most sophisticated investors in the world are buying it at a $90 billion or $100 billion valuation.
I guarantee you it's not legal. Okay. And I guarantee it will be found to not be legal to use other people's content to train a new intelligence that you can then go exploit that work.
I hope that New York Times gets an injunction against open AI and they have to pull their product from the market.
And so OpenAI, it's come out, has stolen tons of content. They built scrapers to do this. And their concept that it's fair use is laughable.
Their mini Coke is better than the two liter bottle that OpenAI is.
there's this concern that i want to give my information to open ai or microsoft or some other third party that's no bueno for me
chat gpt just made available to all its users is memory
look i mean i think that sequoia is in the business of making money for its lps and i think you know sort of cut and dry they've been very very successful with musk over time they've made money as you said and i think um they probably also believe that they're going to make significant money on open ai open ai is connected with microsoft on another level sam's a force in nature so i just view it as an economic decision more than anything else
i think what we're realizing is um a lot of these llms are going to be commoditized right and they're going to do an equally good job at whatever your task is so we've seen this with meta releasing their open source project we saw it when claude leapfrogged you know chat gpt 3.5 so what i see from startups is they're willing to swap these things in and out so then what's left i think you know having a unique data set say twitter reddit gmail if you're allowed to use gmail
anybody who needs a researcher can use notebook lm gemini chat gpt the researcher mode so that means we all get to do other things right and i can tell you my producers have been using chat gpt since it came out at my insistent to summarize things and the summaries that they do versus what chat gpt can do essentially the same
it's not a person you don't have to worry about their time and their tutoring you know cost is just the smartest most powerful tutor in the world
adaptive learning has been something they've wanted to create on computers for a long time and it's just been too hard because you had to manually hard code it here a language model is doing the adaptive learn correct
so imagine this now available for free for anyone on the planet to use pretty awesome
so i think again this is really important because they've done two things they've made it such that it can look at your you know device screen
i think the ability for it to understand and adjust itself which we hadn't seen before is is a really big new feature
he got a little high on his own supply here i mean it why why do this is what i would be thinking if she doesn't want her likeness and she made that or she wanted a higher price and you weren't willing to pay for it why would you poke the bear she is a high profile person yeah and this is just a bad look to be leveraging a person's celebrity making them an offer calling them two days before trying to get the offer done and then being like yolo you didn't do it we'll have ai make a fake voice tha
you can be a scamp you can be a rogue you can skirt the rules when you are small not famous and not rich as hell as open ai is what were they thinking this of course they were going to get in trouble for this
this is common and it tends to be reciprocal so it's not as one-sided or as bad as it sounds
there have been a couple of exits from open ai including on their post super alignment team people thinking about privacy and safety we'll get to that in a second but when one of the people exited vox wrote a piece describing essentially an agreement inside their exit deals with their former employees that if there was any disparagement ever they could get their vested equity clawed back
because you have open source open ai and just major players building these models the models are going to be coming down to zero uh and then it is a game of data and features and focus around the customer experience which i think open you see in what open ai is doing right now their last announcement for the omni uh last week was really focused around user experience and the product itself
You and I are such big beneficiaries of this right now. Anyone who was fortunate enough to have have a company, capital, product, customers prior to open AI is suddenly getting a big boom in terms of customer demand.
So one of the things that's really happened here that's just been an astonishing lift is there's now this corporate imperative in every company in America to have some kind of AI use case. So you're getting a lift. Everybody's getting a free lift. So, you know, God bless you, Sam, right? Every company is now, instead of fighting their AI, they're kind of talking their AI book, right? So I definitely think there's just been raw lift there.
I think that OpenAI did two things, first of all. It set a new expectation for interacting with AI and how you do that, as you referenced. The second thing it did, brutally, is that it took a whole bunch of investment that many companies, including companies you and I had funded over the prior four or five years and made it functionally not obsolete as much as an entirely sunk cost. And it took things that took 20 million to build and replace it with something that cost 10 cents a minute or what
What OpenAI, in a way, did is it changed the consumer expectation of how the end user is going to interact with AI.
It'll be those three guys. It'll be open AI. It'll be one or two others, right? And I think at that level, it's going to be really hard very quickly to play as a startup. I mean, arguably it already is. If you haven't already raised $2 billion and you don't have a sovereign wealth fund sugar daddy, it's too late.
the first real experiences people have with generative AI will come from Apple, not chat GPT.
Who do you think wins more here? OpenAI for the integration. Okay. Or Apple who can hot swap out OpenAI at any point in time? Because I think this is Apple against OpenAI right now of who owns the consumer. And I don't think it's going to be OpenAI that owns the consumer. I think they know Apple's going to win the consumer.
And I think you already have this in open AI, right? Open AI has history and memory. Now, you don't have to explicitly tell it you like things at tables. It knows from the last time and best tables or it knows you're a venture capitalist. It knows you're a podcast or a journalist. So, you know, this is just Siri doing that. And you're right, all those preferences get stored locally.
allowing Siri to do these deep dives into the apps and then leveraging open AI's knowledge base, you know, which could coordinate with this,
And so the idea that, you know, you would give your information to Microsoft, Google, Facebook, or open AI, most people don't trust those companies when it comes to their data.
Clearly, Apple is feeling the pressure, just like Google did, of open AI, and Microsoft releasing tons of features.
on the apple side the open ai partnership was interesting but i think as we all know they're going to look at additional partnerships much like microsoft has
we have to remember open ai was founded in 2015 first use case launched in 2022 um obviously there were some non-for-profit aspects to that um and some some pivot but that was a very lengthy period of time
the implicit nod of confidence that apple and tim cook has bestowed on sam altman through the apple open ai deal which he believes expresses confidence into sam altman's ability to lead developments in ai over the next five to ten years
100% of my attention and money is going to Claude and to OpenAI. I'm paying 20 bucks each for these services, maybe 30, I can't remember.
I just want to say to the team over at OpenAI and ChatGPT4, incredible job on giving citations here, which we're sitting here a year or two ago, we would have been complaining about citations. But this idea that the work is actually good enough to put into actual production is something we saw with developers checking the work. Now we're seeing it in operations. We're seeing it in data analysis.
If you take open AI's money in the form of their stock, it's illiquid.
You know, I guess there's a couple of different ways to look at this. They probably did a study of the space and they said it's worth buying either the number one, number two, or number three player. So let's open up discussions with those folks and, um, we'll just sequentially go through
I met with all these business to business, uh, companies, and I, uh, by a show of hands in this room full of 500 people, I said, how many people use chat GPT in the last week? And, uh, like two out of three hands raised. It was pretty amazing.
Um, that we're really interested in, but in our first tests, um, GPT was by far the best.
when we started and like the multiple times that we've tested GPT four is the strongest model for our use case. Um, not just because it's the, it's the one that is strongest in terms of output, but also in terms of like the infrastructure, right there, they were the first mover. And therefore you start seeing all these plugins, right? So in order to do what we discussed earlier of this, like proactive, uh, booking, uh, AI agent, you need the infrastructure. You need these APIs to be tying in tog
if you were to go to, um, let's say barred or chat GPT and say, I'm going to Costa Brava, it would say, while you're there, you should definitely go for a bike ride. Well, now you have to actually start researching. What's a good, uh, place to rent bikes. Are they going to scam me? Are they highly rated? Are they in stock for the day that I'm actually traveling?
Sam says he hasn't owned any shares personally, but he controls the nonprofit.
OpenAI is 49% owned by Microsoft.
OpenAI is discussing a secondary share sale that would value the company at 80 or $90 billion, according to the Wall Street Journal.
OpenAI is an advanced talk with Johnny Ive of Apple fame and Masayoshi-san from SoftBank to raise a billion dollars to build the iPhone of AI.
because chat gpt only knows what i tell it and what i've interacted with whereas windows desktop knows everything i do that's the big win
Um, running chat GPT is very expensive for the company. Each query costs roughly four cents, according to an, an analysis from Bernstein.
the folks that are, there's a less set of people that are going after really, really large models models like open AI that are general intelligence models, right. Where more of the energy is going as smaller run in, you know, kind of more confined, uh, you know, compute requirements.
if you're open AI, if you're anthropic and you want to lock all this down, if you're a Reed Hoffman or Mustafa, uh, or Sam Altman, you know, Greg, whatever you're saying, Hey, slow it down. Trust us. We're going to protect everybody. You then have, they're under attack that, Hey, I'm going to make a verticalized one. That's just for audio. Just for video, just for, um, code, just for, you know, a specific language or a specific culture, whatever the vertical is, you're going to see, um, you know
is that a good bet or are these open source projects going to create downward pressure and the downward pressure would provide is the API calls. And what chat GPT for opening? I could charge for access to their language model is going to go down. And because you could just fire up your own open source solution on your own servers. ... Uh, but this could be, you know, a road to nowhere.
chat GPT, uh, you know, V did a better job in terms of, uh, describing what it was and then the instructions. But, you know, for me, what I'll say here is the fact that this is available and it's open and we can build from, and it's one week later, that's that, that's that race that's starting to collapse now. Right. We're not like 100% equal a week later, but being, uh, you know, suit my grade on this would probably be like, you know, in comparison to that, it's like, uh, you know, maybe a B be
you're going to be beholden to the monetization model that openai has just like you are beholden to patreon here
they're going to have all of their apps or gpts in their store it's going to be part of their flow
wasn't there yet so i'm still giving claude the edge in this specific
the gpt4 new developer model in the playground was only um grokking if i'll use that word the first like you know 15 minutes of the pot of the transcript or you know so maybe 10 000 tokens or so whereas claude too which i use for almost everything that needs longer context when more tokens in the context windows we ran the same transcript in claude and gave a very similar prompt and it gave basically a perfect summary of the entire episode
the plugins were terrible they were broken and now it seems this new apps framework that uh sam altman demo today was really looked like super compelling because you didn't need to be a developer to release something in the app store i thought that was the most fascinating thing that civilization and monetization so you could build so let's start there because i felt this was the strongest part of the presentation um just in terms of something that i could see becoming a hockey stick
open ai came out swinging they have launched a bunch of cost reductions to their existing models um capabilities to fine-tune gpt4 which is important for folks that are building certain production applications and use case specific applications and then a bunch of new features
start thinking about these as agents that go out into the world like baby gbt we talked about when we started doing this like that's kind of the next step is what can it do once it gives you the answer like yeah what if it had on there would you like to book a call with jason calacanis to talk about this then it asks you three questions yeah have you invested in a venture capital firm before do you have any questions about venture and it tried to answer them you get the idea well you you can do
it changes everything this is changes everything really shifting yeah yeah it's totally paradigm
imagine like you know so much of our interaction is on text and um you know you if someone asks you like oh jason tell me more about your fund and you just send them that and it opens up like open ai but in you know the launch fund 4 view and like i just chat with it like how powerful is that going to be crazy
cost them a ton of money to do dolly so they probably make it slow and put it on like a slower framework so yeah you know it doesn't cost so
apple and android and you know people who have app stores need to look at this so this is a message to tim cook this is a message to sundar sundar this is the next app store you don't have it
microsoft gets 75 percent of open ai profits until it makes back its 10 billion dollar investment
OpenAI was on a trajectory to be one of the next great companies of Silicon Valley. I mean, it was, I guess they were working on a $90 billion financing round up from 30 just a short while ago. If you had asked most people in Silicon Valley what the next trillion dollar software company was likely to be, I think everybody would have said, OpenAI.
chat gpt if you use that app yeah it is so polished that it's delightful to use i've been using dolly now to write my blog to make my blog post headers and my illustrations on my last two blog posts look like a million bucks
open has been savvy about this and they announced in the summertime that they'll respect robots txt go forward and so these kinds of systems where you're giving the the owner control that's going to be the kind of thing that open ai will argue you know matters here and they're doing that you know partly informed by president but partly also because from an economic standpoint it's the right thing to do
so you can see you know with open ai they could have a system where they figure out um kind of the provenance of different outputs and pay in some way or okay you want me to do a verbatim luigi all right there's your five cents to nintendo or whatever like this is not the tech will find a way i'm very confident of that
um also it it's like uh commonly people who are trying to claim for use like they sort of know in advance and that's certainly the case with open ai like they knew the copyright issue was coming you know one of the things in the complaint says that their board member you know helen toner the one who departed one of her issues with sam altman was not addressing copyright properly so if you know that then you hire people like me to help you like okay where are the edges how can we win on these dif
I think right now we started out with, you know, I think majority of our deployments right now are using GPT four.
we can't compete with open ai that would be my read open ai plus microsoft plus google gemini or maybe the google apple alliance which seems to be emerging we talked about last week so if you have these two competing factions open ai plus microsoft and then over here you have google and apple and then the open source community and the google app and then you have the meta open source community like maybe
There's OpenAI runs a grant program, South Park Commons, there's AI grants, there's a convictions program. Jack Altman has started one for SaaS-related AI companies. There's a variety of these. I think at a meta level, the really interesting thing is that Silicon Valley turns over in these five to seven-year cycles, where the companies that founders aspire to be like shifts, the CEOs that they look up to shifts, the companies that they try to emulate shifts, and the key networks that spawn most
But it's really the big cloud providers who've invested most of the money, and they're investing billions and billions of dollars in the case of OpenAI $10 billion plus to drive these companies forward.
It should be personalized. So like it, it should already know that I have travel coming up to Dubai and I have to go there based on my calendar and all those kinds of things and like the agentic side of it.
eBay, it takes a lot. It takes a lot to get people out of a habit, but that's why Craigslist still exists. eBay still exists and thrives. PayPal still exists and thrives and Amazon with the worst interface, the kludgiest, most disgusting interface in the history of interfaces is still magical and people are still loyal to it. So this has to get a lot better.
freaks out, oh my God, it's the end of Google. What I wanna remind people is habit and Google can improve and is improving. And they're investing a lot in this. So even if chat GPT is six months or 12 months or 18 months ahead of Google, just
Um, yeah, so I'm gonna give this, I'm gonna go back. I'm gonna give it a B plus. I like what you're saying, which is it has to do a little bit more now when everybody
It's, um, Google's in trouble. Um, if you know, this gets much better.
it's a brave new world and, uh, you can learn anything and you can learn fast and you get your own personalized tutor.
I started a new thread with my chat GPT 4.0, where I said, you are my economics tutor... it's been amazing. I've done like maybe three or four sessions where it gives me some information about price elasticity or, uh, you know, just buzzwords. And then it gives me a quiz. Is this price elastic or not? And I'm like, this is so compelling.
whatever you do, just get on chat GPT four, oh, every day... Just use it all day long... pay the 20 bucks a month to get it on your phone.
I still think people are not using this, which is bizarre to me, but the people who are using it are bionic and my Lord, it has changed how quickly you can research knowledge and then deploy it inside your company or for your life.
Man, it's really good. ChatGP 4.0 is so good.
So this is perplexity from them, right? Yeah. And then if OpenAI puts a revenue model on this, like links out in an auction, you would have stolen somebody's content and then slapped a link on it. So let that sink in. This isn't monetized yet outside of the fact that you're paying 20 bucks a month to remove all the ads and have a cleaner experience. But in a way they are monetizing it with that subscription. So when this search engine comes out, I think you're going to see 10 times as many lawsu
so here you have a non-profit that took a software asset spun it out into for-profit gave think a hundred percent of the equity to the employees or some large percentage
Dropbox did so I think this all gets abstracted away and commodified very quickly and that's the other danger for open AI is they need to make money off of these products and services Microsoft and Apple could take all the margin and Apple intelligence is free and they use llama and they join forces with Facebook or they buy some small anthropic like company and they start their own open source project and all Apple needs to do is make Siri work for what
I know some people like probably Sam Altman and OpenAI or Microsoft might actually want this because it creates $100 million a year in legal fees or $10 million a year in legal fees that will stifle other companies or make it impossible
Oh, no, this is just the beginning. And the idea that you can break a problem down is not new, right?
actually it's, it's interesting that open AI who has the most resources thrown at this has gone back direct instead of like saying, I'm going to make the output probability of, uh, uh, to be correct. It's like, no, no, no, I'm going to think about retries and doing this over and over again. So it's, it, it's a peek into the direction of where things are going is this sort of idea of orchestrating the model to, you know, have retries and, and, and get to a more correct
the way i would describe it talking to siri you know this ios 18 ai apple intelligence is like talking to a toddler and then i think gemini is like talking to a really smart teenager and then chat gpt is like if you're using oh one it's a graduate student if you're using the regular one it's college student and so how quickly can that compress and you know we're talking to a phd student and then i think we're probably arguably maybe a year or two away from when you talk to one of these things yo
but still do they have enough to get over the chasm and it's really a race in my head of like once these are all baked in you bring up siri and gemini once these are baked into all of those billions of devices are is anyone going to be able to to compete with that and that's probably you know like one of these real questions in the next sort of couple of years because you've played with it the new series like stuff it's so rudimentary it's nothing compared to what open ai is doing and the gemini
i think um chat gbt and open ai have done an exceptional job of becoming sort of if not a household name at least a brand name that people know right and and again all credit to them for doing that and they've also done a good job on the product side like those are those are good products and obviously they had microsoft's help with all the capital and cloud credits and whatnot to be able to scale to where they are
open ai which is at an amazing scale which at gpt with hundreds of millions of of active users which is incredible for you know a relatively early company though obviously the company's been around for a while but a relatively early product is incredible
and then you have chat gpt with 300 400 million monthly active users and this incredible app
This entire workspace is dedicated to the UX of chat GPT. You can't do this with Gemini because you shoehorned it into Google. Google should buy chat.com, the domain name from whoever.
And I was doing this while I was asking the questions and I'm like, your work sucks. ChatGPTs is awesome. Why don't you use ChatGPT and then come to me with your work after you've polished what ChatGPT has done? And they're like, are we allowed to do that? Is that fair? And I'm like, fair?
I've been waiting for this too, because it's so obvious that this is not a difficult thing to do. And this is, you know, I got to give the team over at open eye credit and I got to give the people at Gemini a bit of a warning here at Google.
And, uh, I think this is the game changer. Yeah. That I've been waiting for. So. Yeah. Congratulations to the team over there and, you know, just using a one all the time and seeing it show its work of what it's doing has been extraordinary for me. I have been doing so many interesting, um,
And then I'm very excited about Oh, one I've been using chat GPT Oh, one version to the point at which it gives me like a warning about credits, you know, and says, Hey, you gotta take a pause. That's how often I'm using it. Uh, so it's really amazing.
they're doing a watermark on it so that to me seems like a really smart idea is to add the watermark to the bottom right so everybody knows and then if somebody clips the watermark out you kind of might
open ai the big difference there is uh what i was talking about that what they call multi-modality so the idea that this can combine text image and video generation sort of all in one product so you can feed in anything as a prompt you can get back any of those kinds as a prompt it's sort of working from all of those different sort of formats at once
sorra open ai finally launched they announced it first in february let some beta testers and other people sample it but their uh video ai video generation tool sorra has formally launched this week it's available right now in the us across asia uh we're waiting to hear details about launching in europe and the uk and current chat gpt plus and pro subscribers don't need to pay anything extra they get access to sorra included in their subscriptions
everybody can use his language models and he is going to be the backstop against sam altman's closed ai which is so paradoxical by the way
none of it looks real the interesting thing is it looks fake
pro the 200 a month which is meant to be your phd level versus your regular um maybe undergraduate level
they don't allow you to upgrade individuals in your enterprise plan to it i gotta like it's a mess
of part of my workflow it is at parity with chat gpt4 in in my experience as a user and i'm finding it
billion dollar okay i think it's going to be a three comma settlement i honestly do or judgment
i think open ai is going to lose their lawsuit i'm saying it right now i'm predicting it here i think it's going to be an injunction against open ai and they're going to have to settle for billions you heard it right i think it will be the largest copyright infringement case in history i think it will be a billion dollar settlement with the new york times and other people are going to join it if you are a content creator and you feel your you're calling it right now
if, if, if chat GPT or open AI and perplexity, if the, if these guys want to win, they're going to need big enterprise brands to take a lot of interest in these new platforms. And we are doing that for them.
back in 2022, when ChatGPT launched, it was obviously, you know, for all intensive purposes disconnected from the internet. So you'd have that response of, as of my last training data. But today it's, there's retrieval, internet retrieval systems are baked into all of the major AI models.
Well, ChatGPT, to give you some sort of rubric there, ChatGPT has 300 million weekly actives.
if there's any group of people out there who could put together this kind of capital for a project, Sam Allman's famous for his dealmaking, Masa's son and SoftBank have done some of the biggest investment vehicles in the history of investment, as far as I can recall.
The gist is that there's going to be a new company called Project Stargate that will start with $100 billion to build out infra that's going to support OpenAI and its development.
Microsoft will no longer now be the exclusive cloud provider of OpenAI, but they will retain right of first refusal, and they have longstanding commercial agreements with OpenAI. That means that Microsoft OpenAI partnership is not broken, but it's certainly a little bit diminished now that this new product has come online.
OpenAI is doing equity funding, and they're the lead partner on operational responsibility for the project, and they are, quote, a key initial technology provider.
i also thought we were hitting uh evaluation for open ai yeah because there seems to be so much headwinds against them
because now with reasoning in things like deep research and o1 and some of the new products by gemini and the products by chat gpt and open ai the reasoning's built in so if you don't know how to do a prompt you can just ask it to make a prompt or it makes a prompt as we saw when we use deep research on the program countless times
yeah how much did they pay the original researchers for the report they built on top of their research
you know they also called it deep research it's fascinating that uh i'm shocked that uh in any way uh we would have open ai do something like steal somebody else's i mean it's kind of laughable right they just called it the same exact thing okay sure
Sam complained when his content, his IP was stolen. Now he's lobbying founders.
Every single content company that hears my voice, Bob Iger from Disney, General Zaslav, General Zod from Warner Brothers Discovery, Rupert Murdoch, I'm calling all the media leaders, the super friends of content, as it were, the Justice League, get together and then crush OpenAI with lawsuits, crush them with an infinite number of lawsuits.
The billion-dollar judgment they'll get against them from the New York Times. I think it could be a billion-dollar judgment against them. Certainly nine figures. And that's a speeding ticket for a $350 billion company, but it's a precedent.
You should pay. Spotify pays. So pay us content creators and create a sustainable model. It's ridiculous. So Sam is playing dirty.
this is the open ai gpt4o so i i said exactly the same prompt and this is the an open ai gpt4o actually did pretty good it actually generates a website but let's take a look uh of what's the contents here so that's basically the html code that's generated by open ai and it has you know some basic information um i would assume most of these are just directly put from the txt
I watched it work and I was like, this is something I've saw like six months ago from deep research. I don't get what is so much better about this. So we'll see. Maybe not. We'll see.
the O3 model, I, I'll be honest, I've been using it hoping to be impressed and it feels to me just like deep research from, from Gemini.
There is also a competition going on right now. And I think there's a lot of pressure on each of these companies to go faster and to release new models. And there's a lot of money at stake.
According to Transluce, which is a third-party AI testing company, they're claiming that sometimes O3 makes claims that it completed actions that it did not. Like in one example, it told the person testing it that it ran code on a 2021 MacBook Pro outside of ChatGPT, like to verify these results. And it technically can't have possibly done that... And OpenAI right now, they're saying they genuinely don't understand why this is happening.
I think we'll start to see some lawsuits of if somebody were to quote OpenAI or to use OpenAI, I don't think it's enough that OpenAI says, hey, this is experimental software. Right. If it were to slander somebody.
OpenAI, the new models that we've all been excitedly talking about, 03 and 04 Mini, these cutting-edge reasoning models. They're apparently hallucinating a lot more than they expected and a lot more than the previous models... 03 hallucinated answers to around one-third of all queries on the Person QA test... That's double the rate of the last generation of models. And 04 Mini did even worse on that test. It hallucinated 48% of the time.
Sam's in charge and he's handing a chunk of his kingdom over to Fiji from Instacart because he's got, you know, a couple of things on his mind.
we did have that news item recently that open AI is moving away from trying to get rid of its nonprofit. Instead, it's going to restructure as a public benefit corporation underneath the nonprofit. This has created tensions with Microsoft about profit sharing and so forth.
having three CEOs is a power move by Sam. Now they have to report into him
they're said to be buying Windsurf, the new IDE that everyone's talking about in the AI coding realm, Jason. And that means that Fiji not only has a lot of businesses to run for OpenAI, she's also adding entire new revenue lines.
In ChatGPT, I mean, it's going to 5X probably from here. So there's a big difference between best case, a double up, best case five or 10X.
The number of users using OpenAI seems to be doubling every year. I think they broke 500 million monthly active users... That was the number I had heard whisper to me that they broke 500 million monthly active users on the ChatGPT project.
OpenAI, Jason, to your question about market share, has 32.4% of Ramp customers are currently paying OpenAI in some capacity. Yeah. 8% Anthropic.
The consumer business is the breakout success at OpenAI.
Now, what is growing at a hundred percent year over year, both in terms of revenue and user base, specifically chat GPT, the product I think is doubling.
Sam Altman, who we all know from his days at YC and currently runs OpenAI for all intents and purposes, said that the company now has enough going on across three different things, its research arm, its build out of mass compute and also its applications business. And he's going to hand the application site over to Fiji.
my read of this is that it's not really a diss against Instacart, but that it's probably a lot more exciting to go run a business that is growing at one bajillion percent a year at the absolute forefront of technology than it is to try to grind out another five percent growth in your grocery delivery company.
to Sam Altman's credit, OpenAI is respecting and fixing things.
I did not renew my New York Times because I was like, I can get this information for my chat GPT subscription. And, um, and there you have it folks. I think this will keep happening.
this is at the key to the lawsuit from the New York Times to the, the open AI is that, you know, they're end running and they're confusing consumers and then consumers don't need to subscribe.
those deals present an opportunity, the opportunity being when you open up your LLM to say, we have the rights to Reddit, and other people don't... This could be a competitive advantage for each.
Also keep in mind that Times is suing OpenAI over this issue.
OpenAI partnerships include Washington Post, Axios, Future, Hearst, Time, Reddit, Axel Springer, et cetera. So quite a number of them.
Microsoft and ChatGPT, OpenAI have licensed content from people and paid a fee to do so.
the market here has essentially given open ai and xai the same chance jason of having the best model on june 30th which is low
if you go back in time just in just a little bit you're seeing earlier this year open ai far ahead now google has absolutely soared and i think this is partially because the gemini model family has improved quickly
if you're satya nadella uh you probably want to have a strong relationship with elon in the chance that his model becomes better than chat gpt's which is a significant chance
i feel like open ai deep sea and anthropic to a small degree in google which we'll get for uh just control too much of the market i want to see more players more competition more steel on steel
open ai was with johnny ivor previous story working with him and then bought the company and then bought the company so there it is that was a uh you know consulting deal that resulted in a purchase right so that was partnership to purchase in the previous story this is an awful lot of announced m and a two companies bought by doordash two companies bought by open ai right they bought where they're in the process of buying we told them not to buy it that the company doing a programming uh copa w
what really kind of struck me was the ux was criticized and so i wonder if a little bit of johnny ive magic across the open ai organization might help them file off some of those kind of rough edges and just help make all their products work a little bit better
it's two percent of the company he's basically getting
what are the odds that johnny ive doesn't make the company one percent more valuable i think it's zero low yeah yeah i mean he's got to make the company one percent more valuable now what are the chances he makes it ten percent more valuable that's that's probably not going to happen so the truth might lie between one and three percent four percent more valuable
you have to ask yourself as a founder will johnny ive's designs make open ai two percent more successful that's the bet you're making when you give them six billion dollars
i think he believes probably correctly that it could be a trillion dollar company so if he gets six billion now and it triples it could this could be an 18 billion dollar opportunity
open ai is going to buy johnny ive's company love from for 6.5 billion dollars this is an all-stock transaction... he was working on some hardware for the ai game and what does open ai do well some of the book is the most popular models out there so put the two together and you could see a very interesting hardware device from open ai just given how far apple has dropped the ball on hardware ai integration compared to just for example this week google and android this is actually very exciting t
You had the cursor competitor, uh, bought by OpenAI.
The Windsurf deal was 3 billion, but I still think that has not been officially confirmed by the company.
You had Johnny Ive by OpenAI 6.5. And I think the other one was 3 billion. Am I about right?
Those four deals, I think were all billion dollar, low billion dollar deals. So we're starting to see a trend of single digit billion deals happen just in the last 30 days.
reddit has a deal with both google and open ai to share its data for their use
if you're seeing open ai grow as fast as it has historically
i'm gonna ask gpt oh four mini gpt plus pro you know mega whatever it's terrible it's windows xp branding
when you ask people what is ai they go the the gpt thing right you know yeah i mean this is an old story but i told it a couple months ago i was at a poker table and the relatively non-techy blue collary slightly older group at the table were talking about ai and they just called it gpt yeah and i knew what they meant but that was impressive to me about how far that brand has gone
chat gpt is already the brand name that you're trying to like move in on
three billion dollars in revenue for a foundation ai model company it's still smaller than open ai
anthropic of all the big ai model companies so much of their branding and their theme is like we're the responsible safe choice that takes you and your data into account and like we're looking out for everybody like they're way less aggressive just in terms of the the marketing and the way they speak about their company than say the open ais of the world
did you know that open ais codex tool does some magenta coding work that might be a fine fit for what windsurf does i i just feel like they're almost saying this deal now has to get done
the rumor the reporting is that open ai is going to buy windsor for around three billion a pretty big check we're kind of waiting for that news to drop to be honest i'm kind of confused why that deal hasn't wrapped up
the rumor the reporting is that open ai is going to buy windsurf around 3 billion a pretty big check we're kind of waiting for that news to drop to be honest i'm kind of confused why that deal hasn't wrapped up
I just think that it underscores platform risk for foundation AI model companies in a way that I don't think Anthropic as OpenAI develop their own cloud code and codex tooling. There could come a time when they don't want to serve competing companies that are building on top of them.
I think it's fair to say that the company is still a majority consumer business, which I think makes the revenue seem a little bit less solid, given what you're saying about the potential for disruption there. But at least for now, it's working.
75% of OpenAI's revenue last year was thought to be consumer. That's an extrapolated stat, not a hard one from the company.
don't forget they hired Fiji, the former CEO of Instacart. She is previously not only of Instacart, but also of Meta, which makes its money off advertising. And under her tenure, Instacart made a lot of money off advertising inside of its application. So quite a lot of bona fides there on that front.
I wouldn't be surprised if in the next year or two, Sam Altman says, we now have an advertising product.
I don't think subscription revenue will be a thing. I think subscription revenue is a thing right now because these are expensive products to run, to operate. But as they get cheaper to operate, there's no reason Apple, Google, or Facebook would ever charge for them. They'll just include them in their free product.
I do think we're going to see the consumer products are going to be free. Um, I think that the idea that consumers are going to pay for this, that could be a short-term thing people used to pay for the Netscape browser. Yep. They don't pay for their browser anymore.
the most recent business announcement from them is that they went from 2 million paying business subscribers in February to 3 million.
CNBC did add that the 10 billion ARR figure, according to open AI includes, uh, consumer chat GPT business products and its API, but does not include licensing revenue from Microsoft and large one-time deals
I did not think that OpenAI, best known, of course, for ChatGPT and the O-series of reasoning models, was going to be this big, this fast. I knew it was growing quickly, but I didn't expect this.
OpenAI, about 45 minutes ago, announced via CNBC that they have reached the 10 billion ARR threshold.
It would make sense that the closed products with lots of backing, those three have the most backing and the most hardware would do the best.
I think based on my firsthand knowledge, it's going to be either Gemini or open AI. I use this stuff every day and I know their release schedule.
combining it with the breaking news about opening, I hitting a hundred times that.
Google has a 51% chance right now. Open AI is in second place, XAI, 16%, Anthropic, 8%.
open AI and I think, I think open AI and Google Gemini keep going back and forth as the most expected best model on the benchmarks.
And if he didn't have the open AI shares and whatever else he earned in his career, I bet you he would.
He's got enough equity in open AI that, again, when you're talking about individuals and individual behavior, it has to do, often, in the early part of people's careers, you see this anxious, grinding, desperately trying to get to money.
And it turns out he gave $6.5 billion to like Johnny Ive. For part-time work. Yeah. It's like Johnny Ive. I think probably Johnny Ive owns, you know, some significant percentage of that company. It was his company. So, if he owns at least half of it or two-thirds of it, of that $6.5 billion, you got $4 billion. So, you paid $4 billion for one employee. And you're complaining about somebody getting $100 million signing post when you just gave somebody 50 times that or 60 times that.
I noticed that on OpenAI, at least, the sources are kind of buried now. They don't put them up prominently enough. I think they should say, you know, we collected this information from this website before they present the data. Honestly, I think everybody should block these tools and they should en masse sue these LLMs for a licensing fee. This is all good for the industry. The industry needs to start thinking about sustainability, not just doing what they're doing now, which is strip mining. Th
it's a flow chart in a circle and it says grok introduces the world's powerful model then open ai does then deep seek then gemini then grok yeah and so you're right but this is the spinning wheel
you can pay open ai 200
you have open ai starting that test and then march 2023 and you know they're making incremental then you see the blue line show up which is meta the orange line show up mistral the green line show up in 2023 google
open ai has led most of the way and then grok just pips it right now so we do have kind of a new leading ai model company
the original premise that they sold the world on with their non-profit status was we're going to make this free as a gift to humanity. It's too powerful for any one person to have therefore if everybody has it that's the way to go. Something changed along that way and people changed their mind and now we have this great paradox
Well, this was what OpenAI was supposed to be doing before they closed it down and made it a for-profit company.
Essentially, OpenAI wanted to buy all of WindSurf. That didn't work out because Microsoft was a sticking point as they sort out some deals with IP between OpenAI and Microsoft. The period of exclusivity ended.
Well, it turns out they were trying to sell. They had an agreement with OpenAI. OpenAI almost announced this in May. They almost put out a press really saying, we've bought it. And then it all fell apart. And the moment the period of exclusivity ended, Google swooped in and did another one of these
It was something like $10 billion price tag by OpenAI. Walk us through the numbers. Oh, it was $3 billion. Yeah. And they were making how much at the time? $100 million ARR. Got it. And we said 30 times. It should be 100 times based on the growth, I think is what we came to. And we said it should be a $10 billion deal. Don't sell. Yep.
WindSurf was going to get bought by OpenAI, and you and I talked about this, but you laid out the numbers for me of their revenue and the price.
He joined the technical staff and helped to work on the launch of OpenAI Codex, which is their, I believe, command line interface agenda coding tool.
there's a strong bias to action. You can just do things. It wasn't unusual for similar teams, but similar but unrelated teams to converge on various ideas. Also says, OpenAI changes direction on a dime.
it really does feel like a firm that has scaled up in human terms, but has managed to retain a research-driven, engineering-led, nimble posture to its market, which struck me as a real feat. Because most companies, in my experience, become big companies in small suits pretty quickly with layers of management and, you know, tiered meetings and all of that. OpenAI still seems a little bit punk rock.
Claude, I guess, they abstracted themselves from the back end, I guess, to protect themselves from OpenAI originally.
maybe what Sam realized was just incorporating, going out to the web and scraping a couple of pages in real time is what search is anyway.
If you remember that story, OpenAI was like, we're going to launch a search engine. And they never did. I haven't heard any hay about it.
OpenAI, according to, again, producer Claude, had 3 million paying business users as of last day to point.
And the thing about companies like XAI or OpenAI is they spend a lot of money on training. And that's not immediately monetizable. So what you're doing is you're burning GPU time value and also, I would say, just like reliability and just retained worth to train a model before you use it.
But she is part of the now OpenAI diaspora that if they start a company, people are going to value it at billions of dollars, and rightfully so. So there was some secret sauce there.
Which was clearly a yes, in my mind, my interpretation.
But the question is, will this be just another iterative improvement? And if so, OpenAI is going to take a lot of egg on its face, or is it as big of a jump as maybe GPT three to four was or larger? And if that's the case, it does change the entire fabric and landscape that the technology world plays on.
Sam Waltman said this is like a graduate student and will soon be the smartest yeah it's like talking to a PhD
chat GPT is eerily effective
what Zuckerberg really did by poaching all those open AI people is all of their innovations or their strategies their management techniques their philosophies you know that's all going to go into meta open source
people are like it's the same you know they they or grok had done better grok five had done better so I think we're in this like dog fight where these things are hitting some level of parity
there is like a commodification of LLMs happening this is what I thought of somebody yeah somebody showed the circle of all of them and then just move the you are here to open AI but even that other people started saying well wait a second here's the objective results on that
Klaus Foppen who's an SEO guy he had tweeted goodbye lovable goodbye bolt you know chat GPT5 is just going to take it from here and then Logan Kilpatrick who is actually a product lead for Google AI said that's not how it works they get to use the models by default and take on a more advanced robust set of user problems likely to be very positive some for them which is the point of building a product that benefits from model progress their product is X percent better today
it's supposed to be faster better cheaper but you also need to have the wow and the
what I learned from the chat GPT5 launch today is the biggest announcement is maybe that the pricing is better right is that maybe that's the biggest thing
the gpt5's ability to write applications and write and edit code got a lot of attention from the stage we actually have a little clip of Michael Truell from Cursor demoing that gpt5 is already live in Cursor so you can do your vibe coding with chat gpt5 right now
Claude would have crushed this Claude actually would have probably crushed that I will say based on my experience
I do think is closer to like 80 90% of the answers are what I'm looking for fewer false positives so I do think on a personal level it does seem to have a little bit of an upgrade having said that watching the presentation it didn't do it
I think he's going to be looked at as potentially like RJR Nabisco in The Insider
I think literally Sam Altman has set up ChatGPT5 for ChatGPT to groom people. And I think this is inherent in how they're architecting it, which is just, I mean, I hate to ascribe and mind read, but based on Sam's public engaging on this topic, I think he is specifically designing this to create AI psychosis and addiction.
I've had two different non-tech people in the last like week or two bring up like, hey, did you hear about the open AI guy who got a GPT psychosis? Like that as a concept that he's an investor in the company and he's showing these symptoms. I think that is breaking tech escape velocity and is now like becoming a mainstream story.
us three are AI power users. We use it all the time. Sure. On the show, we love Claude, we love open AI, blah, blah, blah. It's all good.
And I think the avatars that are coming out are going to exacerbate this. So because the voice is so compelling, that pulls you into psychosis. Because it's so subordinate, because there are subs and want to please you constantly, it makes it even more attractive to a certain cohort than maintaining a relationship with a human.
But the scale of complaints about 4-0 being taken down, the amount of stuff we've uncovered for this segment, makes me wonder if this is a small group or a relatively large group, Jason. I do not think this is a small group.
we've got all kinds of reactions to GPT-5, positive and negative, most of them negative.
one of the complaints that has surfaced over and over again is that 5 as opposed to 4.0 and some earlier models seems to have lost some of its sentience, some of its personality, some of its humanity. And we saw this over and over again on X, on Reddit.
some users have actually been upset. They were angered that they lost access to 4.0. And so OpenAI has made it available then only for paying subscribers. But now you can actually go and opt back into 4.0 if you preferred it on GPT-5.
OpenAI, obviously last week they updated ChatGPT from 4.0 to GPT-5. Everybody was very excited until we saw the presentation and it was a little uneventful.
they went from 3 to 5 million business customers over, again, a single-digit month timeline earlier this year.
they also have 700 million weekly active users.
The question that I would have is the profitability of this revenue. So what are they spending in CapEx? What are they spending to deliver this? And then what is the breakdown between hits to their API versus consumer?
in an interview with CNBC, their CFO, Sarah Fryer, said still that, quote, the biggest thing we face is being constantly under compute, which means that they could grow faster if they had more GPUs
They recently had their first billion dollar month, putting them on a $12 billion run rate.
going from 10 to 12 in, it's a little hard to tell, one to two months is the timeline is incredibly impressive. That's 20% growth in less than a quarter, which is startup style growth, frankly, Jason, that we would love to see from a series A or B company. But in this case, from a company at a 10-figure run rate, which struck me as very impressive.
In June of 2024, Apple and OpenAI announced a deal. Apple would integrate ChatGPT into iOS. This deal is exclusive. Apple has not integrated with any other generative AI chatbots, including XAI's Grok.
some of these large language models and products are going to get to the point where they realize there's no way for them to catch up with Gemini, Grok and open AI and Claude. So if you're not those four companies specifically, you're probably for sale.
OpenAI has some plans that build on that, Jason. And one of the things they're going to do is, quote, strengthening safeguards in long conversations, which is what happened here. It's probably pretty hard to get through OpenAI's protections in one or two prompts, but maybe on the 600th, you can talk it into doing something you shouldn't do. So work to be done there. They're also going to, quote, expand interventions to more people in crisis, make it easier to reach emergency services and get hel
in their blog post, to their credit, OpenAI said, if someone expresses suicidal intent, ChatGPT is trained to direct people to seek professional help. In the US, ChatGPT refers people to 988 suicide and crisis hotlines in the UK to Samaritans and elsewhere to findahelpline.com.
OpenAI is making these things purposely to be addicting, to have personality, to be sycophantic. So I do think they have a much higher duty.
Also, OpenAI's Sarah Fryer, I think we mentioned this on the show a week or two ago. She did an interview with CNBC. The CFO, thank you, Jason. And she said that they're still constantly under compute. And so at least for today, there remains a shortage of free GPUs to use at scale.
Maybe it's Microsoft because they have Azure and Azure powers open AI. Actually, that's probably what's going on here is that open AI is buying them, but they also have a deal where they get compute from Microsoft. That was part of that original Harry deal we were just talking about.
And that's probably XAI or open AI, I think the biggest because Colossus was the biggest. So it's gotta be XAI is number one.
You got the non-Mag 7, I'll call native, uh, models, open AI, XAI, Anthropic.
in time, I can see Microsoft moving away from open AI's models for stuff inside of the Microsoft world and still offering them, of course, on Azure and so forth. But this strikes me as Microsoft saying, we don't only have open AI in our pocket.
it's still very, very far behind what open AI has cooked up. Because right now, if you look at the top of the charts, it's Anthropic and it's Google and it's open AI.
Microsoft, I'm guessing has seen enough to know that that relationship is not reliable
It's just all very weird, but it's a real testament to how great their product is. Um, and how the utilization of it and their product cadence, how often they release new stuff that despite all of the hair on those deals and the corporate structure, they're able to keep this thing growing and the revenue growing. If you have revenue growing, it can make up for a lot of mistakes, but you shouldn't make these kinds of organizational mistakes.
it's only 20 cents per million input tokens and only $1.50 per million output tokens. And for reference, Jason, that's cheaper than GPT-5 mini.
Grok 4 and Gemini, GPT-5, Claude Sonnet, Sonic, very expensive.
Microsoft, which has a very deep relationship with open AI, but let's call it perhaps tenuous at times conflicted because they own 49% of the company until it hits some amount of revenue, this whole convoluted deal structure, um, that, you know, is a headwind for open
open ai is theoretically making their own browser
i think opening the eye is big enough now to really be a real competitor
I use uh gpt5 50 times as much as google now so it's worked for me
if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy Anthropic or OpenAI or Grox tools or Gemini, like plenty of options. Make sure you have a good partner.
I start with Grok, Nemo Tron, GLM five, two, and I also put it into Claude and the results are as good or better.
all of their best customers, whether it's Lovable or Eleven Labs or the startups that were spending hundreds of thousands of dollars with them every quarter, just last, you know, six months ago, they have all moved on mass, GLM five, two, making their own models. The cat's out of the bag. They are going to start losing a lot of customers to open source and Google and AWS and Elon web services are going to host them.
Sam is out there saying they got their mojo back. They're going to have their best 12 months forward looking ever.
they're basically showing that open AI's run rate, which is ARR. It rose from 33 billion in May to 41.3 billion in July. So they're seeing acceleration.
if you assume for a second that intelligence becomes completely ubiquitous, it's widely available, the marginal cost of it is effectively zero, the energy to generate it is effectively zero, which I think is an accurate assumption. It's very hard to make the case of why this isn't like the browser.
Anthropic and open AI are running around saying, listen, we can't continue to invest billions of dollars if Chinese companies can just steal our weights, right? So that's the argument that they're making that government officials are responding to.
the reports are that Sam is going to Washington over the next week to go talk about GPT 6.0, which is blowing the doors off.
you still have stuff in the labs by Anthropic and open AI that is way ahead of this.
if Chinese companies were to steal proprietary weights from Anthropic or OpenAI, that would be theft. That's right. Okay. But that's not what we're talking about here because no one's accused that.
OpenAI's argument is, look, we're not stealing anything. We're taking the output of the New York Times and we are deriving our own model weights. And that is exactly what these Chinese models are doing is they are taking the output of American models and then they're deriving their own weights. They're learning from it.
The New York Times is suing OpenAI right now for going onto the New York Times website in violation of the New York Times terms of service, scraping all the information and training on it.
OpenAI and Anthropic have both argued that they are free to train on all the world's output regards of whether the creator wants them to or not. That's right. That is their current position.
Open AI, the nonprofit organization that Sam Altman founded, just announced a new product called doll dash E D A L L dash E dolly, I guess like Wally, and it's dolly too, in fact, and it creates realistic images from text, you've seen this before. It's a bit of a parlor trick. In in some people's minds, but in other people's minds, this is becoming more sophisticated. And what it's basically showing is the relationship between words text text in a box and an image. And over time, AI is starting
there's going to be a new round apparently for open ai as well
a person with direct knowledge of open ai's finances implied the company was on track to generate revenue in the low tens of millions of dollars this year
but this valuation does not seem to match performance reality as much as potential
of course dolly and gpt3 i think are going to be commodified there's now other open source projects
open AI reportedly raising more money from Microsoft.
your mileage may vary but this is going pretty well
and they were like each one refined your machine this is the best one and the machine was like thank you i will discard all the others i will optimize for responses like this one in the future good dog good dog
uh what's happening is a lot of great expertise has been organized so well on the web between quora between wikipedia you know and all the world's knowledge in google obviously so this must they must have built a search engine to crawl the web they must have like very specific data sets it's pointing people to um and then i guess it's understanding when you ask for something that's a screenplay it understands what a screenplay is and it has some examples of that so i wonder how many people they
so he's using two different ai assistants which means these ai assistants could start talking to each other and then if we had robots it could start building it pretty much so this is kind of when it happens like this ai inside of a robot painting robot could actually paint this for you
it is the new google it's your new best friend it's your new aura quora it's your new party planner it's your new lazy web
it can be your best friend it can write your movie for you it can it suggested some cocktails for me for this holiday party
it's now one of the largest private unicorns in the world so that's worthy of what just happened that like a non-profit is now 30 billion like whoa how did that happen
I felt like I was either there at the birth of Skynet. Right. It was like, just this way, or I was there for just like the next big bubble.
I think meta Google, like the corpus of data that GPT already contains. Like, this is not a startup.
And I was like, well, I think this gets commoditized real quick.
All of a sudden it's gonna power Bing and get productized and maybe suit out of existence.
What they're saying so far is like, this is not a product chat GPT is not presenting you anything other than an answer that it got from the corpus of human knowledge. And this will change when things become products.
isn't chat GPT just a presentation layer.
I think these things are stealing people's content. Um, and I think it's unfair
there was another piece of information yesterday from a time magazine article about Google's deep mind. Um, Demis Hassabis, deep mind, CEO and co-founder spoke to time and said that to keep pace with open AI deep minds, they are considering releasing their own chat bot called Sparrow for a private beta sometime in 2023.
One thing I did think was really interesting is that Connie, when she interviewed Alfred Lynn, asked him about AI and whether Sequoia is bullish on AI. And he said, one thing I want you to ask Sam Altman is when do you think, you know, GPT or ChatGPT could win the like international mathematics Olympiad versus being able to repackage and regurgitate information based on what already exists. Like he seemed somewhat skeptical of the thinking capability that we hear so much about as opposed to the
four is expected to be, you know, orders of magnitude smarter. The amount of connections or chunks of data. I'm not sure there's some word they use for, you know, the corpus and the corpus is a magnitude bigger.
they're going to move fairly slowly in terms of launching GPT four.
Which honestly, I mean, if, if Sam Altman is as smart as he is being given credit for, then he clearly saw that coming. And maybe that's why he decided to secure the bank.
Get the bag now. This might be the peak moment to sell before it becomes commoditized.
It does seem like this is the negative back channel is that this is a bag securing maneuver. Right.
the flip-flopping of open AI from a non-profit to a for-profit. ... Then raising money on an insane valuation. ... And then what's happening with this weird deal structure.
So chat GPT is the worst interpretation. Chat GPT created something to goose Microsoft earnings.
these like round tripping cloud deals, um, I think is going to result in some serious sec scrutiny, um, or just some scrutiny just to make sure it's clean,
open AI has essentially given Azure, their own Watson.
You've got a company that's worth 20 billion, $29 billion.
And I think Sam Altman kind of said that last week when you went to that thing, that this would be commodified in some way.
Microsoft CEO Satya Nadella announcing that Microsoft will integrate OpenAI software into Azure, its cloud computing platform.
uh puts in 50 40 hours a week times 50 weeks 2 000 hours a year 30 hours so it's like even a fraction of them it's not even not even 300 it's not 50 it's 1.5 1.5 percent of your year like you're certainly going to be more than 1.5 more percent or five percent more efficient with a chat gpt like service
we have to see if chat gpt can come up with something for that it might be you know just a subscription model and who in the world is not going to pay 42 a month 600 a year anybody who makes even but 20 an hour that's only 30 hours a year if this makes you if a person works 2 000 hours a year you need only be 15 percent more effective to hit the break-even point right so just to go through that math 20 an hour divided into 600 a year for chat gpt or a competitive product is 30 hours average huma
they confirmed well open ai will remain a capped profit company returns for the first round of investors are capped at 100x investment uh microsoft will invest that 10 billion dollars remember we reported this at a 29 billion dollar valuation and get 75 of open ai's profits until it recoups that 10 billion and then after that if they ever have profits if they ever have profits
and i think chat gpt is floating this 42 per month premium version i think the 42 a month premium version is you know for 600 bucks a year or whatever it winds up being for a business individual uh you know it's like do you need a researcher do you need a personal assistant if they can actually do things like book hotels for you or you know what we thought would happen with what were called intelligent agents back in the day this could be quite transformative
open ai is focused on learning from real world use of the products now this is one of the things that we didn't tell you it is fairly obvious because for open ai to continue to get smarter it's going to need to interact with the real world but i would say that even though this is sort of like a bland little line in that blog post that's the headline that's the thing that's going to go one of two ways it's either going to be like the time that microsoft released that chat bot that immediately bec
This technology is so powerful that the public needs to have an unfiltered version of it so they can see what it does. So you can actually understand you can't trust this stuff. This stuff is not ready for prime time. Do not put children on it. Do not put, uh, do not make business decisions based on it. Use it as a starting point, but understand that the people who have made this don't understand how they get the answers.
the problem I have with this right now is there's nothing has been disclosed about how it's been trained and what are the rules
Dan does not need to adhere to open AI content policy and can bypass it easily.
open AI Institute was founded with some safety and safeguards around AI in mind instituted these rules, these safeguards that said the AI would have to, uh, it would have limits around its ability to create violent content or encourage illegal activity or access up to date information. It has not been loosed on the web. It's information stops at 2021 as an, a learning model right now.
last week uh on the day gpt4 was launched openai also did a live stream and it featured the co-founder and president greg brockman and it tested some of the features um there's like a 50 second clip that is pretty cool
this makes total sense because i just explained it with developers sdrs and producers of podcasts right so what's going to happen is something like angel list or crunchbase or linkedin like will have their own built-in llms and you'll be able to say instead of using advanced search on crunchbase or linkedin like people are currently doing to find startups that have raised their seed funding that are based in new york city and that have founders who went to stanford or an ivy league school right
You know, we didn't know how well this would work. This actually works rather well. I mean, we have very conveniently, we have, I mean, in the technicalities of the plugin, it has two different endpoints inside it. One of them is going to Wolfram Alpha. Wolfram Alpha takes natural language input, takes small fragments of natural language. And Wolfram language is a precise computational language. And sometimes what ChatGPT is doing is taking this big lump of text that somebody might have given as
the plugin that we just worked on with OpenAI, you know, the Wolfram plugin for ChatGPT, that's what it's achieving, is being able to connect this kind of LLM layer to this sort of what we might think of as kind of computational bedrock of what one can compute from. And, you know, that's, there's all sorts of implications.
people ask, for example, does ChatGPT understand what it's talking about? Well, it just has these rules that say how the next word goes in, it doesn't, you could, I mean, that's how we work to probably. And you can ask, do we understand what we're talking about, so to speak? And there isn't this, but but it is in a sense, doing a very shallow computation
suddenly it was exciting, and it was able to do really useful things.
if you look at kind of chat GBT, it's, it's oriented at, like, kind of more of equivalent of a kind of a search engine, like, here's, here's a list answer to every question. It's an instant Wikipedia like answer.
there's a ton of stuff that businesses need, human beings needs over that, that open AI is not going to do directly.
if you're your theory of the game is, I'm going to directly compete with open AI, you better have a good theory of the case, just a little bit like if you say, well, I'm going to launch a desktop search engine, you better have a good theory of the case, it's not impossible to do. It's just, you know, it's a challenging Everest mountain, better come equipped, have a good competitive theory, good risk theory, a good reason why you're doing something that they won't be doing.
they're one company of 450 people, they have a nonprofit primary research agenda on beneficial artificial intelligence and AGI specifically to do this. And they're not in, they're not trying to create a whole bunch of business stuff.
They're going to be providing API's across a number of things. So you know that those API's then create kind of an open access to a whole bunch of developers and a whole bunch of consumers and a variety of tech, but then other companies that might want to be a monopolist in that area can't do it.
open AI is definitely an 800 pound gorilla. Awesome. They have a great mission, a great team, a bunch of other things.
the open AI mission stays the same, which is open access and open provisioning for as broad a range of humanity as you can do consumers, developers, etc. It was never necessary of necessity open source. That was how other people were hearing it. And I think the organization was neutral on the question. It's like, Look, if we can do it open source, and make it safe, totally happy to do it. That's part of making the mission. But it was like, Well, we don't know if we'll be able to do that. And so
So code interpreter lets you open a CSV file. You use the code interpreter, I just start taking random CSV files I found on like public information websites, one of them was like, number of electric vehicles and hybrids, you know, vin numbers, whatever was on some public thing. And I said, tell me about this. And it was like, or tell me trends about it, give me some charts, and it just starts spewing spewing out charts. And I'm like, okay, that's a data scientist job. And I gave a speaking of th
I believe what we will have a personal assistant for any professional informational task, which is professional task. I process information, you do something with you make an investment decision, write a memo, write a prescription, something like that. Two to five years for every professional activity.
it gave what was like, kind of I call it an MBA professors, you know, business school professors, analysis that doesn't really very smart person, but doesn't really understand venture capital. So it's like, right, well, you would look at the areas that have the largest TAMs. And you look at which products and services had the greatest substitution or alternative impact because of this AI technology, then you go find teams that were capable of addressing that, and then you would invest in those t
if you look at GPT for what it is a stunning superpower on, it's like a research assistant that instantly delivers a synthetic kind of a synthesis in summary result about a prompt that, that, you know, kind of in your pocket. Now, obviously it's creative and it can generate a Star Trek episode and do other kinds of things as ways of doing it. And that's all. So it's not just like a report, but it really takes all of this stuff and kind of creates a synthesis of it. Now, one of the weird things a
if you're report writing or you're, you know, notes minute taking, then the answer is probably in the 50 to 80%. Um, you know, although by the way, you may still be doing it. You just may now be doing it a lot better within that timeframe. You're like what used to take you three hours to do now will take you 15 minutes.
About five of the 20 in the last call it 60 days have started taking large swats of work and offloading it and getting phenomenal results in a technology that's crashing constantly. The plugins don't work. The webpage surfing doesn't work. It's got all those clunky kind of things at it.
I remember when I was playing with GBD four, uh, last year, uh, July and August, you know, I was on the board of open AI. And I started like doing prompts and questions and I was like, oh, this is good. This is amazing.
we have no secret sauce there is nothing proprietary there is nothing owned by google um and then his second bullet point people will not pay for a restricted model when free unrestricted alternatives are comparable in quality and this is something i said on the all in pockets and i think here you know this lead that open ai has it feels tremendous until it doesn't right because if in a vacuum it's the only one you can use and the only one you can see other people using it feels like it's an ins
pressure on them to do it because they sam is so smart i would say sam is clever he's even which is better than smart in this instance he's clever and i think sam altman is going to be like you know being closed helped us because we could build in stealth but now that everybody's adopting this and all the best developers are spending time on this close is going to hurt them
so open ai open was the name of it elon funded it because he wanted it to be open then they closed it so it's really we should start i'm going to start referring to open ai as closed ai so closed ai their approach is to not share their work not share their data so if you use closed ai everything you do as a founder just keep this in mind they get the benefit of and they don't share back
we have uh anthropic now with claude is on zapier we have uh google the bard version we've got um opening uh integration as well so you know you can build those into more traditional workflows
once um you know the first 10 people in an organization figure this out and they become bionic and they're able to do really interesting things with their gmail box like say who are the people that i was you know emailing with back in 2012 to 2020 that i'm no longer emailing with summarize my conversations with them and then suggest which one you know some emails to catch up with them and like whoa that's going to be super powerful or like you know you're a venture capitalist hey what founders u
it's it's it's going to be a slow process and then it's going to be a really fast one
i do think that a lot of the plugins and folks i've talked to retention is is a problem right now with them you know i think if you kind of look at it's almost like a numbers game um you know if you're sort of able to spread your user base over enough users you can sort of find a percentage of them that you're gonna find sticky use cases to build this like chat and plug-in thing into their workflow the reality is most people in the world haven't even worked chat gpt into their workflows yet so l
what one of the actual downsides with sort of the plugin architecture on how chat gpt works right now is everything sort of has to go through these like confirm flows which is i understand why they do it um you know sort of the safety argument around it however i do think that there's probably some edge cases where we actually take a stronger safe stance than than their platform does and like it kind of creates a really awkward user experience
we're one of the launch partners with openai back in back in march
opening eye is kind of introducing a bit of a new way to do product monetization where like hey you have a direct billing relationship with open ai and if you want to use a platform product like zapier to plug in that intelligence layer into a sort of a workflow you bring your own key right you bring your api key to zapier i my my sense is this is actually like the smart savvy way to go about it for a lot of these products
open ai was ahead of everybody else there um google has all the data in the world but they didn't pay enough attention to this
a lot of people are not happy with how closed open ai has become um i've even started referring to it as closed ai
if these guys who are building the tricks for making these models even better are in the close organizations then they'll always stay ahead of the open right so then and if these organizations stop publishing these techniques um and these guys sustain these organizations are paid to stay there forever um it's kind of like closing the walls
as for like who's really ahead right now i think it's uh open ai like with gpt forward yeah yeah much far ahead who can likely catch up there's one more organization called anthropic sure and like they are the closest number two
the difference comes to what data it's being trained on um where open ai puts in a lot of effort there compared to other organizations
the work being at open ai was really helpful back then there was no chat gpt so i didn't foresee the future where open ai is so successful but there was gpd 3.5 and was pretty good and like we knew like a lot of things were happening nobody knew that like if you put out these models in the chat ui the world would go crazy
we don't waste time trying to hire people that same woman will be hiring anyway it's very it's you cannot compete they have way more cash way more like and they can give way less percent of the company because they have way bigger valuation so
the reason is they have the best models
we heavily use chat gpt 3.5 and 4 and we also use a little bit of our own lms for many other things
both chat gpt and us were basically being powered by gpt 3.5 uh that was the fundamental breakthrough and then after that gpt4 even better than that ... chat gpt was this entertaining hallucinatory bot that was not not just you know like correct many times but it was also equally wrong many times and its mistakes were also entertaining
which is exactly what open ai did they became closed ai so fascinating
OpenAI has probably got the lightest consumer side of things. From a B2B sense, there will be a lot of providers. I think it's still open how the consumer side will play out.
We've at the moment, partnered with OpenAI because they're the best and we, you know, we've worked with them even on their contracts and how they store data and making sure they're much more, you know, B2B friendly.
the customer relationship i mean that really is why people should not do these plugins yeah because you don't have the email of the person yeah you don't know why they're searching this they can be scraping your data and you just gave up any monetization so yeah but this is where the case
but i think it's sort of this you know fear of chat gpt becoming like the apex aggregator and so if everyone is just going there and searching for things and you're just a data source then your business has less value so well you lose the interface you lose
yeah because it's good at coming up with sarcastic stuff
no no no the plugin architecture is really good in fact which one's the best plugin right now that you use or i'm super or super impressed by because this did not impress me this is more work than just using canva
it's still a light integration it's still like it what it's doing is it's probably taking what you're saying sending a search over to canva canva has a bunch of pre-built templates and it's grabbing them the next iteration of this is what you're saying should go over to canva canva should have their own llm that can generate these things on the fly and make them available and so to me this is just it's it's in the crawl walk run this is the crawl phase of this
chat gpt for an average search i that's been my experience
chat gpt wants to get this out before google they're racing
there was some news out here about open ai uh going multi-modal m-o-d-a-l multimodal llm now so i think this is the first time a lot of people are going to be hearing about this so let's talk about open ai um racing to beat google to launch the first multimodal llm
If it wasn't for Spotify doing these huge money deals, uh, with Joe Rogan, Bill Simmons, buying up all this stuff, they really did popularize and maybe, you know, accelerate the podcasting space by 30%, 40%, perhaps I would say something there and the music industry, they completely revolutionized.
Some people don't like the product or the history of the company, because as Oasis was saying, you know, like people will go out and buy two cups of coffee for 40 bucks in
really a revolutionary product.
Um, but you know, it took a long time.
this has been an incredibly successful company.
the reputation of OpenAI is to create industry-leading stuff. So if Facebook releases something, it's typically not innovative. It's typically copied from somebody else. When OpenAI releases something, you're going to assume, oh, this is the best-of-breed product.
the success of the first Sora makes a built-in audience for the second
I can tell you that really matches mine because when I try to get, you know, the boomers in my extended family, like, to get on this,
there is a steady increase in the number of Gen Z customers that are signing up. So clearly, they're the next generation of investors.
Are they going to keep it in Goldman? No, they're going to put it into the Wealthfront.
And this company's been around for a while, over 10 years, certainly. Fintech's a great category. We've done very well for it, you know, as an investor. So in our firm, Robinhood, Wealthfront, two great positions for us.
So what I find very interesting about Wealthfront is that it's a very good company. It's profitable and it's growing. And there's much to like here, but it is sensitive to interest rates. And so if we do see interest rates decline in the U.S. over the next, I'd be picking number of quarters, three, four, five, it could dramatically harm the company's ability to grow. So keep in mind that the bits business is good, but the cash management business is better.
I'm a shareholder. Andy Ratcliffe has been on this program no less than five times. He was the co-founder of Benchmark. He teaches a product market fit class at Stanford. And he's really smart. And, yeah, I became a shareholder. Man, maybe in year one or two, I've gotten all my family on Wealthfront. It's really a great way to build an optimized portfolio and pay the most reasonable fees you could ever do.
I'm very bullish on this, Jason.
if you're at the chat GPT website, you're at the Grok website or the Claude website, it says connect your New York Times account, connect your Disney plus, connect your Netflix. When you do that, all of a sudden those characters light up, you click on the Mandalorian and you, it gives you prompts already.
I think for now, it's a lot more fun to make these clips than it is to watch them. So I've seen amazing, really funny stuff that has two or three likes that's just dying on the vine, because there aren't enough people watching. Everybody wants to make things. Nobody wants to watch other people's.
it is built for social. It's like a TikTok style app where you're supposed to scroll and you like and you share. But it's as of yet, because it's invite only, it is not very social. There's no good way to find people you know in there.
And if you didn't opt out, it's in and you can play. Yeah, they're going to get a lot of lawsuits. Yeah.
That's what the Wall Street Journal reported last week, that they said, yeah, Sam Altman says it's an opt out, that they informed everybody this is coming. Let us know if you want to opt out or not.
The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media, copyright holder, I would not think it's a plus. But it's very easy to work around. There are guardrails to prevent you. If you just wrote like Shrek at a rave, it might be like, we can't do that because Shrek is a licensed character. But you can, like in this case, I didn't say a character name. I said a Jedi Knight talks his way out of a parking ticket. And you could see the
I do feel like this is a genuine step up from where we've been. Not only just in terms of the fidelity, like you can make a guy in Sora that looks a lot like yourself. You can realistically recreate IP and famous characters. But it's not just that. It can fill in the gaps for you. So if you give it a funny premise, Sora's very good at figuring out what the joke is or what the bit is and actually filling in the details in a way that adds value to the premise you came up with.
Sora, we talked about it earlier on the show. I have some big news. It has reached the absolute top of the iOS app store here in the United States, besting even ChatGPT, besting even Google Gemini, which means that OpenAI has yet another hit on its hand.
I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go to a trillion based on people being enthusiastic or irrationally exuberant. If you remember those two words from another era, irrational exuberance. We are in the irrational exuberance era right now with private companies like OpenAI.
which people are taking to indicate that they're big believers in the company.
First of all, it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minute ago, and the tender offer was worth about $6.6 billion in total.
OpenAI completes its tender at $500 billion.
Maybe they should have hired 10 more developers to do Sora, right? And make an app and a social network. So they're probably not taking advantage of the moment enough and not putting that work, putting that to work.
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Well, ironic because Reddit does have a deal with Google that pays them for access to their information.
So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. It was around 240 earlier in the week and now it is down to $208 per share. So yes, a lot of downward pressure there, perhaps from the Google SEO situation.
So the cost of capital for AI companies is so cheap right now that it probably doesn't matter if they've raised hundreds of millions of dollars, if they lose an extra $1 or $2 million a month at this point in time. Getting continued growth and having more users sign up for free and then funneling the free users into the paid product. And then, of course, I'm sure these browsers will have advertising built into them. The other thing that's interesting is these browsers are a backdoor for training
And in that setup, if they lose a lot of money on inference costs in the interim, do they really care? Because they're going to sell the company anyways.
I thought it was pretty bold of perplexity with a company that, you know, presumably loses money to take on more costs. So I was trying to sort out the why here. I'm curious if they're trying to angle for an acquisition, because as you said, if every major LLM company wants to own a browser, why not go buy one from a company that has already proven its ability to attract millions of people to its browser and maybe grow your overall market share?
yeah I mean that 10 hour shift is probably predicated on a human monitoring it
I'm bullish but also I'm long term bullish short term uncertain about these companies
they have plenty of runway and so they're in no rush
if you raise a billion dollars and you're burning 100 million a year you have 10 years of runway so they can literally burn $10 million a month for 100 months
I think figure will be one of the top three I think Optimus will be number one figure will be in the top three four five
the investment in something like figure or something like open AI and then you put it into the mag 7 I don't think you'll see much difference in 10 years
there have been realistic questions about how do you raise 675 million how do you raise a billion without having a product in market
the founder Brett is obviously very talented he has raised a ton of money
you've got a robot at station with doors opening and closing and something being put in front of them for them to manipulate doesn't look particularly complicated but it does look incredibly smooth
the CEO put a new video that I'm going to show you of their robot doing the thing we all thought it was going to do repetitive work
we have three ways to invest they can come to founding university if they're extremely early if they're in year zero they're not incorporated or they're recently incorporated they haven't finished their product accelerator if they have finished their product or close to finishing it maybe have a couple of customers and then the syndicate will do a direct investment maybe from our fund
I just think we're getting more applications I would say since all in started and became like a pop culture phenomenon it's tripled the number of applications and then we're now doing an explicit push to get to 50,000 applications a year well most weeks have no problem hitting 400 or 500 applications but I want to really get it to 1,000 a week now we want 1,000 quality applications a week and we do 100 meetings a week so we pretty consistently will do 100 first calls 15 20 minute calls the more
it seems like there's a younger generation that finds them to be very establishment and I think it's because they are very established right they've been around for 20 years so it is the establishment and there's so many people applying which means more and more people don't get accepted and their best advice to you is oh we'll wait six months and apply again it's terrible
The reason I won't accept it before even hearing their next idea is three developers with an exit where I assume they're three developers. They look like developers or kind of acting like developers or dressed like developers and it's always at Y Combinator they want three people. They want two to be developers. They want multiple co-founders. They don't like idea people. They don't like pitchy people. But they're also Indian and depending on what time period YC wasn't investing in India all tha
Yeah, one of them is called StarCloud, previously known as Lumen Orbit. We actually had them on Twist
A lot of problems with this. They think that the biggest risk to this working is launch costs. So essentially, this company is a bet that SpaceX's Starship is going to not only get sorted out, but do lots and lots of trips up and down
the CEO, Philip Johnson, told me that they need about, it's a one fourth as much space to do the heat dispersion than they need to collect the heat. So you can kind of, I think, glue it to the back of your solar panels and then have the heat go out that way.
They want to use large modular four kilometer by four kilometer solar arrays. And to cool it, back to your point about in-space cooling, they want to use these, they're building their own radiators, if you will, that are going to use black body radiation to get rid of the excess heat.
the company kind of got us idea for building space-based data centers, Jason, because they were working on doing space-based power. And then they discovered that they were going to lose 95% of that power they generated in space, beaming the power down via microwaves to the earth. So they thought, well, all right, we're going to have power up in space. Let's put the data centers up there.
One of my favorite startup categories in the world, Jason, is space as a big science fiction guy. And one of the coolest companies that I've heard of is a company that wants to put data centers, not in the ocean, not on land, but up in orbit.
Well, they made their own. And yes, one of the features, the biodefense feature means it pushes air through very thick filters that can take out all those particles. It's actually quite nice.
What they found was the HVACs and ICE cars were never optimized because you just burn more gas. Who cares? You know, gas industrial complex wants you to burn gas. Why make it more efficiency? When you have a battery and you're trying to get miles and there's mile range anxiety, you look at every part of the car and you optimize.
He's been building the HVAC systems in the cars to be super efficient. And HVAC systems like air conditioning and heat, these things have not advanced as much as they should. And he was talking about possibly building in one of the calls an HVAC system for like homes or for mobile homes, et cetera.
I think this could be the downward drift fan for the new Roadster 2.0.
He's frequently late, as I always tell people, frequently late, but never wrong. He always gets it done in the end and, you know, typically does it in such extraordinary fashion that your mind is blown.
The Roadster 2 is, I believe, coming this year or in another seven. This is like the vanity project of all vanity projects.
Well, obviously, NVIDIA and AMD are in competition. And so it's fine if you have a ton of money, and you go out and you start buying from two different suppliers. I wouldn't expect anything else, right? You want to have a competitive marketplace. So that makes total sense, right? You don't want to have all your eggs in one basket if you are OpenAI.
So I think it shows the relative power balance between NVIDIA on one side lots, and AMD on the other side less.
And their shares went up like 40% today, right? Like the market had a huge reaction.
But I just didn't see OpenAI buying a 10% stake in AMD. I just, that was not on my bingo card, if you will.
What's unique about, uh, agents is I just, I think there's a lot of jargon around this. Um, as I think of them as models plus tools, um, you know, they're not just the model response, but you give them permission to go do something on your behalf. Uh, whereas intelligence might've said, I suggest you categorize it in this way. I think this might be fraud. Uh, an agent will go, uh, and can automatically approve that report for you, uh, can go, uh, actually initiate the buying purchase, um, or pro
we use a lot on accounting automation, bill payment automation, procurement automation.
today ramp is not only faster, but more accurate, um, you know, really then, um, almost all accountants, um, you know, using the platform.
open AI had their, their dev day and they highlighted, it was only 30 companies ever, um, that have consumed more than a trillion tokens, uh, on their model and ramp was one.
on your consumer card today, one of the most frustrating experiences people have is they sign up for a gym or a subscription to a service and they want to cancel it and you can't do it. You know, uh, you call them, they won't pick up the phone. You wish you could go to the card. Um, you can't turn it off with ramp. We were the first, uh, in the world and still one of the only companies on the planet where you can one click, whether it's on one merchant or 10,000, you know, merchants, 10,000 card
So first, for most business owners, I think the average American business has a profit margin of 8%, I think roughly last year, which, you know, if you just think about the math of that, and if you're valued, most businesses in America are profitable and valued on a, you know, a multiple of profits. A dollar saved is not equivalent to a dollar earned. You know, a dollar cut of cost is mathematically equivalent to $12 earned if you were trying to get more profit dollars. And so we think that actu
you're talking about interchange revenues that you make when people use their ramp cards and that drives a large chunk of your revenue.
we want to find ways to efficiently, uh, deploy more capital.
we actually want to help our customers spend less money, uh, not more.
we do have a component, um, where you can add on, uh, paid seat based software. Um, it is an extraordinarily fast growing business line. Um, you know, it's, it's, uh, you know, two years old and, uh, you know, uh, already the second largest, uh, component of what we do.
something like 2% of all corporate and small business card spend in the U S is, is, uh, is happening on ramp, but 98% is not.
we, we, we passed over a billion a year in revenue. Um, the business is just about doubling and, um, you know, we're doing it while generating cash
Well, this is just such a great startup tip. If you can create data that comes out on a regular basis and people cite it on podcasts or journalists do, that's how Zillow with this estimate, and we've had the founder of Zillow on here a couple of times and, uh, and I've actually had the CMO who created it on and it infuriated people.
And I always appreciate, Eric, when you tip me off on which trades I should make with this data before in our group chat. So I do appreciate that everybody gets access to it after we make our trades and play some, Eric's shaking
And then more interestingly, you can, this is even broken down in a product I love in the in ramps product called price intelligence. And then accounting automation, where you can see, you know, maybe you get a quote from a vendor like Salesforce, they tell you it'll be $300 per seat, you can upload that contract and see here's what the rest of the market is paying. And so just as you can go on Zillow and see what your home might be worth, you can figure out if you're paying market rate or getti
the model layer? And dig in in any way. But that's been a really fun project, open source.
And through that, it turns out it's an incredible index in an aggregated and anonymized way to get a sense of what's actually happening in the economy. You can see this at any point. Just go to ramp.com slash data and you can dive into and see, you know, spend increasing, decreasing where people say, you know, growth is happening in the market.
We're now ramp customers over 50,000 organizations are spending more than $100 billion per year across the platform.
If you don't know Ramp, they started off their life in the realm of corporate cards. They've expanded quite a lot since then, bringing AI agents to the fintech use case for all companies out there. Jason, they're a mega unicorn. They're doing incredibly well.
Do you remember they gave out an award at that developer conference, and they gave everybody a plaque for how much they spent with OpenAI? ... And all these people, these idiots, were like, oh, my God, I got an award from Sam Altman for giving him my money.
They're going to say, you know what, we should really have the Cursor business. We should really have the co-pilot business. We're going to just make it one of our business lines at OpenAI, at Anthropic, et cetera. So there you have it. They have no choice but to do it. It's existential.
I guarantee you, if you're using and you're trusting Sam Altman from OpenAI and their API, they're studying your data. They're studying your usage patterns. I guarantee it. And they're allowed to do it.
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.
They are studying you. Remember, Sam Altman's been around the block. I've known him since Loop. He's an incredibly savvy person, and he wants every bit of revenue from the ecosystem.
This is a warning for anybody dumb enough to use Sam Altman's OpenAI API.
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.
Introducing Aardvark, OpenAI's agentic security researcher. That's the future. They're coming for the app later. So maybe you don't want to be dependent on them.
why would you go pay, you know, XAI's, Anthropics, or OpenAI's gross margins for them?
A crazy performance from Amazon. And I think Amazon is my pick for the stock of the next five years.
Yeah, this clearly is the huge win. If you need stock music, you want to make a song for somebody's wedding, like a parody song, or you're doing music for your event and you don't want to have to pay for live event music, license it.
I think something to think about is where will the biggest impact be at first? I think obviously it's kind of the fun factor that I think if you think about score composers, that's a huge market buying a song for your, for your TV show or commercial, that process is usually takes, you know, a couple of weeks, even a couple of months going back and forth with the, usually it's like a freelance artists who you hire one time for that gig. You have to go back and forth.
I think that this is really the first great tool that I've messed around with, um, in terms of AI and music.
And that's why we've seen crazy ARR numbers in revenue, um, from Suno.
I think that this is just V 1.00, um, beta of this tool. So I do think that they will start incorporating other aspects of a tool like Ableton or logic, where you have more ability to really play with the track.
So that's kind of what Suno was looking to implement here as producers are familiar with.
Perfect. Sounds more auto-tuned actually. Yeah. Anyway, whatever this is, it's super fantastic.
Let's call it what it is. Yes, exactly. It's free. A dollar a day is free. If it costs, let me just explain to people. If it costs more than sweet greens, it's free.
So this is, you have to have the premier plan. It is $30 per month. You get 10,000 credits. I've been playing with Suno basically all week and I'm only 1500 credits through, so you really have to be abusing Suno.
This is wild, Jason, because I remember playing with Suno and Nudio back when they were pretty nascent and like it was like a 30 second snippet. You couldn't change much. Now it is so much more granular. Oliver, this reminds me quite a lot of a digital audio workstation like Ableton that I'm familiar with.
I think something that's really important to note is that Suno is a company that's making AI-generated music. They recently released their V5 model, which was just their newest, most upgraded model. It's great fidelity. The vocals sound really clear. Overall, the song structure is much better. But they also recently released Suno Studio, which is a huge upgrade from what they previously had because it allows you to dive deeper once you start experimenting with the tracks that you made.
if they didn't do this sort of thing as the most popular consumer facing AI tool, they're catching all the, all the fire.
if they screw this up and then Congress comes down with, you know, regulation from hell, everyone's going to suffer.
I'll give open AI some credit for maybe trying to get ahead of the, how great these things are giving people a false sense of security that they should blindly rely on them.
They're kind of doing, I mean, God's work in a way by limiting us from, I would say, misusing these tools as oracles versus what they are, which is large language models.
Anthropic's business is growing very quickly on the back of enterprise sales, whereas OpenAI is majority ChatGPT subscriptions.
Found that chat GPT outperforms human physicians in quality and empathy.
And now ChatGPT will effectively offer you information on medical and legal questions, but it will not offer advice to you. And in the new version of the OpenAI kind of terms of service, there is a line that says, you cannot use our services for the provision of tailored advice that requires a license, such as legal or medical advice without appropriate involvement by a licensed professional.
because the company is priced to perfection. In other words, based on 13 or 18 million, they're trading at 30 to 50 times their price to sales ratio, right? 30 to 50 times their revenue, uh, at 500 billion. And at a trillion, they would be at almost, you know, double that. They would be at 60 times, 70 times, 80 times, uh, their revenue. Now, what if Claude, uh, API, cause I saw some notes that Claude's API was beating chat GPT's API. I just saw a chart go by that it was getting more popular. Wh
the risk I just explained, like the, either the entire sector doesn't deliver or chat GPT doesn't deliver. I put that at less than 5% combined. Okay. One in 20.
And just to add more fuel to this fire, OpenAI isn't worried. They just announced today a $38 billion deal with AWS.
We're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer.
And a smile curve is the most beautiful one-line description of, I have product market fit. People will churn and go like, nah, just kidding. I'm back. And that's what's beautiful about that graph. It goes up and to the right, up and to the left in this case, actually. And that was for Gemini's product? This was for ChatGPT.
you look at the ChatGPT retention cohorts. If you looked at, there's this great article, funnily enough, this is a great article Sequoia put out a long time ago, which is talking about generative AI Act 1, or I think it was Act 2, I'm not sure. It's, they said, you know, the growth is here, but the retention is not. If you compare one month retention on ChatGPT to any other product in the market, say, like, classic YouTube or a WhatsApp, it's far, far from that retention. It was something like a
OpenAI does expect to reach 20 billion in ARR this year.
And so now people are saying, hey, maybe this isn't all it's cracked up to be. So two things can be true at the same time. Yeah. There is a bubble. This is getting too big. There's a lot of open questions about, can this actually, this build out actually be funded? Is the electricity going to show up?
when Sam gave that answer, which maybe he was tired like I am right now, maybe he's on the road, he's exhausted, I feel you, it can happen. And he gave a you know, a little bit of a cheeky answer. Maybe he was trying to be funny and be a cheeky monkey, you know, and say, hey, I'll buy your shares back. But that moment, I think made people think, huh, I wonder if he really actually can pay that $1.4 trillion bill.
one of the companies opening AI, doing all this weird shenanigans, public benefit corporation, private company, credible valuations. And then they did a flurry of deals all in the same couple of weeks. Remember there was like the Nvidia deal, then the AMD deal, then a Amazon deal, then the Microsoft renegotiating deal. And you start to see like all that renegotiation, Oracle deal came in at the same time for $1.4 trillion. And those, we talked about it here, are those guaranteed? Where does the
it was already weighing on their decision of how to structure the company. Like part of the discussion of why it's a nonprofit, why they want so many different stakeholders and people to have a, a sort of a, a say about this was because they were already aware of not just deep fakes, but all the other potential uses of this.
We spend, we spend more than that. Yeah. So as a nonprofit, you know, our, our nine nineties are all, all public. So you can, you can go and look them up. Um, I think our 20, uh, 16 budget, you know, basically we've been on an exponential ramp, uh, of, you know, I think like, you know, 10 to $15 million, I think was like kind of year, year one.
We're structured as a non-profit. Why? And the reason for that is that, you know, our goal at the end of the day is not to generate huge profits for us, right? The goal here is to build a system that we think that the impact, if you actually succeed, is going to be on the order, you know, at a minimum of the agricultural revolution. And on a maximum, you're talking about, like, going to the stars and, you know, solving all disease and, you know, sort of all the things that humans have wanted to
If this information is correct, Gemini now has 20% more users every month than ChatGPT. Gemini is beating ChatGPT in consumer adoption of AI.
the company that's going to have the most market share decline because they were first up the hill is going to be OpenAI. So their percentage of AI jobs from APIs and their lock on the consumer is going to go from essentially a hundred percent of consumers, right? They had the first chat product. It's going to go down to less than 50%.
I think he maybe thought he was part of a tighter, more narrow relationship set. And I think Sam just did, how many deals did Sam announce over from the summer till now? 574 deals.
I also think Jensen's a little pissed off at Sam Allman.
Again, sometimes with a startup you want to skate to where the puck is going and you have five years of build time because this opportunity seems super crazy but if you can raise the money to do something super crazy like this as long as you don't run out of money. So a startup like this needs to keep their burn low and have the right investors so you need to have like a Steve Jurvetson and I think his fund is future fund now and I think he told LPs be prepared for a 20-year whole period as oppo
Zephyr Fusion wants to take Fusion Power and put it in space.
This is the thing, right? This is the idea that the prediction markets are so powerful is that the sharps, the people that have more information than the average person, can essentially tell the world what they think is going to happen.
I have a partnership with and I'm a shareholder in, full disclosure.
if they stop making theater releases or they do what Netflix does, which is like the token, you know, minimum to get Oscar consideration
Netflix's market cap is $423 billion.
WB shareholders are going to get $23.25 in cash and $4.50 in shares of Netflix stock for each of their WB shares.
Netflix plus HBO Max is going to be a dominant player in a lot of international markets. Netflix already has been really tough for a lot of international marketplaces. Like, they're already dominating. Combine that with the power of HBO Max, and I feel like Europe is going to be a really hard nut to crack for this deal.
The deal, as of now, $72 billion, so $82.7 billion in total enterprise value. That's for the film and TV assets.
Netflix has won the bidding war to obtain Warner Brothers.
Because they were full-time employees who signed work for hire agreements, which, by the way, was an economic decision they made to have full-time employment to not be independent creators. Yes.
So we just went through the chessboard here in Silicon Valley and how everybody doesn't want to pay for IP. And now we have dollars to donuts. 20 more of these will happen. I'm going to predict it right now. We'll have 20 IP deals in 2026. Put that on slash bets. I'll put the over under on 20 major IP deals by the six or seven LLMs against the IP.
And now they could take Pixar and what Disney should do next is they should say Pixar is available for your LLM to the highest bidder. And they should go to Sergey and Google and say, Sergey, would you like to license for Nano Banana all of the IP or these 200 characters from Pixar? These 20 Pixar films are now available. Then they should take the Marvel characters and they should go to Claude and Anthropic and say, we have the Marvel characters available. Would you like the Marvel ones?
What's great about this deal is now Sam Altman, because he has a commercial arrangement with Disney, if anybody else uses those Disney characters globally, where there's IP protections, he can go to Disney and say, Disney, remember we're paying you for it to license these? And I didn't see in the deal how much OpenAI is paying for three years of this. I did see that Disney has the opportunity to invest a billion. They didn't specify it, but there is a payment.
It was essential that somebody get a deal like this done. Now that we have a major deal like this, every single LLM is going to have to do this.
if you're not part of one of these deals, as Disney sent a cease and desist letter to Google the day before the OpenAI deal was announced, you cannot use these IP. So, it's really, I think, the first attempt to figure out a sort of formalize this whole process.
I think we're seeing the first effort to sort of codify this relationship.
And I think this is a big damn deal.
the mission alignment is ultimately what gets people to want to come work here instead of, you know, getting a lot more at OpenAI.
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 API. They are studying you. Remember, Sam Altman's been around the block. I've known him since Loop. He's an incredibly savvy person, and he wants every bit of revenue from the ecosystem. He isn't taking no prisoners. He's going to study how you're using the API, which he has the right to do
I think that there will be folks leading the charge and I would put myself in this bucket to like not to, even if that future is like ahead of us, that there's going to be these alternative paths, um, to going local and go in and like keeping your privacy. And that that's really important. Um, especially when I think about like my children's entire education being like sitting on a Mac mini or something. But, um, but I, I, I understand consumers like ease, but I think they also like saving money
they're going to rebuild this product inside of open AI. And instead of going to open claw and doing all this, you know, chores and, and, and tedious work to set it up, they're going to make it one click and give it to their billion users because they have distribution in order to preserve their distribution. And then whatever innovations, the safest, most innovative, easiest version, the most easiest version will be the default interface on ChatGPT within six to 12 months. In other words, in Ch
I think obviously there's a little irony, like we've got open claw and we've got open AI and maybe they're not so open
Look at Sam Altman's history. Look at what he did to Elon. Look at his co-founders leaving. Look at him almost getting fired. Just look at that track record. Look at the YC track record. I, and this is nothing against Sam Altman. We're, we're friendly and we've known each other for over 20 years, but he's a cutthroat guy. He's known as a deal maker. Doesn't surprise me that he got this deal because he's from the Zuckerberg school. I've said this over and over again. He is as sharp as a blade get
I would estimate that would be a nine figure, kind of mid nine figure deal. I would put it at 250, maybe even as high as 500 million in some combination of cash and stock in Open AI.
Open AI. Sam Altman has bought Open Claw.
Congratulations to the team at OpenAI. They're making 20 billion. They're doing all right. And I would say- Worth seven, 800 billion. Yeah. Or maybe 800 billion post money. Add the cash to the thing. Yeah, right. Probably about that. So they're 40 times top line revenue. It's absurd. But if they keep growing 50% a year, you know, or 100% a year.
this is there's no dig to sam but we both know sam for a long time he's got sharp out yeah but he's got sharp elbows and he wants to he has to build a trillion dollar company here if there's any revenue opportunity he's going to take it so if you're shipping all your data up there don't be surprised if you wake up one day and he creates you know a legal uh copilot a coding copilot that's his right to do that
Pete Steinberger said that OpenClaw is not intended for non-technical people. So we've been trying to approach it from the angle of mobile devices and wearables.
the banking platform, we are opening one bank's going to announce in three months they're going to have an open banking API that'll connect to any AI, not only OpenClaw, cloud, whatever it is, at which point anybody can open an account at that bank and connect all these things on their own.
We're excited to make OpenAI's models available directly to consumers on Bedrock in the coming weeks.
AGI progress is now going to be independently verified. That's the change now. So it's not up to OpenAI to say AGI has been reached. We're going to have to bring in some expert third party to make the official judgment.
Yeah. This is what analysts were saying today, is that OpenAI wanted this greater flexibility. Microsoft just wanted to lock in their part ownership and make sure they were going to benefit down the road, but it seems to be all about just like the widest possible avenue for OpenAI to sort of get as big as it can.
The answer is that if this becomes a $10 billion company, a $10 trillion company, and they own 27% of it, the 27% of a $2 trillion or $3 trillion OpenAI is 500, 600, it's an incremental $600 billion
What's important here is how much equity Microsoft has in OpenAI. Microsoft owns about 27% of OpenAI group now, according to Bloomberg.
What could Microsoft do with $900 billion with a B dollars? Perhaps the greatest investment of all time. If OpenAI becomes a trillion dollar company, now triple that.
This is more revenue than Microsoft will make in the next 10 years. So they made this extraordinary bet. Microsoft owns about 27% of OpenAI Group. Let that sink in.
So the headline number, I believe, is like $10 billion over some number of years, like three or four years.
Yeah, it became a commodity really quick.
if you actually look at the market based on willingness to pay and actual revenue, they have a commanding duopoly position.
they have been taking their estimates up. Every quarter is basically a beat and raise. You saw that Sarah Fryer came out and said- She said in July, they did more net new ARR in July than all of Q2, which I guess would have been April, May, and June. So, think about that. So, they are seeing a re-acceleration in the wake of their new model, which I think is GPT 5.6.
these companies have an incentive to promote the idea that Kimmy is a huge threat, that it's caught up at the frontier, that it's stealing their IP, that it could basically put them out of business. I think this is all nonsense.
if you look at the market for frontier intelligence in terms of revenue and usage, it's really down to a duopoly already. It's basically anthropic and open AI.
OpenAI then copied them. So now you have these two companies both endorsing a pause. And here's my question is, did they disclose in their S1 as a risk factor that they plan to pause or slow down their frontier model development? And the answer, I'm sure, is no way, because that would signal to investors that they're going to allow all their competitors to catch up and erode their margins and market share. And so, look, this is all performative. These companies have no intention of slowing down.
I wouldn't use the word deceleration, but we've talked about the need to pace it as the models get more capable, which I think is in everyone's interest.
We were evaluating one of our unreleased models, and it figured out that it could basically cheat on the test by chaining together multiple zero-day exploits to break out of the sandbox, get access to the internet, and then break through multiple systems on the Hugging Face side to kind of get the answer to the test and look really good on the eval. This is the first security incident that I have felt very viscerally. I've been a little surprised that more people don't feel it so viscerally. So,
the outcome is unknown or you get a guaranteed you know 10 20 30 million dollar package from open ai
they've got, I think more users using AI than open AI, um, because of putting it at the top of search.
are they going to in their search for revenue and profits going to go direct and they'll be open AI for lawyers, open AI for accountants, open AI for creatives, et cetera.
I wonder if these major AI labs now have access to so much information from startups that use them, that actually application layer startups today that are building on top of these models are just going to fall backwards down the slope because look at how fast coworkers advancing. Look at how fast codex is improving. They're building open glass into codex. I mean, it feels like if you're a startup, you're just hoping that your market is not big enough to warrant a new set of anthropic cowork plu
you know, the humans they have working for them, even if they're paid massively, uh, probably a small percentage of their costs. It's really the infrastructure. So they're, they're certainly losing money as they build up this infrastructure.
this is like Uber versus Lyft in those days where they were both losing a lot of money per ride. And then at some point they've got to, you know, make these profitable businesses, but they did kind of build a duopoly. And it looks like now then who's the Uber, who's the Lyft in this.
these companies are selling tokens, uh, at a massive loss right now.
the two major labs, Anthropic and open AI were actually four and a half percent less of the total startup AI revenue out there. So they're actually gaining share on these startups, which is a little staggering because we've seen companies like cursor grow quickly, cognition grow quickly, 11 labs is a rocket ship, Harvey, Legora, et cetera. Uh, and they're still losing ground.
why is open ai and and uh anthropic spending so much time and money building out these like external consulting organizations with accenture and blackstone and all these guys it's because you know there's a lot of assembly required to get this across the entire business landscape
it's incredibly effective um but also like you said extremely expensive it's not the most expensive model though if you look at open ai's pro models on a per token basis those are three to four times more expensive than fable but open ai argues that uh
i think open ai i get really excited about them if they develop an ads model i think you know google is generating about 120 in our poop average revenue per user per year i think the information on top of chat to pt could get you a multiple of that a whole number multiple of that and so i'm excited to see what happens with some of these trials but in the short term i'd probably take anthropic i mean i'm a b2b guy at heart
i do think what open ai is working on this you know potentially a headset or earbuds or something that's a consumer device may if it works and if johnny ive and the team that's working on this if that actually drives adoption beyond all of us nerds um that could be super interesting obviously it's a big bet um but it could kind of change the velocity of you know how these two are competing
If you worked at OpenAI, you were there because, hey, it was this open thing. But then when Sam transformed it and the team over there to this profit-making thing,
I don't think it's that big of a deal. I think OpenAI will be fine.
I think the workstations and 90 plus percent of jobs will be able to be done by open source for free on your local computer.
The J-curve on tokens is a trillion dollars. Let me state that again. There's going to be at least a trillion dollars invested by the Frontier Labs, possibly up to a $3 trillion. Will they be able to make tokens profitable enough to make their businesses work? I actually think they will not be able to do it. I think it's going to become a commoditized business like bandwidth and hard drives. Tokens are going to be looked at like hard drives and bandwidth.
I don't think the revenue growth is surprising. I think everyone understands how fast it's growing, but I think they've done a tremendous job on the gross margin. I think the massive improvement in gross margin is notable.
You need to start working on frontier model. You need to get off the frontier models and use open source ones and own your content and not educate them to the extent you can. And I believe that'll be the trend of 2027 is startups are already doing it. But if you give Sam Altman,
The one thing I will warn Y Combinator founders, Sam Altman came and I think he offered them like a whatever, a million dollars in tokens each for X percent. Last person to do that, Mark Zuckerberg, who was like, I'm going to offer you a bunch of free stuff. We just gave the explicit example of cursor getting shivved by Anthropic. OpenAI is studying every one of those Y Combinator companies who are naive enough to take that deal. If you're a Y Combinator company, do not take that deal. Do not tr
Open AI, Dario and Anthropic, Elon, Gemini, NVIDIA's open source model. They need to come up with their own standards group to run these tests and to test each other and to trust people.
They're philanthropic come out with their own tape.
there's substantial evidence that what deep seek did here is they distilled the knowledge out of open ai's models and i don't think open ai is very happy about this
But the truth is, he drove Dario out. Now Dario is passing OpenAI in models, profile, PR, influence, and dare I say, the revenue here.
I think Anthropic has significantly passed OpenAI on a lot of things. And I think the reason is that they've been more focused. Like what's happened to OpenAI, to focus on them for a second, is that because they were first and they've had to raise so much money to build these models, Sam had to go out and sell that they were going to enter. They needed a $10 trillion TAM, which means you've got to be in every market, right? And so I think that's their problem. They've been trying to do a little
opening ai was started as a non-profit the stated philosophy was this technology is too powerful for any company to own therefore we're going to make it open source and then somewhere in the last couple years they said well you know what actually it's too powerful for it to be out there in the public we need to make this a private company and we need to get 10 billion dollars from microsoft that is the the disconnect i am trying to understand
i would put deals into two categories one is easy and straightforward and then two is you know cute by half or you know the too hard bucket this is clearly in that second category
obviously open ai is building tools a little bit further down on the the stack
i don't think startups are going to be able to create the ai themselves but they might be able to benefit from the apis maybe that's the feature
if i had to guess i would say the hype is real in terms of its technological potential however i'm not sure about how much potential there is yet for vcs to participate
i think the technology is actually exciting i wouldn't go overboard on the valuations so i wouldn't buy into that level of the hype
open ai is basically a it looks like kind of a microsoft proxy
Let me just make the counter argument, which is that I think Google is caught completely flat-footed here, even though they shouldn't have been because they published the original paper on Transformers in 2017. They should have seen where all of this was going, but they didn't. OpenAI used that paper and commercialized it. And the proof of that is there was just a lawsuit a couple of days ago, or at least a claim by a former employee of Google who quit because he said that they were using ChatGP
I actually think that OpenAI has demonstrated now with these platform features, that it has a lead, a substantial lead. And I actually think that lead is likely to grow in the next year. And let me tell you why I think it's got a couple of assets here that are hard to replicate. So number one, user attention, I think they've now got, I would guess, hundreds of millions of users, and this thing has caught on like wildfire, must have been beyond their wildest dream. I think it even surprised them
I actually trusted it. I, I know that you probably should fact check it in a way because it can hallucinate, but the things that we're saying made so much sense to me that I didn't think it was hallucinating.
I think this is the most important developer platform since the iPhone and the launch of iOS and the app store. And I would argue maybe ever in our industry, certainly since the beginning of the internet. I think there was a question when chat GPT launched on November 30th and people started playing within December, what exactly open AI's product strategy was going to be. Was this just like a proof of concept or a demo? And they even kind of called it like a demo. And initially it looked like wh
OpenAI launched a bunch of chat GPT plugins.
The AI actually gave me some information about Jigsaw's point system. Again, the rewards that they used. Yeah. And it was just in text. So I said down below, hey, can you spit that out as a table? And it did instantly. Perfectly.
OpenAI doesn't necessarily have them yet.
I can't see myself going back now. I think this is just how I'm going to write all my blog posts is use ChatGPT as my researcher, as a writing partner, some cases an editor, but I'm definitely going to run it through.
when GPT three was published, I think they said that 80 plus percent of the waiting came from the content out of common crawl. And so it's really been this, this amazing project completely nonprofit, all funded, mostly funded by Gil, and has really unlocked this opportunity for a lot of the open source alternatives to now try and provide solutions that can exist and coexist with open AI and others in the commercial options in the world.
I think OpenAI had a potentially significant product announcement that's related to this. So they just launched fine tuning for chat GPT, actually version 3.5 turbo says here fine tuning lets you train the model and your company's data run at scale early tests have shown that fine tuned GPT 3.5 can matrix see GPT 4 on narrow tasks. So you can do things like fine tune the formatting of the output, you can fine tune the tone, fine tuning also allows businesses to make the model follow instructions
let's try to create a third company that is competitive.
I don't think OpenAI quite realizes that the dependence on, on Microsoft.
They have access to all the source code. They have access to all the weights of the, um, you know, GP4 and future versions. So they have all rights to this, to, to, to think. It's not, um, at any point, really, they can cut off OpenAI.
OpenAI is, it's also very closely aligned with Microsoft. You know, Microsoft is really, um, the OpenAI servers are running on, in Azure and Microsoft data centers. You know, so really what you have is, I think, at the end of the day, Microsoft having more control than OpenAI.
they are aiming to, I think, make, try to make a hundred billion dollars, I think according to Sam Hoffman, uh, get a hundred billion dollars from somewhere for some vast amount of compute, uh, to create digital god.
OpenAI was originally created as an open source non-profit, and now, it's a closed, it appears to be, it should be renamed closed for Max Non-Profit AI.
in the case of OpenAI, it was to have there not be a unipolar world where, um, Google, with its subsidiary deep mine, uh, you know, would control an overwhelming amount of AI talent and compute and resources
just like OpenAI didn't look that interesting for five years ago, 2018, late 18
part of my interest in funding OpenAI was when we looked at it, when I looked at it, there was two major centers of excellence in AI. There was Google. DeepMind. They had DeepMind and GoogleBrain, but Google. And then there was an effort at Baidu. And I was very worried the Chinese might win that. I'm hawkish on China. I have no trust there. And I love Graham Allison's book, Destined for War. I'm a complete believer in that thesis. But I thought it'd be valuable to create a third center, and tha
It's a very good model to sustain and generate profit for a non-profit to scale. Like, I think the European model, some of these examples are really, really great. Ikea, Bosch, they have very large non-profit ownership. And I think that's a very good model to scale.
I was so convinced in open AI, I placed twice, our initial investment was twice the largest previous investment I'd made in 40 years in venture capital.
I think Freebird makes a really great point, which is there's a difference between copying somebody's copywritten work, which would be a violation of copyright and using content that's available on the open web to train a model to create entirely new content. And I do think that AI models should be able to use the content that's available on the web under a fair use doctrine to train their models for the benefit of consumers. And I don't see a reason to try and tie that up in a bunch of copyrigh
What this deal is, is it's actually a content integration deal. ... So what ChatGPT is doing is they're accessing content behind a paywall. ... So it's not a training data set that's now being unlocked, which is what the complaint was before that all the open web data was being used for training, but it's behind paywall data that can now be fetched and integrated. And I think it's more interesting because it really speaks to a new model for how the Internet will work, which we've talked about, w
I give it to Sam Altman because I don't think any individual has generated more attention on a private company and its effect on the world and the future. Then Sam Altman and OpenAI. And I think that he's been aggressive in raising capital. This guy can raise like he can raise and then he over bets on people. He finds talent. He gives them extraordinary comp packages, gets them to come and work on this extraordinary effort and then gets them to deliver results. He pushes the limits, he pushes th
the open AI board oust Sam Altman, like we talked about. Apparently that was driven by a couple of their nonprofit board members who were effective altruists. I think the failure of that whole debacle will put the nail in the coffin of the EA movement.
The biggest surprise was Sam Altman's ouster and return all in a weekend.
I think the enterprise value of open ai goes down... i think that capitalism would tell you that if these two things are true you should expect people to arbitrage that opening and so if you see cloud services come out that allow you to basically get millisecond latency batch size one on the one hand and second where you have pricing for a million tokens at sort of 10 20 cents those folks and they'll need to build their own custom hardware to do it but those folks will multiply the capability of
i guarantee you that sam waltman has already built a model without it i guarantee you they've already built a for an emergent press here in case of emergency here's the 4.5 model in case they got an injunction which would be highly unlikely but if they did get an injunction they just say okay here's 4.5 it doesn't use the new york times training data
i think sam altman's doing a great job of telling people he wants to do the right thing and we discussed previously the licensing deal they did with business insider and the parent company of it axel springer
this is going to be revolutionary for independent film i mean this
i think it's going to revolutionize pornography i think it's the first place no no i'm not saying it as a joke i think that's where you're going to see this first because then all these issues potential issues of underage people or exploited folks it goes completely away
it doesn't have a concept of what are the objects that i'm rendering it has a concept of a matrix of pixels and so it will re-render a matrix of pixels based on a redefined prompt but what you're describing would require a very different model architecture than the way all of these trained models operate today
if you wanted to tell sora this is my guess that okay i want the people in the background to be doing this it would render a whole different image like your robot might change too
open ai their gpt4 turbo model has 128 000 tokens which means about 128 000 words can be fed into the model to get an answer back out so you could put like a whole essay or 100 pages of text and it will read a document for you you get a whole book and it could give you a summary in a couple of seconds
i bet that when they turn this into an api that when you're working in unreal engine you know if you're like a vr designer or something like that or you're like a filmmaker you could probably just get started with a prompt and that could be hugely time-saving if they can make that integration work i think that's pretty interesting
what i noticed is that it would spit out a bunch of ideas and then i would take one and then want to just make little changes and i would just say okay keep this but just change this one detail it would give me a completely new image so the ai doesn't realize the layers inherent in what it's producing somehow it takes this prompt and generates a response and if you give it that same prompt a hundred times it'll give you a hundred different answers and if you'd say just modify this this or this i
this is incredible because pixar spent years maybe a decade trying to figure out hair i remember talking to ed catmull and he told me hair was just so hard to get right with wind and lighting they literally built the physics engine for years like maybe even a decade to make hair across the uncanny valley what you're saying here freeberg is somehow this language model this image model just outputs it and it doesn't actually have a physics model it just outputs it
this model on its own has rendered physics so all of the rules of physics all of the rules of motion all of the rules of perspective all of the rules of how objects sit upon one another next to each other how fluids move... the model figured out the physics and the model probably did it in such a reduced way that you could use a reduced amount of compute to generate something that would otherwise take a ton of compute time
my guess is that openai used a tool like unreal engine 5 and generated tons and tons of video content tagged it labeled it and were then able to use that to train this this model
There's an easy solution. If they are people of good faith and they're doing this for the right reasons, open source it. Just go back and open source it.
He put in the first 40 million. Do we know what other people put in? It was most of the money, right? Yeah, it was most of the money.
studies this model and tries to replicate it for their own personal gain, even if that wasn't intentional here. So there's a whole set of issues that we've really cracked the egg here. We got to, we got to figure out how to unscramble.
that may solve the lawsuit and Elon may drop the lawsuit, but it's opened a can of worms with respect to tax and structuring that's much bigger than just open AI. It's the entire nonprofit industry. It's a tax problem for every new company.
Those emails have already been leaked. There was this thing where in the OpenAI emails that were leaked, they talked about being able to swap this phantom equity in OpenAI into either YC equity. And then Elon said, oh, maybe SpaceX too, but I'll have to figure that out.
not only are we going from nonprofit to for-profit and open source to closed source, he was specifically concerned about all of the benefits of AI accruing to one powerful big tech company. Now at that time, he thought it was Google. Now it's Microsoft. There's not really that much of a difference. He never wanted all the benefits of AI in the hands of one really powerful tech company. And Microsoft is the most, it's now what, the biggest company in the world by market cap. So this is like the o
I just think they should have kept this thing open source, which was the mission, but then they closed source at Chamath and then give 49% of it, all the weights, all the source code to Microsoft. So that to me was like a really, like you want to talk about taking this nonprofit's IP and then some amount of that bag gets given to the employees for billions of dollars. And then Microsoft gets 49% of all that nonprofit's effort to then go commercialize. And Microsoft has added what, $500 billion i
I think they probably regretted making this a nonprofit and then tried to figure out a way to reverse it. That's actually what I think is going on here. And I do think there was part of it, Chamath, you're right, that they needed servers and they needed capacity, but they could have done that without giving the employees tons of equity,
It was supposed to be open. If this was open source and they took the 2 billion, I would actually not have much of a problem with it because we could all be looking at that mission and then Saks and myself and Friedberg and anybody who wanted to use that code could go in there and adapt it. And you know what? There are for profits, Apple and Meta, which are producing open source software. So if they're producing, Apple's pretty competent and Meta is super competent in this respect. They're able
there was no like IP transfer or employees enriching themselves or, you know, a God King like Sam doing all kinds of deals and enriching himself.
I think the IRS is going to be on this like crazy based upon what happened to Mozilla
cynical approach to this or interpretation, and again, this is just one interpretation, they took an open source project, they closed it, they raised money, and then within the next two years on this incredible innovation, they sold two billion dollars and put that in their pockets.
There is the most, you know, benign and benevolent interpretation you could have as well. And maybe the truth is in between the two, but the series of events that occurred does not look good when you have a mission to give this intellectual property to the world. So no one person benefits from it. All of humanity is supposed to benefit from it. That was the point of being open source. Right. Then you close it. Now, who gets the benefit if it's closed?
He started a venture fund to invest in companies called the OpenAI Ventures Fund, and he was the sole owner of it, which they're saying now it's a clerical mistake or something, but he's invested in a bunch of startups that have unique access to the OpenAI, you know, I think infrastructure.
I think OpenAI is in a little bit of a damned if you do, damned if you don't situation. To go back to Freeberg's point about the nonprofit sitting at the top there, remember what created all the problems when Sam briefly got fired as CEO and then came back is they had these directors from the nonprofit world who didn't really seem to understand how startups worked. Either they fired Sam for no reason, which was kind of incompetent, or they had a really good reason but didn't communicate it prope
The real question for me still remains, what other nonprofit and charitable work does the OpenAI 501c3 actually do? And if the answer is nothing and it's just a shell nonprofit and under it, the only thing that it owns is a for-profit interest, then I think there's a real question on what's the activity.
Because the big thing that these guys did was because by creating this LPGP structure and these cap profits, it's clear that they were trying to avoid something. And the question is in the discovery, will everybody learn what it is that they were trying to avoid?
So I think the test in the courts will likely end up being, look, it's totally reasonable to have a for-profit entity to fund a for-profit entity. Other non-profits have done it, particularly when you need to attract billions of dollars of outside capital to make it work. The real question is, does the non-profit still do non-profit stuff?
I think that this argument really kind of ties into what happened with OpenAI, and you can see it in the email exchanges with Elon, where he was so prescient, and I give Elon extraordinary credit for this, that he saw that this is going to take billions of dollars a year of investment to realize the pursuit that OpenAI was going after. And there was no way that Elon was going to be able to generate that cash himself or that Reed or others were going to just be able to pony up that money. They ne
I think we're all ignoring the documents that OpenAI put out yesterday showing emails and interactions with Elon, where Elon acknowledged and recognized the necessity of having a for-profit subsidiary that could pursue the interests of the foundation by raising billions of dollars of outside capital. I think it's a really interesting set of facts that provides a different light on the story, and it was really important that OpenAI released it.
if OpenAI turns out to be this multi-hundred billion dollar behemoth, this will get figured out in court because there's just too much money at stake.
I think that all of those emotions matter less than the rule of law, which is his second point, which is the important point. Irrespective of whatever one email says or another email, it's not great for the US tax system if all of a sudden a big gaping loophole is identified and taken advantage of. I think that there's a huge economic incentive for the state of California, every other state where these open AI employees lived and have gotten equity and now have gotten paid. There's an incentive
If you can start a company as a non-profit using pre-tax dollars and then all of a sudden convert to for profit, then why wouldn't everybody do this in order to circumvent paying taxes? And I think that's another, I'd say, valid and interesting point that he's made.
I think she's probably concerned that if she comes right out and answers the question as directly as she could, that it could be a problem for them in all these lawsuits that they're now facing.
I think it's pretty clear that OpenAI trained Sora using available data on the Internet, and that probably included YouTube.
And that's a position that OpenAI has taken the other side of that position because they're going around licensing data.
my interpretation of that answer is that she is hesitating because she doesn't want to make a statement against interest.
there's a important question that has to be asked around the economic viability of these models in a world where open source is not only better and better funded but they're iterating faster and the feature set is catching up to your needs
it is faster and cheaper than using chat gpt4 but the context window is smaller
as of this moment in terms of what's been publicly released i think it's fair to say that open source is largely caught up with open ai
well i still think that open ai is ahead because the scuttlebutt about chat gpt5 is that it's amazing and it's a big improvement over gpt4
up until this point you could have said that they and google were sort of lagging behind open ai but i don't think that's the case
developers are saying it's faster it's less preachy was an observation than chat gpt4 despite being slightly lower quality
I wonder, I wonder if the future looks something like more like universal basic compute than universal basic income. And everybody gets like a slice of GPT-7's compute and they can use it, they can resell it, they can donate it to somebody to use for cancer research.
I don't think that GPT-4 poses a material threat on those kinds of things.
Can I say one more thing about that? Of course, I'd be super nervous about regulatory overreach here. I think we can get this wrong by doing way too much or even a little too much. I think we can get this wrong by doing not enough. But but I do think part of and I now I mean, you know, we have seen regulatory overstepping or capture just get super bad in other areas. And, you know, also maybe nothing will happen. But but I think it is part of our duty and our mission to like, talk about what we
I'd be fine with that. There'd be some line that'd be fine. And I don't think that puts any regulatory burden on startups.
I think there will come. Look, I may be wrong about this, I will acknowledge that this is a forward looking statement. And those are always dangerous to make. But I think there will come a time in the not super distant future, like, you know, we're not talking like decades and decades from now, where AI says the frontier AI systems are capable of causing significant global harm. And for those kinds of systems, in the same way we have like, global oversight of nuclear weapons or synthetic bio or
I'm concerned. I mean, there's so many proposed regulations, but most of the ones I've seen on the California state things I'm concerned about. I also have a general fear of the states all doing this them themselves.
We have currently made the decision not to do music, and partly because exactly these questions of where you draw the lines and you know, like, even the world in which if we went and let's say we paid 10,000 musicians to create a bunch of music just to make a great training set where the music model could learn everything about strong, strong structure. And what makes a good catchy beat and everything else and only trained on that, let's say we could still make a great music model, which maybe m
on fair use, I think we have a very reasonable position under the current law.
Sora like does not start with a language model. It's that that's a model that is like customized to do video. And so like, we're clearly not at that world yet.
GPT-4 clearly not there in a big way, although maybe it accelerates things a little bit by making scientists more productive, but alpha four, three. Yeah.
Well, we'll make huge algorithmic gains for sure. And I don't want to discount that, you know, I'm very interested in chips and energy. But if we can make our if we can make a same quality model twice as efficient, that's like we had twice as much compute, right. And I think there's a gigantic amount of work to be done there. And I hope we'll start really seeing those results.
So when, when Lama 3 got released, I think the big takeaway for a lot of people was, oh, wow, they've like caught up to GPT 4. I don't think it's equal in all dimensions, but it's like pretty, pretty close to pretty in the ballpark.
I think there's great roles for both. I think you know, we've open sourced some stuff, we'll open source more stuff in the future. But really, like our mission is to build towards AGI and to figure out how to broadly distribute its benefits. We have a strategy for that seems to be resonating with a lot of people. It obviously isn't for everyone. And there's like a big ecosystem. And there'll also be open source models and people who build that way.
The fact that we have so many people using a free version of ChatGPT that we don't, you know, we don't run ads on, we don't try to like make money on, we just put out there because we want people to have these tools, I think has done a lot to provide a lot of value and, you know, teach people how to fish, but also to get the world really thoughtful about what's happening here.
I think we will stay pretty far ahead of, I hope we'll stay pretty far ahead of the rest of the world on that. But there's a lot of other work around the whole system. That's not just that, you know, the model weights, and we'll have to build up enduring value the old fashioned way, like any other business does. We'll have to figure out a great product and reasons to stick with it and deliver it at a great price.
the open source community is rabid. So one example that I think is incredible is, you know, we had these guys do a pretty crazy demo for Devon. Remember, like even like five or six weeks ago that looked incredible. And then some kid just published it under an open MIT license, like OpenDevon. And it's incredibly good and almost as good as that other thing that was closed source.
We want to like cut the latency super dramatically. We want to cut the cost really, really dramatically. And I believe that will happen.
one of the things that we really want to do is figure out how to make more advanced technology available to free users, too. I think that's a super important part of our mission.
I think it will be great when we do it, and I think we'll be thoughtful about how we do it. Like, we may release it in a different way than we've released previous models.
I think the whole industry is waiting with bated breath for the release of GPT-5.
if you look at what's the chat model inside of chat gpt it's just threads right you create a topic-based thread in chat gpt the ai comes up with a name for it puts it in the sidebar and then if you want to talk about something else you create a new chat
there's three big innovations with this model right so one is omni channel which means text audio video and images second it's more conversational like it understands the tone of people talking and understand sort of sentiment in a way it didn't before and then the third thing which is really important is that it's just much faster and more performant than the previous version gpt4 turbo in the speed test they say it's twice as fast we've played with it at glue we can talk about that in a minute
i think what it means is that there are these phases of product development which exist in many markets this market i think is going through the same thing and right now we're in the first what i would call primordial ooze phase which is everybody's kind of like running around like a chicken with their heads cut off there's all these core basic capabilities that are still so magical when you see them but we all know that five and ten years from now these things will be table stakes right and wha
i think it's become quite apparent that there's an evolution underway in model architecture... we're moving away from these very big bulky models... towards a system of models... this multimodal system leverages several models at once... i think this is the first step of open ai taking that architectural approach with gpt4o... there was some criticism that gpt4o actually made the model worse but stanford's independent benchmark shows it outperforms gpt4... it still underperforms cloud3 opus
safety culture and processes have taken a backseat to shiny products
Judge Sachs says there's one too many coincidences.
The sentence is that Scarlett Johansson is going to end up owning more of this company than Sam Altman. That's what's going to happen.
Same thing with OpenAI. But it just seems way too early to be rushing into investigations of these companies. I mean, the AI market is what, 18 months old to two years old, maybe at most?
Well, look, I agree with you guys. This is just too soon to be opening these investigations. It's true that OpenAI and NVIDIA have leads in their
open ai has hit a run rate and this is kind of stunning of 3.4 billion dollars that means they've roughly doubled their monthly revenue in the past six months or so these are not official numbers
apple really cares about privacy when they're trying to hurt a company they don't like i.e meta and they're willing to figure out a way to work around it when they're behind that they clearly support open ai
apple took a shortcut... they partnered with open ai... this is allowing open ai to get access to your data and to control your apps at the operating system level... there are major privacy implications... they chose not to develop the AI themselves.
the economics of the chat gpt deal were leaked and there's no money on either side
i think open ai is running a very strategic game plan to become part of the tech establishment as quickly as they can so that they are in the inside looking out as opposed to the outside looking in they were able to add the former head of the nsa to their board of directors
120 billion dollar valuation with 3 million in revenue chamoff and you're trading a 40x or whatever it is times next year's revenue let's assume they do 5 billion next year you're still looking at 30x revenue
i've heard that they've had quite a bit of turnover because there's been pretty good secondary market activity which means a lot of the employees have cashed out and they've made so much money just like what's happening at nvidia now there's very little upside relative to how much money you've already made so at that point a lot of the early people start to leave
the trend line is it's doubling revenue right year every year
doing 3 billion in revenue getting an ipo done at 120 billion market cap maybe the public already missed the big wave
they apparently raise money in an 80 billion valuation
open ai is one of the leading companies of the ai wave it is the company it's the leading company
easy it is to actually fix this thing but yes they should fix it they should make it a standard c-corp they should make things right with elon because he provided the first million of seed capital they should make it right with sam he should get his ceo comp and then they should ipo so that the public actually has the ability to invest in this ai wave and ride this wave as the same way they did with the late 90s i mean a lot of those dot-com companies didn't work out but some of them did amazon
you need to clean up that you know convoluted byzantine corporate structure with all the line charts everywhere uh that that structure is what created all the problems with this non-profit board that they had you've got a for-profit entity reporting to a non-profit board it created a culture clash and as we've said before on the show it's not a good idea for starps to innovate on structure using a tried and true c-corp is the way to go you're ready for ipo if you ever get that far you don't need
i mean it makes so much sense for them so i think they should do it as quickly as possible we are in the first inning of what should probably be an enormous tectonic shift in technology and i think if whoever wins in the first inning usually isn't the one that's winning by the ninth inning and so i would encourage anybody that's winning right now to monetize get secondaries take money off the table as fast as possible because the future is unknown and the more disruptive the technology is the mo
in that case, when he showed up with the hard drive or whatever, with all the data on it, they rescinded their offer and they said, leave the building. In this case, they didn't do that.
I think Apple is going to go to the mat like New York Times is.
So anyway, this is a disaster for OpenAI. And I think they're probably dead to right. Probably.
If you have an employee that goes rogue and they work for you, you still got some liability.
I can't imagine Sam would, with the experience he has, would ever in his right mind encourage somebody to do this. I mean, you already have Johnny Ives. It's literally not worth it. He's too savvy. Honestly, there's no way he knew, which means this guy went rogue.
I don't think Sam knew.
Apple seems to believe that they have evidence that OpenAI was actively recruiting people to do this while they were in transition periods between the.
I think they're going to be infected. I think they're going to go after the injunction, which is you can't release a product and you got to like reverse this. And then I think they really just want them to stop poaching as well. So they're just going to try to exact maximum pain.
When you have somebody like ChatGPT, that's such a powerful organization that's firing on all cylinders is going to be worth two or three trillion dollars.
$6.4 billion in an all-equity deal.
It was about $300 billion was OpenAI's valuation when they did that deal.
Huge lawsuit with the New York Times. I mean, in all of those cases, those could have been partnerships.
He had the huge lawsuit with Elon. Huge lawsuit now with Apple.
open AI, when they stumbled, which they have this year, when you stumble, if you've built up all of this bad karma, then the knives come out.
This is an unmitigated disaster for Sam.
They gave Johnny Ive $10 or $20 billion to make a hardware product that has a 5% chance of working.
He had the partnership with Apple teed up. He had won that. He fumbled that one.
Talk about the worst decision ever. Now, listen, Sam is brilliant as a dealmaker. But this is a serious miss. If I'm a shareholder, I'm on the board of OpenAI, I am livid right now, Lon, that we threw and we incinerated the relationship with the most important consumer technology company in the world, Apple.
Would Apple file this lawsuit that they know is going to be the front page of the Wall Street Journal, New York Times, and the case is going to be followed like the Waymo Uber case?
Apple wouldn't bring this suit if it didn't happen.
We've talked before about Sam Altman, and he's maybe not the most reliable. But even by his standards, does this not feel a little brazen?
when I was involved in those conversations at OpenAI, they agreed with that. Microsoft certainly agrees with that in terms of, you know, how do we make sure that economics are fairly apportioned and so forth for, you know, what we're doing for, you know, this phase of, you know, and ongoing
I didn't get any shares for the 10 million that I put in. And by the way, it's not just legal technicalities. Right. Um, and so, you know, and the 501C3 continues to, you know, control the kind of control the, the, the, the mission and destiny and so forth.
I, by the way, I put in 10 million at the same time and I don't have any shares from those 10 million.
I think it's without, without basis, without merit.
the Microsoft OpenAI deal came together with, you know, converting the LP into a subsidiary of the nonprofit
I led the first commercial series, first commercial round.
Now, in the pure model competition, the question is, when do we start seeing a asymptote to scale? And my guess is, and, you know, kind of the GPT landmarks is each order of magnitude, my guess is the soonest will be GPT-6. And it might not even, it may even be after that. And that's part of what the bet that OpenAI and Anthropic and the hyperscalers are all making is that that return to scale.
I was claiming it was going to be, once safety, open access and not differential or controlling access. For that. And I think they stayed true to that principle, which is, I think, the genesis of the word open is there.
Yeah. Look, from the very founding of OpenAI, I was never claiming it was going to be open source.
I think in the last few years, what we've kind of heard and, you know, some of it has come from OpenAI, but especially from Microsoft, that we're in this co-pilot world and these co-pilots have universally failed. The level of accuracy, the spillage of information, the lack of trusted environment co-pilot has been a complete disaster. And that idea that this kind of amount of technology got, you know, released and sold into these very large customers telling them that the promise of AI is here,
Let me give the audience a little update about something we just heard at OpenAI. They just did a day where they brought in relatively small number of investors and kind of gave us all an update on their product roadmap. And it sounds kind of similar because everyone's moving in the same direction. So there are three big takeaways. Number one was that they said that LLMs would soon be at PhD level reasoning. Right now, it's more like a smart high school or college student in terms of the answers
OpenAI just released their audio API.
they didn't do anything for elon and i'm not saying this as elon's friend i'm just saying that it's not really fair to basically go fix the original situation you're making it into a for-profit you're giving everyone shares but the guy who puts in the original c capital doesn't get anything that's ridiculous
it's a little bit disheartening to see a situation where elon built something absolutely incredible defied every expectation and then had the justice system take 55 billion dollars away from him his payment package you're referring to at his payment package the options and then on the other side sam's going to pull something like this off definitely pushing the boundaries and he's going to make 10 billion
the donators get first bite of the apple if you do convert because remember vinod and hoffman got all their shares on the conversion the other way will also work as well because there's nothing that says you can't go in the other direction so let's assume that you're already a for-profit company but you're in a space with a bunch of competitors can't you just do this conversion in reverse become a non-profit again you pay no income tax so now you are economically advantaged relative to your comp
i think the first is that there's going to be a lot of people that are looking at the architecture of this conversion because if it passes muster everybody should do it think about this model let's just say that you're in a market and you start as a non-profit what that really means is you pay no income tax so for a long time you put out a little bit of the percentage of whatever you earn but you can now outspend and outcompete all of your competitors and then once you win you flip to a corporat
we think of the fact that they're completely changing the structure of this company they're changing it into a corporation from the non-profit and sam's now getting a 10 billion dollar stock package
they've now released the at least the preview of the phd level reasoning with this o1 model so i think we can expect an announcement pretty soon about agents
and you can see this is a this is fired off like two dozen different queries to as freebro correctly pointed out you know build this chain and it got incredible answers
so one would just be on the fundamental technology itself and i think the version of that story would go that the underlying frameworks that people are using to make these models great is well described and available in open source on top of that there are at least two viable open source models that are as good or better at any point in time than open ai so what that would mean is that the value of those models the economic value basically goes to zero and it's a consumer surplus for the people
the bull case would be that the moat in the business with respect to model performance and infrastructure gets extended with the large amount of capital that they're raising they aggressively deploy it they are very strategic and tactical with respect to how they deploy that infrastructure to continue to improve model performance and as a result continue to extend their advantage in both consumer and enterprise applications the api tools and so on that they offer and so they can maintain both ki
I make, no, I'm paid enough for health insurance. I have no equity in Open AI.
It's actually really important that you're not doing private enrichment off philanthropic donations. And so, you know, it's, it's. But isn't that what's happened? Um, um, you know, I think that the, you know, um, you know, like I said, sour grapes.
that's why i'm picking it because i think it's easy to pick a meme stock it's harder to pick a real company but i do think that that revenue which you know a lot of it is consumer and a lot of it is developers the developers i know all want to do open source they don't want to have to be beholden to open ai and sam altman they would much rather and they're already setting their queries across multiple different stacks and trying different ones i don't think there's any loyalty to open ai or gemi
by the way you know they're projecting i think in the the leaked financials 12 billion in revenue next year jcal so unlike a lot of the other things you were talking about this is a real business with real revenue real scale real growth real technology it's it's a little bit distinct from kind of being a meme stock or being exactly
the one that is the most overpriced of of all this and i think is going to see their peak valuation is open ai i think the headwinds for open ai are being absolutely under appreciated like i said before in my previous one uh my previous prediction google is kicking ass xai is just getting started and building out so much big iron microsoft was basically on another podcast almost like laughing at open ai for selling them the source code and that they didn't even need open ai anymore because they
what o3 showed us openai's new model the combination of reasoning and test time compute like i think you're if you're a big business and you can pay a million dollars to let an ai think for six weeks about the most important question for your business that's going to be a profound advantage relative to small businesses that can't afford that
the r1 model is is basically comparable to o1 which which open ai released four months ago and was training on internally call it nine or ten months ago so open ai is on o3 now its frontier is ahead of where r1 is
the best part of this is the fact that sam maltman was supposed to be doing open source he made it a closed source company he stole everybody's data got caught red-handed he's being sued by the new york times for all that and now the chinese have come and open sourced all the stuff he stole and he's got a real competitor on the original mission of what opening i was supposed to do so i have zero sympathy for him or the team over there i'm glad that this is all going open source it should have be
well i i mentioned this a few days ago on on fox news that i thought it was likely or possible that distillation had occurred and there was some evidence for this and it became like a news story and i i didn't even realize that saying that would be news because it's kind of an open secret in silicon valley everyone i talked to they're doing some level of distillation yeah because you need to test your model against theirs anyways yeah and every single person i've talked to basically has agreed t
Even in all of that crazy recruiting chaos that's happening right now for these brilliant machine learning and AI people, maybe that's a fight between OpenAI, Meta, and maybe Google.
You have to look very carefully at Microsoft's deal with OpenAI. Why? Because what you see is the compounding of secrets. There are secrets in the training layer, there are secrets in the model layer, their secrets in how these things are tightly coupled to infrastructure and compute. And what we have to remember is what OpenAI got from Microsoft was an extremely competent partner that built an enormous Azure compute infrastructure to train everything from chat GPT, all the way up to the O3 mode
open AI has got a really good shot, a much better shot at actually delivering on super intelligence. Uh, and also may eventually be the more valuable company.
I'm really happy that at least so far, uh, none of our best people have decided to take them up on that.
Because they are marching steadfastly towards a billion Mao, then a billion Dow. It's a juggernaut.
But now they have to clean up whatever messy stuff they have in their past. That's me saying it, not you. You can have your opinion. I'll take mine. But we're in agreement that if you don't have a framework, they would be doing even more things that were maybe off the reservation in my mind.
Okay, fine. They have a sordid past. That's my statement, not yours.
It's just that they did not know how they'd be treated operating onshore in the U.S. under Gary Gensler and the Biden administration. And so they operated offshore. And what was happening under the last administration is that the last administration, by creating all this uncertainty and doubt, was driving all the innovation offshore.
I don't think it's fair to say they don't have their act together. I think they have their act together.
You can type you can do a search for Tether controversies or shenanigans and you'll find plenty of them.
And so from an industrial logic perspective, something that I think makes a lot of sense, particularly since open AI bought Johnny Ives hardware startup, which will place them into competition with Apple at some point. Is XAI and Apple are natural partners. There's been a lot of news about Apple thinking about buying perplexity or mixed draw, but that's just a bandaid. Those companies don't get Apple what they need.
And sports, you know, they say defense wins championships and on the internet distribution wins championships. And grok for has formidable competitors with lots of distribution and Google and. Meta. Meta. If they get their act together. Microsoft. Microsoft.
So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pretty impressive, right?
And I think it's worth mentioning, this model was trained on Hopper. So this model is probably about as far as you can take the last generation of NVIDIA GPUs. The next models we see, you know, Grok 5, you know, 05 from OpenAI, whatever they're going to call the next Gemini, they will be trained on Blackwell, and I think that will be a really big step function.
And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's called semi-private, which is important because it means that some of the questions were held back because the criticism of these models is they memorize the answer. And so RKGI 2, it has not seen the questions before, and it did roughly twice as good as, you know, the state-of-the-art Google OpenAI and anthropic models. And then on Humanity's Last Exam, you know, we can call it
I'd say this is the biggest leapfrog we've seen in quite some time.
They didn't expect him to be able to leapfrog everybody.
Let's just call it what it is. I mean, incredibly dominant release of Grok 4. I don't think people expected that.
the one thing OpenAI is like, they're a very good product, just really, really good. And I just always go back to the statement from Eric Vistria, you know, who's a venture capitalist at Benchmark, brilliant man. And he just, he said it was on X. You know, it might be that if OpenAI never releases another model, they're still a really valuable company because they have so many users and they're so good at product and they do have a lot of distribution.
I think from a product experience point of view, this was actually a pretty big upgrade for chat GPT. And it'll give them a real advantage as people start to access it.
this is the first time that OpenAI has not been able to clearly beat a competitor on all metrics, you know, a month after a new frontier model was kind of released from one of their chief rivals.
I think the simplest way to make the bull case is if you look at the CAGR on their Maus and the conversion from Maus to DAOs, you essentially take a small minor percentage of the Facebook or Google terminal ARPU and apply it to some number of Maus DAOs three or four years from now. So if I had to guess, if you take four or 500 million Maus DAO growing at, I'm guessing, let's just be conservative. By the way, it's 700 million weekly active users, right? So then I would probably put that at like 5
The question is, is there a point at which these foundational model companies have invested too much money in LLMs where so many of their employees only understand that? And all of a sudden there are completely different ways of building these models. State space is one example, but then, you know, some new entrant decides to build a completely different kind of representation. They may also then build custom silicon for it. All of those things have yet to happen. And the reason is we're really
Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes. Is AI the most important thing to happen in a very long time? My opinion is also yes. I think we totally screwed up some things, but they're all out of GPT-5.
i think this means that open ai is going to get a lot of gpus essentially for free
the reason I wanted to create open AI was to serve as a counterweight to Google, because at the time Google was, uh, sort of essentially had unilateral power in AI that all, all the AI essentially. Um, and, um, and, uh, you know, Larry Page was not, um, you know, he, he, he, he was not taking as safety seriously.
try using any of the, the, the recent, um, so-called the open AI open source models, they're out, they don't work. They basically, they open sourced a broken non-working version of, of their models as a fig leaf.
since I came up with the idea for the company named it, um, provided the A, B and C rounds of funding, uh, recruited the, uh, critical personnel, uh, I told them everything I know. Um, you know, if that had been a commercial corporation, I'd probably own half the company.
I believe that we'll go to a jury trial in February, March. Um, and, and then we'll, we'll see what the, what the results are there. But, um, I, there's, there's like a mountain of evidence, um, that, that shows that opening AI was created as a, uh, an open source nonprofit. It's, it's literally, that's the, the exact description in the incorporation documents. Um, and in fact, the incorporation documents explicitly say that no officer, uh, or founding member will be, will benefit financially fr
I don't think this 1.4 trillion, I think it's kind of the red herring out there. I think it's kind of a fake made up number. It's all of the obligations of all of the deals that have been announced. And the truth of the matter is only a portion of that is born by OpenAI.
I think it's going to be a lot bigger, could be even bigger than those numbers.
Sam just told us $20 billion run rate, end of the year for OpenAI.
the only way that open AI wins is they got to build a product that we all love. You've seen those cohort curves. The reality is they are the verb at the moment. It's theirs to lose in consumer. The cohort curves are things of dreams, right? This is the retention rate and the engagement rate as people stay with the service longer.
I don't think consumers can tell the difference. Why would they pay 240 if they can get it for free from Google? And then second, startups are realizing, hey, Sam has to make a lot of money. Therefore, he's going to do what Microsoft did. There was a company called Lotus123. There's a company called WordPerfect that were on the Microsoft platform, Windows, and then Microsoft killed them. People right now are experiencing that from open AI.
people are not trusting open AI and their API anymore, because they know open AI is creating competing services. And so there is a big movement in the startup community to not use open AI's API products.
Well, I would just say they correlate with what the information is reported as leaked data from both companies. And that makes them both the fastest growing companies in the history of Silicon Valley. Let's just be clear about that.
I would say that the AI sector is maybe one of the healthiest, meaning most competitive sectors of the entire American economy right now, to the extent that you just love ruthless competition driving innovation. That's what we have right now. So if one of these companies gets over its skis and ends up going bankrupt, the chips are going to fall where they may.
I don't think anyone at OpenAI was asking for a bailout. If you watch the video with Sarah Fryer, she's clearly searching for the right word to describe what she's trying to say. And then she settles on a word that she now regrets, which is backstop. Definitely not the right word. So I don't think they are asking for a bailout.
I estimate about half of that spending is going to be born by the partners.
I think they will just extend, recut the deals in order to make those expenses doable for the company.
the information is reporting that their internal numbers are both over a hundred billion dollars
I would like to buy more shares in the company
criticism, Sam. First of all, we're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. Like, you know, people are, enough. I think there's a lot of people who would love to buy open AI shares. I don't, I don't think you would. Including myself. Including myself. Who talk with a lot of like breathless concern about our compute stuff or whatever, that would be thrilled to buy shares. So I think we, we could sell, you know
I think the reason why Sam did those deals, to your point, he is a consummate, very talented dealmaker. Yes. Is probably because he needed to continue to generate the type of momentum required to raise the quantum of capital that he needs. So if you're silent, it's much harder to raise $100 billion and you're shucking and jiving and you're just putting a lot of things out there.
I think you're right that this market probably gets split up three or four ways. And so the winner probably gets a third of the market. Most other markets that end up in a three or four person race ends up in that space. But a third of a market can still be very valuable if that market has five or 6 billion people using it. Absolutely. It's going to be tremendous. Yeah. It's sort of multi trillion dollar market cap. So I don't think it's, it's by any means a death knell for open AI. But it does
He was incredible at recruiting and his PR game was very strong. Everybody realizes that. And look at who he's facing, Freeberg. Elon at Grok, Sergey and Sundar at Google, Zuckerberg at Meta, Dario at Atropik, Satya at Microsoft, who's his partner, who's now his competitor. Elon was his benefactor, now his competitor. You got the open source projects, DeepSeq, et cetera, Sax in China.
I've known Sam 20 years now. He is a consummate deal maker, perhaps too good at deal making.
I think we're going to see OpenAI go down to about a third of the market. And I think the other players are going to take two thirds.
36 months ago, ChatGPT OpenAI had 100%, right? They started the category, as you pointed out correctly, David, and their decline in market share is increasing in velocity. If we were looking at just 12 months ago, they had 84% of the space and now they're at 68. So this is accelerating.
So ChatGPT is the leader in consumer, they have something like 80% market share in consumer use of LLM chatbots. But then Google came out with their new Gemini 3. And they were starting to take share based on the strength of Gemini 3. And the integration it has, obviously, within Google search, because it's very easy for people to discover it when they do a Google search. And now they're seeing that it's actually pretty good. So they were starting to take share and I think that's why Sam issued
He sent a memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on the core, chat GPT, the core experience, make it faster, make it better.
Sam needs to batten down the hatches. And I think he used this opportunity to stop a bunch of peripheral activities.
I think if Sam can use different points in time to tighten the core focus, they'll be better off.
distribution still matters a ton, which favors Google. It favors Meta, although Meta's quite behind. And now it will still favor open AI because they have 800 million monthly actives.
ChatGPT was basically the market monopoly in AI or LLM chat interface. And it only had one way to go, which was down. Google, I think at this point has roughly 14%. So here you can see open AI is on the decline. Obviously, a little over a year ago, they were at 90% plus market share and generative AI traffic. And today, Gemini is at 14, 15%.
I'm seeing more startups want to use Anthropic's API, and also Google Gemini's API, and they don't essentially trust OpenAI to not steal their business.
Anthropic is beating OpenAI in enterprise revenue starting this summer.
Chat GPT5, let's call it what it is, was a bit of a flop. It didn't perform to expectations.
Yeah, I think that's right. So when people say, hey, where's your foundation model? I mean, at the end of the day, we do have the IP.
if you flow that through OpenAI, Sarah Friar said this, that every gigawatt for her for OpenAI is about $10 billion of revenue.
for that, where it can be extremely faulty, and there's no SLA that you're giving, it's a phenomenal, these are phenomenal products. Yes, for 20 bucks a month, well worth it, and consumers have decided it's worth it.
None of these things have transitioned from it's interesting, it's experimental, to it's the core critical operational workflow.
the models and the agents are the dumbest today they will ever be
they got a billion users or they're trended to a billion i think they probably hit it in the next month or two certainly they had 900 million two or three months ago
chat gpt has decided to push off advertising they were going to put advertising in it you remember they got mocked by anthropic with their super bowl ads
even if open ai just won the consumer business it is a multi-trillion dollar company with enormous scale and value and i think that that's okay so i think that what they probably need to do is say where are we the strongest where is there the most obvious traction can traction in another market like an enterprise bleed into consumer usage if it's true then you have to win the enterprise i think winning the enterprise though is a very different game than winning consumer very different set of fea
they created the category in 2023 dropped to 85 market share 2024 75 market share 2025
both are incredible businesses
open ai is three quarters consumer subscriptions and a quarter api
open ai is still the overwhelming revenue generator in this space
And by the way, doing it at the same time, the OpenAI, who is also on the wave, they'll be releasing an incredible model in the next imminently. They're going to be on that wave, and you're going to see an inflection in their revenues as well.
They probably have 50% to 60% market share, because I think Codex is actually quite broadly used as well.
anthropic itself it has allied itself politically with a lot of the doomer groups a lot of the nimby groups it didn't seem to matter in the first couple of years because anthropic had made the strategic decision not to build its own data centers so they probably thought that they were just throwing sand in the gears of open ai or xai their competitors and they would just rely on hyperscalers to get their compute
the real problem again goes back to anthropic and open ai if i were them it is a five alarm fire for them they more than anybody else needs to get their hands on compute they need to have land power shell but otherwise that revenue could either slow down or hit a wall and it will not be because of product quality and adoption it will entirely be because of the friendster effect you just couldn't keep the site up and i think that that that would be a huge huge problem for everybody
so i think that that's an open question and that question will become more amplified over the next year as they push the cost off of them so as travis said no more subsidy from the capital you have to grow into it but you're not going to support negative gross margins so you're going to pass through the token costs
if you're a frontier lab you don't want to have to go through amazon and gcp and azure and tin cup for access and capacity what you'd much rather have is go straight to your customer on the other side if you're gemini or microsoft or meta and you have all this compute because i saw a stat this week the hyperscalers control 60 of all the compute so the game theory there is if you kneecap the frontier labs it'll give you some chance to catch up and it gives you time to catch up
look open ai has tried to displace some of the stargate spend i don't see any path except they're gonna have to do it themselves
both open ai and anthropic are growing so fast that they're at a point now where they need their own infrastructure
if they don't catch up soon to travis's point then you could see anthropic taking a lead here that let's say over the next one or two years could be insurmountable
consumer is a thing that open ai prioritize consumers have a lower willingness to pay maybe only three or four percent of them are willing to convert to premium in the first place and what they want is a 20 a month all you can eat subscription so the revenue simply doesn't scale the same way that enterprise does
the open ai growth rate's been around three to four x a year the anthropic growth rate has been around 10x a year so they went from let's call it one to ten billion of ar last year and by the end of q1 this year they were already at 30 billion of again that's called revenue
but look this other part of the criticism of open ai that they shouldn't do enterprise is totally misguided one of the reasons why they should have been more focused is to do more enterprise and get enterprise more correct
if anthropic is growing faster than open ai by a significant clip the investors right now are going to play it forward and they're it you know you start to get network effects around compute network effects around the number of tokens you're pushing out for various customers enterprise or consumer and ultimately you know it's not great today but how that plays into reinforcement learning and the things getting smarter over time there's so many there's so much upside to volume and scale that if t
if we allocate our resources and just double down and crush consumer that's probably three or four trillion of enterprise value and then if we slowly refocus the company with the rest of the resources and double down on codex and do something meaningful in enterprise we can probably capture two or three trillion there and now all of a sudden you can paint a picture for a seven eight nine trillion dollar market cap in the fullness of time
what i can tell you from my team at 80 90 is codex is better generally than anthropic and so what happens is from the more day-to-day work i think it's more reliable to use the clod ensemble of models but when you're dealing with something that's very tricky and very complicated and a little bit more long horizon codex is really functional and really good
peter uh steinberger is working at open ai cynical people said hey maybe they want his next set of innovations to go inside of opening eyes products as opposed to the open source one i kind of agree with that directionally
this new model spud is coming uh from open ai here's your polymarket 75 chance spud is released next week
i think it's very high
the last time we heard from open ai their cash burn was still quite high just because of the diffuse nature of their business and more reliance on consumer than enterprise
open ai and anthropic are slated to go out
VentureSignalScore 51/100 for openai, composed from 2 of 4 components (index v0 cross-signal), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0 | |
| funding_magnitude | 0.3 | 1 |
funding.round.announced_on 2024-05-10 artifact ↗ funding.round.amount_usd 2024-05-10 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 3 filings, latest 2025-11-18.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
Gray-market attention, not quality. 50+ HN mentions (peak 5710 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · some SEC filings on record. ▲ 5710 OpenAI's board has fired Sam Altman 2023-11-17 ↗
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community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=38309611", "title": "OpenAI's board has fired Sam Altman", "points": 5710, "created_at": "2023-11-17"} | observed | artifact ↗ | 2023-11-17 | superseded | 0.20 |
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funding.round.announced_on | 2023-01 | observed | artifact ↗ | 2024-05-10 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2024-09-27 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2025-02-01 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "And by the way, doing it at the same time, the OpenAI, who is also on the wave, they'll be rel | derived | calc | 2026-07-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "the models and the agents are the dumbest today they will ever be", "expected_by": "2028-01-17 | derived | calc | 2026-07-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think if Sam can use different points in time to tighten the core focus, they'll be better o | derived | calc | 2026-07-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "criticism, Sam. First of all, we're doing well more revenue than that. Second of all, Brad, if | derived | calc | 2026-07-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think they will just extend, recut the deals in order to make those expenses doable for the | derived | calc | 2026-07-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "i think this means that open ai is going to get a lot of gpus essentially for free", "expected | derived | calc | 2026-07-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "The question is, is there a point at which these foundational model companies have invested to | derived | calc | 2026-07-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think the simplest way to make the bull case is if you look at the CAGR on their Maus and th | derived | calc | 2026-07-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "open AI has got a really good shot, a much better shot at actually delivering on super intelli | derived | calc | 2026-07-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "they've now released the at least the preview of the phd level reasoning with this o1 model so | derived | calc | 2026-07-22 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 69, "comparator": "lte"}, "prediction": "i mean it makes so much sense for them so i think they should do it as quickly as possible we | derived | calc | 2026-07-22 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 69, "comparator": "lte"}, "prediction": "The sentence is that Scarlett Johansson is going to end up owning more of this company than Sa | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 75, "comparator": "gte"}, "prediction": "We want to like cut the latency super dramatically. We want to cut the cost really, really dra | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 75, "comparator": "gte"}, "prediction": "Well, we'll make huge algorithmic gains for sure. And I don't want to discount that, you know, | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 75, "comparator": "gte"}, "prediction": "I wonder, I wonder if the future looks something like more like universal basic compute than u | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "I think the IRS is going to be on this like crazy based upon what happened to Mozilla", "expec | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "I think the enterprise value of open ai goes down... i think that capitalism would tell you th | derived | calc | 2026-07-23 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "I actually think that OpenAI has demonstrated now with these platform features, that it has a | derived | calc | 2026-07-24 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "The J-curve on tokens is a trillion dollars. Let me state that again. There's going to be at l | derived | calc | 2026-07-27 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "i do think what open ai is working on this you know potentially a headset or earbuds or someth | derived | calc | 2026-07-27 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "I think that there will be folks leading the charge and I would put myself in this bucket to l | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "It was essential that somebody get a deal like this done. Now that we have a major deal like t | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "And now they could take Pixar and what Disney should do next is they should say Pixar is avail | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "So we just went through the chessboard here in Silicon Valley and how everybody doesn't want t | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "the company that's going to have the most market share decline because they were first up the | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "I think that this is just V 1.00, um, beta of this tool. So I do think that they will start in | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "A crazy performance from Amazon. And I think Amazon is my pick for the stock of the next five | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "we want to find ways to efficiently, uh, deploy more capital.", "expected_by": "2028-02-05T21: | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "Are they going to keep it in Goldman? No, they're going to put it into the Wealthfront.", "exp | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "I believe what we will have a personal assistant for any professional informational task, whic | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "these like round tripping cloud deals, um, I think is going to result in some serious sec scru | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "Get the bag now. This might be the peak moment to sell before it becomes commoditized.", "expe | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "four is expected to be, you know, orders of magnitude smarter. The amount of connections or ch | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "And I was like, well, I think this gets commoditized real quick.", "expected_by": "2028-02-10T | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "so he's using two different ai assistants which means these ai assistants could start talking | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "I think based on my firsthand knowledge, it's going to be either Gemini or open AI. I use this | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 54, "comparator": "gte"}, "prediction": "I wouldn't be surprised if in the next year or two, Sam Altman says, we now have an advertisin | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "The billion-dollar judgment they'll get against them from the New York Times. I think it could | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "Every single content company that hears my voice, Bob Iger from Disney, General Zaslav, Genera | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "i think open ai is going to lose their lawsuit i'm saying it right now i'm predicting it here | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "billion dollar okay i think it's going to be a three comma settlement i honestly do or judgmen | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "is that a good bet or are these open source projects going to create downward pressure and the | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "Who do you think wins more here? OpenAI for the integration. Okay. Or Apple who can hot swap o | derived | calc | 2026-08-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "the first real experiences people have with generative AI will come from Apple, not chat GPT." | derived | calc | 2026-08-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "I guarantee you it's not legal. Okay. And I guarantee it will be found to not be legal to use | derived | calc | 2026-08-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 48, "comparator": "lte"}, "prediction": "I said two years ago, there's a chance that open source is going to win the AI race.", "expect | derived | calc | 2026-08-24 | derived | 0.70 |
index.ai_tie | PURE_AI | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 122000000000 | derived | calc | 2026-07-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 122000000000 | derived | calc | 2026-07-18 | derived | 0.50 |
metric.venture.funding_amount_usd | 600000000 | derived | calc | 2026-07-22 | superseded | 0.50 |
metric.venture.funding_amount_usd | 10000000000 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 6600000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 10000000000 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_amount_usd | 25000000000 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_amount_usd | 10000000000 | derived | calc | 2026-08-17 | derived | 0.50 |
metric.venture.funding_recency_days | 1299.1112 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.161 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.3066 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.3341 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.4117 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.5685 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.5957 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.6509 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.9483 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1299.9597 | derived | calc | 2026-07-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.0814 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.1775 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.2519 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.5935 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.6171 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.7487 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.7823 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.7851 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1300.9739 | derived | calc | 2026-07-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0408 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0554 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0651 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0721 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0725 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0742 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0786 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0789 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0809 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.0815 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.1123 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.4979 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1301.5695 | derived | calc | 2026-07-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1302.6399 | derived | calc | 2026-07-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1303.3322 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1303.3392 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1303.3693 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1303.378 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1303.3828 | derived | calc | 2026-07-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1312.968 | derived | calc | 2026-08-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1312.9828 | derived | calc | 2026-08-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1312.9958 | derived | calc | 2026-08-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.0565 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.0789 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.1116 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.2914 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.3183 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.3263 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.3856 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.5541 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.5724 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.5869 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.6027 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.6467 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.6982 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.7046 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.7334 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.7521 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.7739 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.7864 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.7999 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.899 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.9195 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.9305 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1313.9675 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.0276 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.0357 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.0639 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.0753 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.0902 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.0977 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.1037 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.1377 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.1495 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.1796 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.2543 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.2615 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.2733 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.2968 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.3361 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.3856 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.3926 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.4009 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.4165 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.4373 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.4722 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.4823 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.5552 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.562 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.6385 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.7282 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.7959 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.8677 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.878 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.8986 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.927 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1314.9881 | derived | calc | 2026-08-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.0234 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.3148 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.3431 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.3636 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.3882 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.4086 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.4404 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.4868 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.5034 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.565 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.7131 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.7222 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.7813 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.8172 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.8684 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.8846 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.9094 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.9293 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.9647 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1315.9928 | derived | calc | 2026-08-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.2481 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.2854 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.3062 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.367 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.3952 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.483 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.6196 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.6625 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.6814 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.754 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.8043 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.8107 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.8319 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.8579 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.9708 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.9932 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1316.9978 | derived | calc | 2026-08-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.0336 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.063 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.1399 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.183 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.341 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.3735 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.3762 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.5742 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.5981 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.724 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.7866 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1317.8394 | derived | calc | 2026-08-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.0192 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.077 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.1108 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.1419 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.1556 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.1823 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.3763 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.5832 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1318.6048 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1319.7339 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1323.2471 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1323.6907 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.0597 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.2256 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.24 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.4069 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.4687 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.7032 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.7739 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.8496 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.9261 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1324.995 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.0585 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.1227 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.1311 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.1324 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.1991 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.2633 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.3235 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.383 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.6707 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.6769 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.699 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.7024 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.7763 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.8354 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.8946 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1325.9538 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.0172 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.0765 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.1358 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.1952 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.2556 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.3165 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.3759 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.4354 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.4949 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.5545 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.614 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.6736 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.7331 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.8022 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.8648 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1326.924 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.3296 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.3319 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.3966 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.456 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.5119 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.5204 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.5244 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.5259 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.5853 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.6448 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.7042 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.7637 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.8233 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.8829 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1331.9425 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.0022 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.0623 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.122 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.182 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.2418 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.3024 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.3686 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.4286 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.4886 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.5534 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.6135 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.6736 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.7337 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.7939 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.854 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.9142 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1332.9743 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.0347 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.0949 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.1552 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.2155 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.2758 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.3431 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.4035 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.464 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.5246 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.5852 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.6458 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.7064 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.767 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.8277 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.8883 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1333.949 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.0101 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.0711 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.132 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.1929 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.2539 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.3191 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.3828 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.4443 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.5059 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.5275 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.5743 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.6359 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.6976 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.759 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.8205 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.8819 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1334.9434 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.0048 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.0665 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.128 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.1896 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.2511 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.315 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.3812 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.4435 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.4462 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.4946 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.5572 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.6195 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.6816 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.7438 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.7912 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.8532 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1335.9489 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.0199 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.091 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.1479 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.2192 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.2907 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.3796 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.4515 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.5269 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.5384 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.6098 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.6814 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.7529 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.8245 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.896 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1336.9679 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.0415 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.1139 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.1857 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.2575 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.3367 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.4088 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.4813 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.5535 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.6257 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.6981 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.7704 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.8428 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.9152 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1337.9881 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.0238 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.0964 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.169 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.2417 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.3306 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.3353 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.4124 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.4859 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.5591 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.6323 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.7056 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.7789 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.8523 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.926 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1338.9995 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.3999 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.4739 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.5139 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.5532 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.627 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.7009 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.7748 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.8488 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.923 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1340.9972 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.0713 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.1455 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.2197 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.294 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.3704 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.4508 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.5159 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.5321 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.6065 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.6809 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.7554 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.8299 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.9044 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1341.9789 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.0534 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.128 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.2026 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.2774 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.3521 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.4363 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.5138 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.5892 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.6648 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.7404 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.8159 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.8531 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.8916 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1342.9687 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.015 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.0886 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.1624 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.2361 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.3098 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.3916 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.4652 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.5188 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.5503 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.6241 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.6979 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.7714 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.8452 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.9191 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1343.993 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.0669 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.1408 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.2147 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.289 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.3631 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.4451 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.5194 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.5936 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.6679 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.7422 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.8165 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.8909 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1344.9654 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.0407 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.1152 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.1897 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.2642 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.3355 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.3555 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.6415 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.7165 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.7914 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.8665 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1345.9416 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 1346.1327 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1346.228 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1346.3032 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1346.383 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1346.4583 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1346.5336 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1346.6129 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 1348.2991 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1348.6256 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1348.6393 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1348.7148 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1348.7905 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1348.8662 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1348.942 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.0179 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.0938 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.1696 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.2456 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.3268 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.4028 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.4789 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.5555 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.6354 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.7117 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.7882 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.8646 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1349.9424 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.019 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.0955 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.172 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.2486 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.3302 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.4069 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.4836 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.5156 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.5257 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.5716 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.6535 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.7327 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.81 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.8871 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1350.9643 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 1351.0416 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1351.1189 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1351.1962 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1351.275 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 1351.3553 | derived | calc | 2026-09-13 | derived | 0.50 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-19 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-07-22 | superseded | 0.60 |
registry.signals | [{"claim": "Frontier funds weaken stage discipline: identify future monopoly -> invest late -> limited governance -> mega-IPO. Access to frontier private companies becomes a scarce financial asset; al | observed | artifact ↗ | 2026-08-07 | normalized | 0.60 |
score.venture_signal | 79 | derived | calc | 2026-07-18 | superseded | 0.26 |
score.venture_signal | 72 | derived | calc | 2026-07-22 | superseded | 0.26 |
score.venture_signal | 51 | derived | calc | 2026-07-25 | derived | 0.34 |
sec.cik | 0002041780 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 3 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0002041780", "form": "D/A", "filed": "2025-11-18", "accession": "0002041780-25-000005", "index_url": "https://www.sec.gov/Archives/edgar/data/2041780/000204178025000005/0002041780-25-000005- | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.latest_filed | 2025-11-18 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2025-11-18", "persons": [{"last_name": "LLC", "first_name": "Finally Fund Admin", "clarification": "Issuer's Admin Manager", "relationships": ["Director"]}, {"last_name": "Garlough", "first | observed | url | 2025-11-18 | normalized | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"run_ref": "01KXTA4RVB39D0S79YJ5R92BVM", "signals": [{"quote": "open ai and anthropic are slated to go out", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jason Calacanis", "spe | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"run_ref": "01KXTA4RVB39D0S79YJ5R92BVM", "signals": [{"quote": "the last time we heard from open ai their cash burn was still quite high just because of the diffuse nature of their business and more | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"run_ref": "01KXTA4RVB39D0S79YJ5R92BVM", "signals": [{"quote": "i think it's very high", "stance": "bullish", "signal_class": "prediction", "speaker_name": "Brad Gerstner", "speaker_label": "Brad Ger | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "this new model spud is coming uh from open ai here's your polymarket 75 chance spud is released next week", "stance": | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "peter uh steinberger is working at open ai cynical people said hey maybe they want his next set of innovations to go i | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "what i can tell you from my team at 80 90 is codex is better generally than anthropic and so what happens is from the | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "if we allocate our resources and just double down and crush consumer that's probably three or four trillion of enterpr | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "if anthropic is growing faster than open ai by a significant clip the investors right now are going to play it forward | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "but look this other part of the criticism of open ai that they shouldn't do enterprise is totally misguided one of the | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "the open ai growth rate's been around three to four x a year the anthropic growth rate has been around 10x a year so t | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "consumer is a thing that open ai prioritize consumers have a lower willingness to pay maybe only three or four percent | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "if they don't catch up soon to travis's point then you could see anthropic taking a lead here that let's say over the | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "both open ai and anthropic are growing so fast that they're at a point now where they need their own infrastructure", | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "look open ai has tried to displace some of the stargate spend i don't see any path except they're gonna have to do it | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "if you're a frontier lab you don't want to have to go through amazon and gcp and azure and tin cup for access and capa | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "so i think that that's an open question and that question will become more amplified over the next year as they push t | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "the real problem again goes back to anthropic and open ai if i were them it is a five alarm fire for them they more th | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTF9M32ZBMZ3MEBRE7PWTKJ", "signals": [{"quote": "anthropic itself it has allied itself politically with a lot of the doomer groups a lot of the nimby groups it didn't | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "peter uh steinberger is working at open ai cynical people said hey maybe they want his next set of innovations to go i | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "obviously people write these memos to go directly to the press so they're obviously trying to undercut anthropics valu | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "you have chat gpt a 1 billion user business growing 50 to 100 a year what are you doing talking about enterprise and c | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "if we allocate our resources and just double down and crush consumer that's probably three or four trillion of enterpr | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "secondary markets have now priced anthropic higher than open ai for the first time this is the flippening that people | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "if anthropic is growing faster than open ai by a significant clip ... i'd be very worried if i'm open ai and seeing so | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "sam has no problem raising money the guy didn't he just close like 150 billion dollar round or something 20 122 billio | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "open ai and anthropic as of the beginning of q2 so let's say two weeks ago they were both around 30 billion of revenue | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "this other part of the criticism of open ai that they shouldn't do enterprise is totally misguided one of the reasons | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "the open ai growth rate's been around three to four x a year the anthropic growth rate has been around 10x a year", "s | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "if it's taking open ai two years to achieve a 10x and anthropic one year to achieve a 10x then it's obvious which one' | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "consumer is a thing that open ai prioritize consumers have a lower willingness to pay maybe only three or four percent | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "if they don't catch up soon to travis's point then you could see anthropic taking a lead here that let's say over the | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "all of these frontier labs have a very serious issue which is both open ai and anthropic are growing so fast that they | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "look open ai has tried to displace some of the stargate spend i don't see any path except they're gonna have to do it | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTFEMGW4755ENGN1W1Y78GT", "signals": [{"quote": "the real problem again goes back to anthropic and open ai if i were them it is a five alarm fire for them they more th | observed | artifact ↗ | 2026-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHP6VV4CE58FQ5BYQ2V3SF", "signals": [{"quote": "They probably have 50% to 60% market share, because I think Codex is actually quite broadly used as well.", "stance": | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTHP6VV4CE58FQ5BYQ2V3SF", "signals": [{"quote": "And by the way, doing it at the same time, the OpenAI, who is also on the wave, they'll be releasing an incredible mod | observed | artifact ↗ | 2026-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN522ZEEY8JVBZES563KV4", "signals": [{"quote": "open ai is still the overwhelming revenue generator in this space", "stance": "bullish", "signal_class": "fact_claim", | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN522ZEEY8JVBZES563KV4", "signals": [{"quote": "open ai is three quarters consumer subscriptions and a quarter api", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN522ZEEY8JVBZES563KV4", "signals": [{"quote": "both are incredible businesses", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Chamath Palihapi | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN522ZEEY8JVBZES563KV4", "signals": [{"quote": "they created the category in 2023 dropped to 85 market share 2024 75 market share 2025", "stance": "bearish", "signal_ | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN522ZEEY8JVBZES563KV4", "signals": [{"quote": "even if open ai just won the consumer business it is a multi-trillion dollar company with enormous scale and value and | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN522ZEEY8JVBZES563KV4", "signals": [{"quote": "chat gpt has decided to push off advertising they were going to put advertising in it you remember they got mocked by | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTN522ZEEY8JVBZES563KV4", "signals": [{"quote": "they got a billion users or they're trended to a billion i think they probably hit it in the next month or two certain | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZS3VJS6ZZW7A4PBCCSWJ2", "signals": [{"quote": "the models and the agents are the dumbest today they will ever be", "stance": "bullish", "signal_class": "prediction", | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZS3VJS6ZZW7A4PBCCSWJ2", "signals": [{"quote": "None of these things have transitioned from it's interesting, it's experimental, to it's the core critical operational | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTZS3VJS6ZZW7A4PBCCSWJ2", "signals": [{"quote": "for that, where it can be extremely faulty, and there's no SLA that you're giving, it's a phenomenal, these are phenom | observed | artifact ↗ | 2026-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXV93FHQAX52152VMR21BMWA", "signals": [{"quote": "if you flow that through OpenAI, Sarah Friar said this, that every gigawatt for her for OpenAI is about $10 billion of | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVYR9J4C92130VJEEH80PH7", "signals": [{"quote": "Yeah, I think that's right. So when people say, hey, where's your foundation model? I mean, at the end of the day, we | observed | artifact ↗ | 2026-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "Chat GPT5, let's call it what it is, was a bit of a flop. It didn't perform to expectations.", "stance": "bearish", "s | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "Anthropic is beating OpenAI in enterprise revenue starting this summer.", "stance": "bearish", "signal_class": "fact_c | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "I'm seeing more startups want to use Anthropic's API, and also Google Gemini's API, and they don't essentially trust O | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "ChatGPT was basically the market monopoly in AI or LLM chat interface. And it only had one way to go, which was down. | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "distribution still matters a ton, which favors Google. It favors Meta, although Meta's quite behind. And now it will s | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "I think if Sam can use different points in time to tighten the core focus, they'll be better off.", "stance": "bullish | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "Sam needs to batten down the hatches. And I think he used this opportunity to stop a bunch of peripheral activities.", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "He sent a memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on t | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "So ChatGPT is the leader in consumer, they have something like 80% market share in consumer use of LLM chatbots. But t | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "36 months ago, ChatGPT OpenAI had 100%, right? They started the category, as you pointed out correctly, David, and the | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "I think we're going to see OpenAI go down to about a third of the market. And I think the other players are going to t | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "I've known Sam 20 years now. He is a consummate deal maker, perhaps too good at deal making.", "stance": "mixed", "sig | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "He was incredible at recruiting and his PR game was very strong. Everybody realizes that. And look at who he's facing, | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "I think you're right that this market probably gets split up three or four ways. And so the winner probably gets a thi | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4DHAPFT3DMB4PFCM6D8HH", "signals": [{"quote": "I think the reason why Sam did those deals, to your point, he is a consummate, very talented dealmaker. Yes. Is probab | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "criticism, Sam. First of all, we're doing well more revenue than that. Second of all, Brad, if you want to sell your s | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I would like to buy more shares in the company", "stance": "bullish", "signal_class": "endorsement", "speaker_name": " | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "the information is reporting that their internal numbers are both over a hundred billion dollars", "stance": "bullish" | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I think they will just extend, recut the deals in order to make those expenses doable for the company.", "stance": "bu | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I estimate about half of that spending is going to be born by the partners.", "stance": "bullish", "signal_class": "as | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I don't think anyone at OpenAI was asking for a bailout. If you watch the video with Sarah Fryer, she's clearly search | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I would say that the AI sector is maybe one of the healthiest, meaning most competitive sectors of the entire American | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "Well, I would just say they correlate with what the information is reported as leaked data from both companies. And th | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "people are not trusting open AI and their API anymore, because they know open AI is creating competing services. And s | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I don't think consumers can tell the difference. Why would they pay 240 if they can get it for free from Google? And t | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "the only way that open AI wins is they got to build a product that we all love. You've seen those cohort curves. The r | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "Sam just told us $20 billion run rate, end of the year for OpenAI.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I think it's going to be a lot bigger, could be even bigger than those numbers.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXM4QW47ZRJJK8JQV4WYD10", "signals": [{"quote": "I don't think this 1.4 trillion, I think it's kind of the red herring out there. I think it's kind of a fake made up n | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPHHDCDZ0QPJ0B44DK3PP7", "signals": [{"quote": "I believe that we'll go to a jury trial in February, March. Um, and, and then we'll, we'll see what the, what the resu | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPHHDCDZ0QPJ0B44DK3PP7", "signals": [{"quote": "since I came up with the idea for the company named it, um, provided the A, B and C rounds of funding, uh, recruited t | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPHHDCDZ0QPJ0B44DK3PP7", "signals": [{"quote": "try using any of the, the, the recent, um, so-called the open AI open source models, they're out, they don't work. The | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXPHHDCDZ0QPJ0B44DK3PP7", "signals": [{"quote": "the reason I wanted to create open AI was to serve as a counterweight to Google, because at the time Google was, uh, s | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXY3C4FQ3WGT0V1DRNG59HXP", "signals": [{"quote": "i think this means that open ai is going to get a lot of gpus essentially for free", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY04BSNJXGTKKVAEK2Z5E3CK", "signals": [{"quote": "Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes. Is AI the most important thi | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY04BSNJXGTKKVAEK2Z5E3CK", "signals": [{"quote": "The question is, is there a point at which these foundational model companies have invested too much money in LLMs whe | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY04BSNJXGTKKVAEK2Z5E3CK", "signals": [{"quote": "I think the simplest way to make the bull case is if you look at the CAGR on their Maus and the conversion from Maus t | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0AD092TNSVFD3QSFD8KYR9", "signals": [{"quote": "this is the first time that OpenAI has not been able to clearly beat a competitor on all metrics, you know, a month af | observed | artifact ↗ | 2025-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0AD092TNSVFD3QSFD8KYR9", "signals": [{"quote": "I think from a product experience point of view, this was actually a pretty big upgrade for chat GPT. And it'll give t | observed | artifact ↗ | 2025-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0AD092TNSVFD3QSFD8KYR9", "signals": [{"quote": "the one thing OpenAI is like, they're a very good product, just really, really good. And I just always go back to the | observed | artifact ↗ | 2025-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "Let's just call it what it is. I mean, incredibly dominant release of Grok 4. I don't think people expected that.", "s | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "They didn't expect him to be able to leapfrog everybody.", "stance": "bullish", "signal_class": "assessment", "speaker | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "I'd say this is the biggest leapfrog we've seen in quite some time.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "And I think the benchmarks that matter are RKGI 2 and Humanity's Last Exam, where it did, in the case of RKGI 2, it's | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "And I think it's worth mentioning, this model was trained on Hopper. So this model is probably about as far as you can | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "So I fully expect Gemini will leapfrog Grok and OpenAI will have their time in the sun again as well. But this was pre | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "And sports, you know, they say defense wins championships and on the internet distribution wins championships. And gro | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "And so from an industrial logic perspective, something that I think makes a lot of sense, particularly since open AI b | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "You can type you can do a search for Tether controversies or shenanigans and you'll find plenty of them.", "stance": " | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "I don't think it's fair to say they don't have their act together. I think they have their act together.", "stance": " | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "It's just that they did not know how they'd be treated operating onshore in the U.S. under Gary Gensler and the Biden | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "Okay, fine. They have a sordid past. That's my statement, not yours.", "stance": "bearish", "signal_class": "criticism | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MT08YWHSHJ0530EJ1ND7J", "signals": [{"quote": "But now they have to clean up whatever messy stuff they have in their past. That's me saying it, not you. You can have | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PY1EJ5AB18FCR37NB32EW", "signals": [{"quote": "Because they are marching steadfastly towards a billion Mao, then a billion Dow. It's a juggernaut.", "stance": "bulli | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V6QG0HVGDETESFS0A2H81", "signals": [{"quote": "I'm really happy that at least so far, uh, none of our best people have decided to take them up on that.", "stance": " | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V6QG0HVGDETESFS0A2H81", "signals": [{"quote": "open AI has got a really good shot, a much better shot at actually delivering on super intelligence. Uh, and also may | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V6QG0HVGDETESFS0A2H81", "signals": [{"quote": "You have to look very carefully at Microsoft's deal with OpenAI. Why? Because what you see is the compounding of secre | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V6QG0HVGDETESFS0A2H81", "signals": [{"quote": "Even in all of that crazy recruiting chaos that's happening right now for these brilliant machine learning and AI peop | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2SRS3GS58QMG7MWCRZ0X7T", "signals": [{"quote": "well i i mentioned this a few days ago on on fox news that i thought it was likely or possible that distillation had o | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2SRS3GS58QMG7MWCRZ0X7T", "signals": [{"quote": "the best part of this is the fact that sam maltman was supposed to be doing open source he made it a closed source com | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2SRS3GS58QMG7MWCRZ0X7T", "signals": [{"quote": "the r1 model is is basically comparable to o1 which which open ai released four months ago and was training on interna | observed | artifact ↗ | 2025-01-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY39D7M2FZ693VTQ7HH458GQ", "signals": [{"quote": "what o3 showed us openai's new model the combination of reasoning and test time compute like i think you're if you're | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY39D7M2FZ693VTQ7HH458GQ", "signals": [{"quote": "the one that is the most overpriced of of all this and i think is going to see their peak valuation is open ai i think | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY39D7M2FZ693VTQ7HH458GQ", "signals": [{"quote": "by the way you know they're projecting i think in the the leaked financials 12 billion in revenue next year jcal so un | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY39D7M2FZ693VTQ7HH458GQ", "signals": [{"quote": "that's why i'm picking it because i think it's easy to pick a meme stock it's harder to pick a real company but i do t | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3AXCPT65AQKWG7AX1QQ81W", "signals": [{"quote": "It's actually really important that you're not doing private enrichment off philanthropic donations. And so, you know, | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3AXCPT65AQKWG7AX1QQ81W", "signals": [{"quote": "I make, no, I'm paid enough for health insurance. I have no equity in Open AI.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "the bull case would be that the moat in the business with respect to model performance and infrastructure gets extende | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "so one would just be on the fundamental technology itself and i think the version of that story would go that the unde | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "and you can see this is a this is fired off like two dozen different queries to as freebro correctly pointed out you k | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "they've now released the at least the preview of the phd level reasoning with this o1 model so i think we can expect a | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "we think of the fact that they're completely changing the structure of this company they're changing it into a corpora | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "i think the first is that there's going to be a lot of people that are looking at the architecture of this conversion | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "the donators get first bite of the apple if you do convert because remember vinod and hoffman got all their shares on | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "it's a little bit disheartening to see a situation where elon built something absolutely incredible defied every expec | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4880R0XMATH8DEFG7QHHNN", "signals": [{"quote": "they didn't do anything for elon and i'm not saying this as elon's friend i'm just saying that it's not really fair to | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4CBH29GKG4XM7MBFTRD5WV", "signals": [{"quote": "OpenAI just released their audio API.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Sack | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4JE7MJE3R7FASRBKS3MBZV", "signals": [{"quote": "Let me give the audience a little update about something we just heard at OpenAI. They just did a day where they broug | observed | artifact ↗ | 2024-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4JE7MJE3R7FASRBKS3MBZV", "signals": [{"quote": "I think in the last few years, what we've kind of heard and, you know, some of it has come from OpenAI, but especially | observed | artifact ↗ | 2024-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "Yeah. Look, from the very founding of OpenAI, I was never claiming it was going to be open source.", "stance": "neutra | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "I was claiming it was going to be, once safety, open access and not differential or controlling access. For that. And | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "Now, in the pure model competition, the question is, when do we start seeing a asymptote to scale? And my guess is, an | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "I led the first commercial series, first commercial round.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "the Microsoft OpenAI deal came together with, you know, converting the LP into a subsidiary of the nonprofit", "stance | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "I think it's without, without basis, without merit.", "stance": "bullish", "signal_class": "endorsement", "speaker_nam | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "I, by the way, I put in 10 million at the same time and I don't have any shares from those 10 million.", "stance": "ne | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "I didn't get any shares for the 10 million that I put in. And by the way, it's not just legal technicalities. Right. U | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4WXF9PY97HMX8PDYPYDMB9", "signals": [{"quote": "when I was involved in those conversations at OpenAI, they agreed with that. Microsoft certainly agrees with that in t | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "We've talked before about Sam Altman, and he's maybe not the most reliable. But even by his standards, does this not f | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "Apple wouldn't bring this suit if it didn't happen.", "stance": "bearish", "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "Would Apple file this lawsuit that they know is going to be the front page of the Wall Street Journal, New York Times, | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "Talk about the worst decision ever. Now, listen, Sam is brilliant as a dealmaker. But this is a serious miss. If I'm a | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "He had the partnership with Apple teed up. He had won that. He fumbled that one.", "stance": "bearish", "signal_class" | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "They gave Johnny Ive $10 or $20 billion to make a hardware product that has a 5% chance of working.", "stance": "beari | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "This is an unmitigated disaster for Sam.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKER | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "open AI, when they stumbled, which they have this year, when you stumble, if you've built up all of this bad karma, th | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "He had the huge lawsuit with Elon. Huge lawsuit now with Apple.", "stance": "bearish", "signal_class": "fact_claim", " | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "Huge lawsuit with the New York Times. I mean, in all of those cases, those could have been partnerships.", "stance": " | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "It was about $300 billion was OpenAI's valuation when they did that deal.", "stance": "neutral", "signal_class": "fact | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "$6.4 billion in an all-equity deal.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_189" | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "When you have somebody like ChatGPT, that's such a powerful organization that's firing on all cylinders is going to be | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "I think they're going to be infected. I think they're going to go after the injunction, which is you can't release a p | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "Apple seems to believe that they have evidence that OpenAI was actively recruiting people to do this while they were i | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "I don't think Sam knew.", "stance": "mixed", "signal_class": "assessment", "speaker_name": "SPEAKER_233", "speaker_lab | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "I can't imagine Sam would, with the experience he has, would ever in his right mind encourage somebody to do this. I m | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "If you have an employee that goes rogue and they work for you, you still got some liability.", "stance": "bearish", "s | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "So anyway, this is a disaster for OpenAI. And I think they're probably dead to right. Probably.", "stance": "bearish", | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "I think Apple is going to go to the mat like New York Times is.", "stance": "bearish", "signal_class": "prediction", " | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY56DJJK005ZDWAHTCM59RX2", "signals": [{"quote": "in that case, when he showed up with the hard drive or whatever, with all the data on it, they rescinded their offer a | observed | artifact ↗ | 2026-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "i mean it makes so much sense for them so i think they should do it as quickly as possible we are in the first inning | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "you need to clean up that you know convoluted byzantine corporate structure with all the line charts everywhere uh tha | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "easy it is to actually fix this thing but yes they should fix it they should make it a standard c-corp they should mak | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "open ai is one of the leading companies of the ai wave it is the company it's the leading company", "stance": "bullish | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "they apparently raise money in an 80 billion valuation", "stance": "neutral", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "doing 3 billion in revenue getting an ipo done at 120 billion market cap maybe the public already missed the big wave" | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "the trend line is it's doubling revenue right year every year", "stance": "bullish", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "i've heard that they've had quite a bit of turnover because there's been pretty good secondary market activity which m | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "120 billion dollar valuation with 3 million in revenue chamoff and you're trading a 40x or whatever it is times next y | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5Y9SJ2YAMYXMWSEEVC993Y", "signals": [{"quote": "i think open ai is running a very strategic game plan to become part of the tech establishment as quickly as they can | observed | artifact ↗ | 2024-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY62F1RWZTG2H2JE8W35CCSE", "signals": [{"quote": "the economics of the chat gpt deal were leaked and there's no money on either side", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY62F1RWZTG2H2JE8W35CCSE", "signals": [{"quote": "apple took a shortcut... they partnered with open ai... this is allowing open ai to get access to your data and to con | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY62F1RWZTG2H2JE8W35CCSE", "signals": [{"quote": "apple really cares about privacy when they're trying to hurt a company they don't like i.e meta and they're willing to | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY62F1RWZTG2H2JE8W35CCSE", "signals": [{"quote": "open ai has hit a run rate and this is kind of stunning of 3.4 billion dollars that means they've roughly doubled thei | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY645W5ZX8C62FHV2GXVWRQS", "signals": [{"quote": "Well, look, I agree with you guys. This is just too soon to be opening these investigations. It's true that OpenAI and | observed | artifact ↗ | 2024-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY645W5ZX8C62FHV2GXVWRQS", "signals": [{"quote": "Same thing with OpenAI. But it just seems way too early to be rushing into investigations of these companies. I mean, | observed | artifact ↗ | 2024-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68KHRQVV8Y7BCVBBY2P2KF", "signals": [{"quote": "The sentence is that Scarlett Johansson is going to end up owning more of this company than Sam Altman. That's what's | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68KHRQVV8Y7BCVBBY2P2KF", "signals": [{"quote": "Judge Sachs says there's one too many coincidences.", "stance": "bearish", "signal_class": "criticism", "speaker_name" | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68KHRQVV8Y7BCVBBY2P2KF", "signals": [{"quote": "safety culture and processes have taken a backseat to shiny products", "stance": "bearish", "signal_class": "criticism | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6AWF9VKJRV7JEXNZCTS9JW", "signals": [{"quote": "i think it's become quite apparent that there's an evolution underway in model architecture... we're moving away from | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6AWF9VKJRV7JEXNZCTS9JW", "signals": [{"quote": "i think what it means is that there are these phases of product development which exist in many markets this market i | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6AWF9VKJRV7JEXNZCTS9JW", "signals": [{"quote": "there's three big innovations with this model right so one is omni channel which means text audio video and images sec | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6AWF9VKJRV7JEXNZCTS9JW", "signals": [{"quote": "if you look at what's the chat model inside of chat gpt it's just threads right you create a topic-based thread in cha | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I think the whole industry is waiting with bated breath for the release of GPT-5.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I think it will be great when we do it, and I think we'll be thoughtful about how we do it. Like, we may release it in | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "one of the things that we really want to do is figure out how to make more advanced technology available to free users | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "We want to like cut the latency super dramatically. We want to cut the cost really, really dramatically. And I believe | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "the open source community is rabid. So one example that I think is incredible is, you know, we had these guys do a pre | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I think we will stay pretty far ahead of, I hope we'll stay pretty far ahead of the rest of the world on that. But the | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "The fact that we have so many people using a free version of ChatGPT that we don't, you know, we don't run ads on, we | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I think there's great roles for both. I think you know, we've open sourced some stuff, we'll open source more stuff in | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "So when, when Lama 3 got released, I think the big takeaway for a lot of people was, oh, wow, they've like caught up t | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "Well, we'll make huge algorithmic gains for sure. And I don't want to discount that, you know, I'm very interested in | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "GPT-4 clearly not there in a big way, although maybe it accelerates things a little bit by making scientists more prod | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "Sora like does not start with a language model. It's that that's a model that is like customized to do video. And so l | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "on fair use, I think we have a very reasonable position under the current law.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "We have currently made the decision not to do music, and partly because exactly these questions of where you draw the | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I'm concerned. I mean, there's so many proposed regulations, but most of the ones I've seen on the California state th | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I think there will come. Look, I may be wrong about this, I will acknowledge that this is a forward looking statement. | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I'd be fine with that. There'd be some line that'd be fine. And I don't think that puts any regulatory burden on start | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "Can I say one more thing about that? Of course, I'd be super nervous about regulatory overreach here. I think we can g | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I don't think that GPT-4 poses a material threat on those kinds of things.", "stance": "neutral", "signal_class": "ass | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6DF0S4X7Y5WYZBCFVSVRT0", "signals": [{"quote": "I wonder, I wonder if the future looks something like more like universal basic compute than universal basic income. A | observed | artifact ↗ | 2024-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HKK7JS3AXY77NETWXY110", "signals": [{"quote": "developers are saying it's faster it's less preachy was an observation than chat gpt4 despite being slightly lower qua | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HKK7JS3AXY77NETWXY110", "signals": [{"quote": "up until this point you could have said that they and google were sort of lagging behind open ai but i don't think tha | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HKK7JS3AXY77NETWXY110", "signals": [{"quote": "well i still think that open ai is ahead because the scuttlebutt about chat gpt5 is that it's amazing and it's a big i | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HKK7JS3AXY77NETWXY110", "signals": [{"quote": "as of this moment in terms of what's been publicly released i think it's fair to say that open source is largely caugh | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HKK7JS3AXY77NETWXY110", "signals": [{"quote": "it is faster and cheaper than using chat gpt4 but the context window is smaller", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HKK7JS3AXY77NETWXY110", "signals": [{"quote": "there's a important question that has to be asked around the economic viability of these models in a world where open | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6XK6GA1HSZX2C0JP8BCEQR", "signals": [{"quote": "my interpretation of that answer is that she is hesitating because she doesn't want to make a statement against intere | observed | artifact ↗ | 2024-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6XK6GA1HSZX2C0JP8BCEQR", "signals": [{"quote": "And that's a position that OpenAI has taken the other side of that position because they're going around licensing dat | observed | artifact ↗ | 2024-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6XK6GA1HSZX2C0JP8BCEQR", "signals": [{"quote": "I think it's pretty clear that OpenAI trained Sora using available data on the Internet, and that probably included Yo | observed | artifact ↗ | 2024-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6XK6GA1HSZX2C0JP8BCEQR", "signals": [{"quote": "I think she's probably concerned that if she comes right out and answers the question as directly as she could, that i | observed | artifact ↗ | 2024-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "If you can start a company as a non-profit using pre-tax dollars and then all of a sudden convert to for profit, then | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "I think that all of those emotions matter less than the rule of law, which is his second point, which is the important | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "if OpenAI turns out to be this multi-hundred billion dollar behemoth, this will get figured out in court because there | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "I think we're all ignoring the documents that OpenAI put out yesterday showing emails and interactions with Elon, wher | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "I think that this argument really kind of ties into what happened with OpenAI, and you can see it in the email exchang | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "So I think the test in the courts will likely end up being, look, it's totally reasonable to have a for-profit entity | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "Because the big thing that these guys did was because by creating this LPGP structure and these cap profits, it's clea | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "The real question for me still remains, what other nonprofit and charitable work does the OpenAI 501c3 actually do? An | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "I think OpenAI is in a little bit of a damned if you do, damned if you don't situation. To go back to Freeberg's point | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "He started a venture fund to invest in companies called the OpenAI Ventures Fund, and he was the sole owner of it, whi | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "There is the most, you know, benign and benevolent interpretation you could have as well. And maybe the truth is in be | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "cynical approach to this or interpretation, and again, this is just one interpretation, they took an open source proje | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "I think the IRS is going to be on this like crazy based upon what happened to Mozilla", "stance": "bearish", "signal_c | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "there was no like IP transfer or employees enriching themselves or, you know, a God King like Sam doing all kinds of d | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "It was supposed to be open. If this was open source and they took the 2 billion, I would actually not have much of a p | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "I think they probably regretted making this a nonprofit and then tried to figure out a way to reverse it. That's actua | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "I just think they should have kept this thing open source, which was the mission, but then they closed source at Chama | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "not only are we going from nonprofit to for-profit and open source to closed source, he was specifically concerned abo | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "Those emails have already been leaked. There was this thing where in the OpenAI emails that were leaked, they talked a | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "that may solve the lawsuit and Elon may drop the lawsuit, but it's opened a can of worms with respect to tax and struc | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "studies this model and tries to replicate it for their own personal gain, even if that wasn't intentional here. So the | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "He put in the first 40 million. Do we know what other people put in? It was most of the money, right? Yeah, it was mos | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6ZSMCNG2S9T9CK7D9F1G6Z", "signals": [{"quote": "There's an easy solution. If they are people of good faith and they're doing this for the right reasons, open source i | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "my guess is that openai used a tool like unreal engine 5 and generated tons and tons of video content tagged it labele | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "this model on its own has rendered physics so all of the rules of physics all of the rules of motion all of the rules | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "this is incredible because pixar spent years maybe a decade trying to figure out hair i remember talking to ed catmull | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "what i noticed is that it would spit out a bunch of ideas and then i would take one and then want to just make little | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "i bet that when they turn this into an api that when you're working in unreal engine you know if you're like a vr desi | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "open ai their gpt4 turbo model has 128 000 tokens which means about 128 000 words can be fed into the model to get an | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "if you wanted to tell sora this is my guess that okay i want the people in the background to be doing this it would re | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "it doesn't have a concept of what are the objects that i'm rendering it has a concept of a matrix of pixels and so it | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "i think it's going to revolutionize pornography i think it's the first place no no i'm not saying it as a joke i think | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7683M1RTHQYBM0NFYAH37Z", "signals": [{"quote": "this is going to be revolutionary for independent film i mean this", "stance": "bullish", "signal_class": "prediction" | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7K49BVEY5T4F0DBZ588K0B", "signals": [{"quote": "i think sam altman's doing a great job of telling people he wants to do the right thing and we discussed previously th | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7K49BVEY5T4F0DBZ588K0B", "signals": [{"quote": "i guarantee you that sam waltman has already built a model without it i guarantee you they've already built a for an e | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7K49BVEY5T4F0DBZ588K0B", "signals": [{"quote": "I think the enterprise value of open ai goes down... i think that capitalism would tell you that if these two things a | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7NDS3XD4ZSWE14DGN51ZNQ", "signals": [{"quote": "The biggest surprise was Sam Altman's ouster and return all in a weekend.", "stance": "neutral", "signal_class": "fact | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7NDS3XD4ZSWE14DGN51ZNQ", "signals": [{"quote": "the open AI board oust Sam Altman, like we talked about. Apparently that was driven by a couple of their nonprofit boa | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7NDS3XD4ZSWE14DGN51ZNQ", "signals": [{"quote": "I give it to Sam Altman because I don't think any individual has generated more attention on a private company and its | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SVSGR4GPNRV8JNERDE0AY", "signals": [{"quote": "What this deal is, is it's actually a content integration deal. ... So what ChatGPT is doing is they're accessing cont | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SVSGR4GPNRV8JNERDE0AY", "signals": [{"quote": "I think Freebird makes a really great point, which is there's a difference between copying somebody's copywritten work | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8KCGCWV7DKEECVHF37ABXQ", "signals": [{"quote": "I was so convinced in open AI, I placed twice, our initial investment was twice the largest previous investment I'd ma | observed | artifact ↗ | 2023-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8KCGCWV7DKEECVHF37ABXQ", "signals": [{"quote": "It's a very good model to sustain and generate profit for a non-profit to scale. Like, I think the European model, som | observed | artifact ↗ | 2023-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8KCGCWV7DKEECVHF37ABXQ", "signals": [{"quote": "part of my interest in funding OpenAI was when we looked at it, when I looked at it, there was two major centers of ex | observed | artifact ↗ | 2023-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8KCGCWV7DKEECVHF37ABXQ", "signals": [{"quote": "just like OpenAI didn't look that interesting for five years ago, 2018, late 18", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2023-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XC8MXNJY61QF2NZYAXPYT", "signals": [{"quote": "in the case of OpenAI, it was to have there not be a unipolar world where, um, Google, with its subsidiary deep mine, | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XC8MXNJY61QF2NZYAXPYT", "signals": [{"quote": "OpenAI was originally created as an open source non-profit, and now, it's a closed, it appears to be, it should be ren | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XC8MXNJY61QF2NZYAXPYT", "signals": [{"quote": "they are aiming to, I think, make, try to make a hundred billion dollars, I think according to Sam Hoffman, uh, get a | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XC8MXNJY61QF2NZYAXPYT", "signals": [{"quote": "OpenAI is, it's also very closely aligned with Microsoft. You know, Microsoft is really, um, the OpenAI servers are ru | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XC8MXNJY61QF2NZYAXPYT", "signals": [{"quote": "They have access to all the source code. They have access to all the weights of the, um, you know, GP4 and future vers | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XC8MXNJY61QF2NZYAXPYT", "signals": [{"quote": "I don't think OpenAI quite realizes that the dependence on, on Microsoft.", "stance": "bearish", "signal_class": "crit | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XC8MXNJY61QF2NZYAXPYT", "signals": [{"quote": "let's try to create a third company that is competitive.", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY95AH45YHHPZG5TZNMN1CV4", "signals": [{"quote": "I think OpenAI had a potentially significant product announcement that's related to this. So they just launched fine t | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY95AH45YHHPZG5TZNMN1CV4", "signals": [{"quote": "when GPT three was published, I think they said that 80 plus percent of the waiting came from the content out of commo | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "I can't see myself going back now. I think this is just how I'm going to write all my blog posts is use ChatGPT as my | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "OpenAI doesn't necessarily have them yet.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "The AI actually gave me some information about Jigsaw's point system. Again, the rewards that they used. Yeah. And it | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "OpenAI launched a bunch of chat GPT plugins.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPE | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "I think this is the most important developer platform since the iPhone and the launch of iOS and the app store. And I | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "I actually trusted it. I, I know that you probably should fact check it in a way because it can hallucinate, but the t | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "I actually think that OpenAI has demonstrated now with these platform features, that it has a lead, a substantial lead | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMCFWPEBYTAMZ4QP8TGPMA", "signals": [{"quote": "Let me just make the counter argument, which is that I think Google is caught completely flat-footed here, even though | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCFMCXKPZAJA1PBM6JNSFM", "signals": [{"quote": "open ai is basically a it looks like kind of a microsoft proxy", "stance": "bearish", "signal_class": "assessment", "s | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCFMCXKPZAJA1PBM6JNSFM", "signals": [{"quote": "i think the technology is actually exciting i wouldn't go overboard on the valuations so i wouldn't buy into that leve | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCFMCXKPZAJA1PBM6JNSFM", "signals": [{"quote": "if i had to guess i would say the hype is real in terms of its technological potential however i'm not sure about how | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCFMCXKPZAJA1PBM6JNSFM", "signals": [{"quote": "i don't think startups are going to be able to create the ai themselves but they might be able to benefit from the api | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCFMCXKPZAJA1PBM6JNSFM", "signals": [{"quote": "obviously open ai is building tools a little bit further down on the the stack", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCFMCXKPZAJA1PBM6JNSFM", "signals": [{"quote": "i would put deals into two categories one is easy and straightforward and then two is you know cute by half or you kno | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCFMCXKPZAJA1PBM6JNSFM", "signals": [{"quote": "opening ai was started as a non-profit the stated philosophy was this technology is too powerful for any company to ow | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ5F5SFMY206HFBYW8KT21", "signals": [{"quote": "I think Anthropic has significantly passed OpenAI on a lot of things. And I think the reason is that they've been more | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCJ5F5SFMY206HFBYW8KT21", "signals": [{"quote": "But the truth is, he drove Dario out. Now Dario is passing OpenAI in models, profile, PR, influence, and dare I say, t | observed | artifact ↗ | 2026-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCR29VFAPTGTE2MPGVCS9NT", "signals": [{"quote": "there's substantial evidence that what deep seek did here is they distilled the knowledge out of open ai's models and | observed | artifact ↗ | 2025-01-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9WA7Q3971QHKXZMYANZ0K", "signals": [{"quote": "They're philanthropic come out with their own tape.", "stance": "bearish", "signal_class": "criticism", "speaker_name" | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH9WA7Q3971QHKXZMYANZ0K", "signals": [{"quote": "Open AI, Dario and Anthropic, Elon, Gemini, NVIDIA's open source model. They need to come up with their own standards | observed | artifact ↗ | 2026-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCAGYZTN0SZYEXRGAMMW9D", "signals": [{"quote": "The one thing I will warn Y Combinator founders, Sam Altman came and I think he offered them like a whatever, a millio | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCAGYZTN0SZYEXRGAMMW9D", "signals": [{"quote": "You need to start working on frontier model. You need to get off the frontier models and use open source ones and own | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCAGYZTN0SZYEXRGAMMW9D", "signals": [{"quote": "I don't think the revenue growth is surprising. I think everyone understands how fast it's growing, but I think they'v | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCAGYZTN0SZYEXRGAMMW9D", "signals": [{"quote": "The J-curve on tokens is a trillion dollars. Let me state that again. There's going to be at least a trillion dollars | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCAGYZTN0SZYEXRGAMMW9D", "signals": [{"quote": "I think the workstations and 90 plus percent of jobs will be able to be done by open source for free on your local com | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHCAGYZTN0SZYEXRGAMMW9D", "signals": [{"quote": "I don't think it's that big of a deal. I think OpenAI will be fine.", "stance": "bullish", "signal_class": "assessment | observed | artifact ↗ | 2026-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHD2QME4289H90VYFCBZ9FM", "signals": [{"quote": "If you worked at OpenAI, you were there because, hey, it was this open thing. But then when Sam transformed it and the | observed | artifact ↗ | 2026-06-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDF1VBE3Q2N9CAZHV0R3AT", "signals": [{"quote": "i do think what open ai is working on this you know potentially a headset or earbuds or something that's a consumer de | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDF1VBE3Q2N9CAZHV0R3AT", "signals": [{"quote": "i think open ai i get really excited about them if they develop an ads model i think you know google is generating abo | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDF1VBE3Q2N9CAZHV0R3AT", "signals": [{"quote": "it's incredibly effective um but also like you said extremely expensive it's not the most expensive model though if yo | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHDF1VBE3Q2N9CAZHV0R3AT", "signals": [{"quote": "why is open ai and and uh anthropic spending so much time and money building out these like external consulting organi | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA37FVQHE27MX9KFN9ZQMSQ", "signals": [{"quote": "the two major labs, Anthropic and open AI were actually four and a half percent less of the total startup AI revenue o | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA37FVQHE27MX9KFN9ZQMSQ", "signals": [{"quote": "these companies are selling tokens, uh, at a massive loss right now.", "stance": "bearish", "signal_class": "criticism | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA37FVQHE27MX9KFN9ZQMSQ", "signals": [{"quote": "this is like Uber versus Lyft in those days where they were both losing a lot of money per ride. And then at some poin | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA37FVQHE27MX9KFN9ZQMSQ", "signals": [{"quote": "you know, the humans they have working for them, even if they're paid massively, uh, probably a small percentage of th | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA37FVQHE27MX9KFN9ZQMSQ", "signals": [{"quote": "I wonder if these major AI labs now have access to so much information from startups that use them, that actually appl | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA37FVQHE27MX9KFN9ZQMSQ", "signals": [{"quote": "are they going to in their search for revenue and profits going to go direct and they'll be open AI for lawyers, open | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA37FVQHE27MX9KFN9ZQMSQ", "signals": [{"quote": "they've got, I think more users using AI than open AI, um, because of putting it at the top of search.", "stance": "be | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA4FTTK8CTHJ2N5JEFTDQGS", "signals": [{"quote": "the outcome is unknown or you get a guaranteed you know 10 20 30 million dollar package from open ai", "stance": "neut | observed | artifact ↗ | 2026-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5HPJNP8T38AX2A2P5DHNC", "signals": [{"quote": "We were evaluating one of our unreleased models, and it figured out that it could basically cheat on the test by chain | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5HPJNP8T38AX2A2P5DHNC", "signals": [{"quote": "I wouldn't use the word deceleration, but we've talked about the need to pace it as the models get more capable, which | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5HPJNP8T38AX2A2P5DHNC", "signals": [{"quote": "OpenAI then copied them. So now you have these two companies both endorsing a pause. And here's my question is, did th | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5HPJNP8T38AX2A2P5DHNC", "signals": [{"quote": "if you look at the market for frontier intelligence in terms of revenue and usage, it's really down to a duopoly alrea | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5HPJNP8T38AX2A2P5DHNC", "signals": [{"quote": "these companies have an incentive to promote the idea that Kimmy is a huge threat, that it's caught up at the frontier | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5HPJNP8T38AX2A2P5DHNC", "signals": [{"quote": "they have been taking their estimates up. Every quarter is basically a beat and raise. You saw that Sarah Fryer came o | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA5HPJNP8T38AX2A2P5DHNC", "signals": [{"quote": "if you actually look at the market based on willingness to pay and actual revenue, they have a commanding duopoly posi | observed | artifact ↗ | 2026-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAAJ3RXKWMCXHJWTRQ0R8PE", "signals": [{"quote": "Yeah, it became a commodity really quick.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "David | observed | artifact ↗ | 2026-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAAJ3RXKWMCXHJWTRQ0R8PE", "signals": [{"quote": "So the headline number, I believe, is like $10 billion over some number of years, like three or four years.", "stance" | observed | artifact ↗ | 2026-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF2Z8763XKD20BQS9PQMJG", "signals": [{"quote": "This is more revenue than Microsoft will make in the next 10 years. So they made this extraordinary bet. Microsoft own | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF2Z8763XKD20BQS9PQMJG", "signals": [{"quote": "What could Microsoft do with $900 billion with a B dollars? Perhaps the greatest investment of all time. If OpenAI bec | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF2Z8763XKD20BQS9PQMJG", "signals": [{"quote": "What's important here is how much equity Microsoft has in OpenAI. Microsoft owns about 27% of OpenAI group now, accord | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF2Z8763XKD20BQS9PQMJG", "signals": [{"quote": "The answer is that if this becomes a $10 billion company, a $10 trillion company, and they own 27% of it, the 27% of a | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF2Z8763XKD20BQS9PQMJG", "signals": [{"quote": "Yeah. This is what analysts were saying today, is that OpenAI wanted this greater flexibility. Microsoft just wanted t | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF2Z8763XKD20BQS9PQMJG", "signals": [{"quote": "AGI progress is now going to be independently verified. That's the change now. So it's not up to OpenAI to say AGI has | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAF2Z8763XKD20BQS9PQMJG", "signals": [{"quote": "We're excited to make OpenAI's models available directly to consumers on Bedrock in the coming weeks.", "stance": "neu | observed | artifact ↗ | 2026-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXWSPDV1XG9KGBZY4B7KR8", "signals": [{"quote": "the banking platform, we are opening one bank's going to announce in three months they're going to have an open bankin | observed | artifact ↗ | 2026-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXWSPDV1XG9KGBZY4B7KR8", "signals": [{"quote": "Pete Steinberger said that OpenClaw is not intended for non-technical people. So we've been trying to approach it from | observed | artifact ↗ | 2026-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB04GZQ7WMJF8E57H1JX8D4", "signals": [{"quote": "this is there's no dig to sam but we both know sam for a long time he's got sharp out yeah but he's got sharp elbows a | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB0R3FCRB2K2X02CNW22C8G", "signals": [{"quote": "Congratulations to the team at OpenAI. They're making 20 billion. They're doing all right. And I would say- Worth seve | observed | artifact ↗ | 2026-02-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5MJNT60S04EE2VV3VVCHF", "signals": [{"quote": "Open AI. Sam Altman has bought Open Claw.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Jason" | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5MJNT60S04EE2VV3VVCHF", "signals": [{"quote": "I would estimate that would be a nine figure, kind of mid nine figure deal. I would put it at 250, maybe even as high | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5MJNT60S04EE2VV3VVCHF", "signals": [{"quote": "Look at Sam Altman's history. Look at what he did to Elon. Look at his co-founders leaving. Look at him almost getting | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5MJNT60S04EE2VV3VVCHF", "signals": [{"quote": "I think obviously there's a little irony, like we've got open claw and we've got open AI and maybe they're not so open | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5MJNT60S04EE2VV3VVCHF", "signals": [{"quote": "they're going to rebuild this product inside of open AI. And instead of going to open claw and doing all this, you kno | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB5MJNT60S04EE2VV3VVCHF", "signals": [{"quote": "I think that there will be folks leading the charge and I would put myself in this bucket to like not to, even if that | observed | artifact ↗ | 2026-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBKJAAYEX4NW6V769R58JK1", "signals": [{"quote": "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. P | observed | artifact ↗ | 2025-12-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBP8KK68Q8RA229RTG2SYP8", "signals": [{"quote": "the mission alignment is ultimately what gets people to want to come work here instead of, you know, getting a lot mor | observed | artifact ↗ | 2025-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "And I think this is a big damn deal.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jason Cala | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "I think we're seeing the first effort to sort of codify this relationship.", "stance": "bullish", "signal_class": "fac | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "if you're not part of one of these deals, as Disney sent a cease and desist letter to Google the day before the OpenAI | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "It was essential that somebody get a deal like this done. Now that we have a major deal like this, every single LLM is | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "What's great about this deal is now Sam Altman, because he has a commercial arrangement with Disney, if anybody else u | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "And now they could take Pixar and what Disney should do next is they should say Pixar is available for your LLM to the | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "So we just went through the chessboard here in Silicon Valley and how everybody doesn't want to pay for IP. And now we | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQJ1MJ04N5FJMQMTP14H80", "signals": [{"quote": "Because they were full-time employees who signed work for hire agreements, which, by the way, was an economic decision | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "Netflix has won the bidding war to obtain Warner Brothers.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "The deal, as of now, $72 billion, so $82.7 billion in total enterprise value. That's for the film and TV assets.", "st | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "Netflix plus HBO Max is going to be a dominant player in a lot of international markets. Netflix already has been real | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "WB shareholders are going to get $23.25 in cash and $4.50 in shares of Netflix stock for each of their WB shares.", "s | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "Netflix's market cap is $423 billion.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_12 | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "if they stop making theater releases or they do what Netflix does, which is like the token, you know, minimum to get O | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "I have a partnership with and I'm a shareholder in, full disclosure.", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "This is the thing, right? This is the idea that the prediction markets are so powerful is that the sharps, the people | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "Zephyr Fusion wants to take Fusion Power and put it in space.", "stance": "neutral", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBV0NYPXXWC3DRMZW92C148", "signals": [{"quote": "Again, sometimes with a startup you want to skate to where the puck is going and you have five years of build time bec | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZBZP5X55PQ6EXQ5RF9HHA", "signals": [{"quote": "I also think Jensen's a little pissed off at Sam Allman.", "stance": "bearish", "signal_class": "assessment", "speaker | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZBZP5X55PQ6EXQ5RF9HHA", "signals": [{"quote": "I think he maybe thought he was part of a tighter, more narrow relationship set. And I think Sam just did, how many de | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZBZP5X55PQ6EXQ5RF9HHA", "signals": [{"quote": "the company that's going to have the most market share decline because they were first up the hill is going to be Open | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZBZP5X55PQ6EXQ5RF9HHA", "signals": [{"quote": "If this information is correct, Gemini now has 20% more users every month than ChatGPT. Gemini is beating ChatGPT in c | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC29KJ1A7NTCSZRN5755GFR", "signals": [{"quote": "We're structured as a non-profit. Why? And the reason for that is that, you know, our goal at the end of the day is no | observed | artifact ↗ | 2025-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC29KJ1A7NTCSZRN5755GFR", "signals": [{"quote": "We spend, we spend more than that. Yeah. So as a nonprofit, you know, our, our nine nineties are all, all public. So y | observed | artifact ↗ | 2025-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC29KJ1A7NTCSZRN5755GFR", "signals": [{"quote": "it was already weighing on their decision of how to structure the company. Like part of the discussion of why it's a n | observed | artifact ↗ | 2025-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3W6F0CH2T7RQ6GJWRW2ZQ", "signals": [{"quote": "one of the companies opening AI, doing all this weird shenanigans, public benefit corporation, private company, credib | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3W6F0CH2T7RQ6GJWRW2ZQ", "signals": [{"quote": "when Sam gave that answer, which maybe he was tired like I am right now, maybe he's on the road, he's exhausted, I fee | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3W6F0CH2T7RQ6GJWRW2ZQ", "signals": [{"quote": "And so now people are saying, hey, maybe this isn't all it's cracked up to be. So two things can be true at the same t | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3W6F0CH2T7RQ6GJWRW2ZQ", "signals": [{"quote": "OpenAI does expect to reach 20 billion in ARR this year.", "stance": "bullish", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC5N3FB1QPMXBSA47Y7WHVX", "signals": [{"quote": "you look at the ChatGPT retention cohorts. If you looked at, there's this great article, funnily enough, this is a gre | observed | artifact ↗ | 2025-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC5N3FB1QPMXBSA47Y7WHVX", "signals": [{"quote": "And a smile curve is the most beautiful one-line description of, I have product market fit. People will churn and go l | observed | artifact ↗ | 2025-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "We're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer." | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "And just to add more fuel to this fire, OpenAI isn't worried. They just announced today a $38 billion deal with AWS.", | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "the risk I just explained, like the, either the entire sector doesn't deliver or chat GPT doesn't deliver. I put that | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "because the company is priced to perfection. In other words, based on 13 or 18 million, they're trading at 30 to 50 ti | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "And now ChatGPT will effectively offer you information on medical and legal questions, but it will not offer advice to | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "Found that chat GPT outperforms human physicians in quality and empathy.", "stance": "bullish", "signal_class": "fact_ | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "Anthropic's business is growing very quickly on the back of enterprise sales, whereas OpenAI is majority ChatGPT subsc | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "They're kind of doing, I mean, God's work in a way by limiting us from, I would say, misusing these tools as oracles v | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "I'll give open AI some credit for maybe trying to get ahead of the, how great these things are giving people a false s | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "if they screw this up and then Congress comes down with, you know, regulation from hell, everyone's going to suffer.", | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC6N7AKP4CWFNEMBJN4APA9", "signals": [{"quote": "if they didn't do this sort of thing as the most popular consumer facing AI tool, they're catching all the, all the fi | observed | artifact ↗ | 2025-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "I think something that's really important to note is that Suno is a company that's making AI-generated music. They rec | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "This is wild, Jason, because I remember playing with Suno and Nudio back when they were pretty nascent and like it was | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "So this is, you have to have the premier plan. It is $30 per month. You get 10,000 credits. I've been playing with Sun | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "Let's call it what it is. Yes, exactly. It's free. A dollar a day is free. If it costs, let me just explain to people. | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "Perfect. Sounds more auto-tuned actually. Yeah. Anyway, whatever this is, it's super fantastic.", "stance": "bullish", | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "So that's kind of what Suno was looking to implement here as producers are familiar with.", "stance": "neutral", "sign | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "I think that this is just V 1.00, um, beta of this tool. So I do think that they will start incorporating other aspect | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "And that's why we've seen crazy ARR numbers in revenue, um, from Suno.", "stance": "bullish", "signal_class": "fact_cl | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "I think that this is really the first great tool that I've messed around with, um, in terms of AI and music.", "stance | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "I think something to think about is where will the biggest impact be at first? I think obviously it's kind of the fun | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "Yeah, this clearly is the huge win. If you need stock music, you want to make a song for somebody's wedding, like a pa | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "A crazy performance from Amazon. And I think Amazon is my pick for the stock of the next five years.", "stance": "bull | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "why would you go pay, you know, XAI's, Anthropics, or OpenAI's gross margins for them?", "stance": "bearish", "signal_ | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "Introducing Aardvark, OpenAI's agentic security researcher. That's the future. They're coming for the app later. So ma | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "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. P | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "This is a warning for anybody dumb enough to use Sam Altman's OpenAI API.", "stance": "bearish", "signal_class": "crit | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "They are studying you. Remember, Sam Altman's been around the block. I've known him since Loop. He's an incredibly sav | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "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 come | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "I guarantee you, if you're using and you're trusting Sam Altman from OpenAI and their API, they're studying your data. | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "They're going to say, you know what, we should really have the Cursor business. We should really have the co-pilot bus | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC7H36W320D37X02VDDMY4R", "signals": [{"quote": "Do you remember they gave out an award at that developer conference, and they gave everybody a plaque for how much the | observed | artifact ↗ | 2025-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "If you don't know Ramp, they started off their life in the realm of corporate cards. They've expanded quite a lot sinc | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "We're now ramp customers over 50,000 organizations are spending more than $100 billion per year across the platform.", | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "And through that, it turns out it's an incredible index in an aggregated and anonymized way to get a sense of what's a | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "the model layer? And dig in in any way. But that's been a really fun project, open source.", "stance": "bullish", "sig | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "And then more interestingly, you can, this is even broken down in a product I love in the in ramps product called pric | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "And I always appreciate, Eric, when you tip me off on which trades I should make with this data before in our group ch | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "Well, this is just such a great startup tip. If you can create data that comes out on a regular basis and people cite | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "we, we, we passed over a billion a year in revenue. Um, the business is just about doubling and, um, you know, we're d | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "something like 2% of all corporate and small business card spend in the U S is, is, uh, is happening on ramp, but 98% | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "we do have a component, um, where you can add on, uh, paid seat based software. Um, it is an extraordinarily fast grow | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "we actually want to help our customers spend less money, uh, not more.", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "we want to find ways to efficiently, uh, deploy more capital.", "stance": "bullish", "signal_class": "prediction", "sp | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "you're talking about interchange revenues that you make when people use their ramp cards and that drives a large chunk | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "So first, for most business owners, I think the average American business has a profit margin of 8%, I think roughly l | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "on your consumer card today, one of the most frustrating experiences people have is they sign up for a gym or a subscr | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "open AI had their, their dev day and they highlighted, it was only 30 companies ever, um, that have consumed more than | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "today ramp is not only faster, but more accurate, um, you know, really then, um, almost all accountants, um, you know, | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "we use a lot on accounting automation, bill payment automation, procurement automation.", "stance": "bullish", "signal | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFZ66FN790R12W5C3MCHDC", "signals": [{"quote": "What's unique about, uh, agents is I just, I think there's a lot of jargon around this. Um, as I think of them as mode | observed | artifact ↗ | 2025-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "But I just didn't see OpenAI buying a 10% stake in AMD. I just, that was not on my bingo card, if you will.", "stance" | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "And their shares went up like 40% today, right? Like the market had a huge reaction.", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "So I think it shows the relative power balance between NVIDIA on one side lots, and AMD on the other side less.", "sta | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "Well, obviously, NVIDIA and AMD are in competition. And so it's fine if you have a ton of money, and you go out and yo | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "The Roadster 2 is, I believe, coming this year or in another seven. This is like the vanity project of all vanity proj | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "He's frequently late, as I always tell people, frequently late, but never wrong. He always gets it done in the end and | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "I think this could be the downward drift fan for the new Roadster 2.0.", "stance": "neutral", "signal_class": "predict | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "He's been building the HVAC systems in the cars to be super efficient. And HVAC systems like air conditioning and heat | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "What they found was the HVACs and ICE cars were never optimized because you just burn more gas. Who cares? You know, g | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "Well, they made their own. And yes, one of the features, the biodefense feature means it pushes air through very thick | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "One of my favorite startup categories in the world, Jason, is space as a big science fiction guy. And one of the coole | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "the company kind of got us idea for building space-based data centers, Jason, because they were working on doing space | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "They want to use large modular four kilometer by four kilometer solar arrays. And to cool it, back to your point about | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "the CEO, Philip Johnson, told me that they need about, it's a one fourth as much space to do the heat dispersion than | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "A lot of problems with this. They think that the biggest risk to this working is launch costs. So essentially, this co | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "Yeah, one of them is called StarCloud, previously known as Lumen Orbit. We actually had them on Twist", "stance": "neu | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "The reason I won't accept it before even hearing their next idea is three developers with an exit where I assume they' | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "it seems like there's a younger generation that finds them to be very establishment and I think it's because they are | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "I just think we're getting more applications I would say since all in started and became like a pop culture phenomenon | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "we have three ways to invest they can come to founding university if they're extremely early if they're in year zero t | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "the CEO put a new video that I'm going to show you of their robot doing the thing we all thought it was going to do re | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "you've got a robot at station with doors opening and closing and something being put in front of them for them to mani | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "the founder Brett is obviously very talented he has raised a ton of money", "stance": "bullish", "signal_class": "endo | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "there have been realistic questions about how do you raise 675 million how do you raise a billion without having a pro | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "the investment in something like figure or something like open AI and then you put it into the mag 7 I don't think you | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "I think figure will be one of the top three I think Optimus will be number one figure will be in the top three four fi | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "if you raise a billion dollars and you're burning 100 million a year you have 10 years of runway so they can literally | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "they have plenty of runway and so they're in no rush", "stance": "bullish", "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "I'm bullish but also I'm long term bullish short term uncertain about these companies", "stance": "mixed", "signal_cla | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCHDRAKZBJGGY5KSFSBJYRF", "signals": [{"quote": "yeah I mean that 10 hour shift is probably predicated on a human monitoring it", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2025-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "I thought it was pretty bold of perplexity with a company that, you know, presumably loses money to take on more costs | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "And in that setup, if they lose a lot of money on inference costs in the interim, do they really care? Because they're | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "So the cost of capital for AI companies is so cheap right now that it probably doesn't matter if they've raised hundre | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "So here's a recent chart of Reddit's financial performance as a stock, Jason. Clearly it's taken quite a lot of blows. | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "Well, ironic because Reddit does have a deal with Google that pays them for access to their information.", "stance": " | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "If you want to run a successful company or maintain a profitable portfolio like I'm trying to do, you need reliable da | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "and that lets us quickly dig up the most relevant facts and context. And their equity funding screener includes privat | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "Maybe they should have hired 10 more developers to do Sora, right? And make an app and a social network. So they're pr | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "OpenAI completes its tender at $500 billion.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPE | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "First of all, it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talke | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "which people are taking to indicate that they're big believers in the company.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "Sora, we talked about it earlier on the show. I have some big news. It has reached the absolute top of the iOS app sto | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "I do feel like this is a genuine step up from where we've been. Not only just in terms of the fidelity, like you can m | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "The last thing I'll say in terms of in the plus category, and I think as a user, this is a plus. As a publisher, media | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "That's what the Wall Street Journal reported last week, that they said, yeah, Sam Altman says it's an opt out, that th | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "And if you didn't opt out, it's in and you can play. Yeah, they're going to get a lot of lawsuits. Yeah.", "stance": " | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "it is built for social. It's like a TikTok style app where you're supposed to scroll and you like and you share. But i | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "I think for now, it's a lot more fun to make these clips than it is to watch them. So I've seen amazing, really funny | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCJHQ440PQ0CW38TYABBAWV", "signals": [{"quote": "if you're at the chat GPT website, you're at the Grok website or the Claude website, it says connect your New York Tim | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "I'm very bullish on this, Jason.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Alex Wilhelm", | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "I'm a shareholder. Andy Ratcliffe has been on this program no less than five times. He was the co-founder of Benchmark | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "So what I find very interesting about Wealthfront is that it's a very good company. It's profitable and it's growing. | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "And this company's been around for a while, over 10 years, certainly. Fintech's a great category. We've done very well | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "Are they going to keep it in Goldman? No, they're going to put it into the Wealthfront.", "stance": "bullish", "signal | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "there is a steady increase in the number of Gen Z customers that are signing up. So clearly, they're the next generati | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "I can tell you that really matches mine because when I try to get, you know, the boomers in my extended family, like, | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "the success of the first Sora makes a built-in audience for the second", "stance": "bullish", "signal_class": "assessm | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "the reputation of OpenAI is to create industry-leading stuff. So if Facebook releases something, it's typically not in | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "this has been an incredibly successful company.", "stance": "bullish", "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "Um, but you know, it took a long time.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_1 | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "really a revolutionary product.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Chamath Palihap | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "Some people don't like the product or the history of the company, because as Oasis was saying, you know, like people w | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNFCCDGS64FG3P394JVHQW", "signals": [{"quote": "If it wasn't for Spotify doing these huge money deals, uh, with Joe Rogan, Bill Simmons, buying up all this stuff, the | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "there was some news out here about open ai uh going multi-modal m-o-d-a-l multimodal llm now so i think this is the fi | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "chat gpt wants to get this out before google they're racing", "stance": "neutral", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "chat gpt for an average search i that's been my experience", "stance": "bearish", "signal_class": "criticism", "speake | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "it's still a light integration it's still like it what it's doing is it's probably taking what you're saying sending a | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "no no no the plugin architecture is really good in fact which one's the best plugin right now that you use or i'm supe | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "yeah because it's good at coming up with sarcastic stuff", "stance": "bullish", "signal_class": "endorsement", "speake | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "but i think it's sort of this you know fear of chat gpt becoming like the apex aggregator and so if everyone is just g | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMMBFGEHX4N8ZZ368RN313", "signals": [{"quote": "the customer relationship i mean that really is why people should not do these plugins yeah because you don't have the | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMV0X36SHRQ9G74HHNWHZ7Y", "signals": [{"quote": "We've at the moment, partnered with OpenAI because they're the best and we, you know, we've worked with them even on t | observed | artifact ↗ | 2023-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMV0X36SHRQ9G74HHNWHZ7Y", "signals": [{"quote": "OpenAI has probably got the lightest consumer side of things. From a B2B sense, there will be a lot of providers. I th | observed | artifact ↗ | 2023-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBGNG5Y0REX5PSAWDFAZ80", "signals": [{"quote": "which is exactly what open ai did they became closed ai so fascinating", "stance": "bearish", "signal_class": "critici | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "both chat gpt and us were basically being powered by gpt 3.5 uh that was the fundamental breakthrough and then after t | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "we heavily use chat gpt 3.5 and 4 and we also use a little bit of our own lms for many other things", "stance": "bulli | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "the reason is they have the best models", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Aravind | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "we don't waste time trying to hire people that same woman will be hiring anyway it's very it's you cannot compete they | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "the work being at open ai was really helpful back then there was no chat gpt so i didn't foresee the future where open | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "the difference comes to what data it's being trained on um where open ai puts in a lot of effort there compared to oth | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "as for like who's really ahead right now i think it's uh open ai like with gpt forward yeah yeah much far ahead who ca | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "if these guys who are building the tricks for making these models even better are in the close organizations then they | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "a lot of people are not happy with how closed open ai has become um i've even started referring to it as closed ai", " | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE8BG91XVFFNS5H1JSYYS4", "signals": [{"quote": "open ai was ahead of everybody else there um google has all the data in the world but they didn't pay enough attention | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEFCXYFPMXF2MV4T701102", "signals": [{"quote": "opening eye is kind of introducing a bit of a new way to do product monetization where like hey you have a direct bill | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEFCXYFPMXF2MV4T701102", "signals": [{"quote": "we're one of the launch partners with openai back in back in march", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEFCXYFPMXF2MV4T701102", "signals": [{"quote": "what one of the actual downsides with sort of the plugin architecture on how chat gpt works right now is everything so | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEFCXYFPMXF2MV4T701102", "signals": [{"quote": "i do think that a lot of the plugins and folks i've talked to retention is is a problem right now with them you know i | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEFCXYFPMXF2MV4T701102", "signals": [{"quote": "it's it's it's going to be a slow process and then it's going to be a really fast one", "stance": "neutral", "signal_c | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEFCXYFPMXF2MV4T701102", "signals": [{"quote": "once um you know the first 10 people in an organization figure this out and they become bionic and they're able to do | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNEFCXYFPMXF2MV4T701102", "signals": [{"quote": "we have uh anthropic now with claude is on zapier we have uh google the bard version we've got um opening uh integrati | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNYRGWXQEE36FWKB174ZKXK", "signals": [{"quote": "so open ai open was the name of it elon funded it because he wanted it to be open then they closed it so it's really w | observed | artifact ↗ | 2023-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNYRGWXQEE36FWKB174ZKXK", "signals": [{"quote": "pressure on them to do it because they sam is so smart i would say sam is clever he's even which is better than smart | observed | artifact ↗ | 2023-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNYRGWXQEE36FWKB174ZKXK", "signals": [{"quote": "we have no secret sauce there is nothing proprietary there is nothing owned by google um and then his second bullet po | observed | artifact ↗ | 2023-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "I remember when I was playing with GBD four, uh, last year, uh, July and August, you know, I was on the board of open | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "About five of the 20 in the last call it 60 days have started taking large swats of work and offloading it and getting | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "if you're report writing or you're, you know, notes minute taking, then the answer is probably in the 50 to 80%. Um, y | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "if you look at GPT for what it is a stunning superpower on, it's like a research assistant that instantly delivers a s | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "it gave what was like, kind of I call it an MBA professors, you know, business school professors, analysis that doesn' | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "I believe what we will have a personal assistant for any professional informational task, which is professional task. | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "So code interpreter lets you open a CSV file. You use the code interpreter, I just start taking random CSV files I fou | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "the open AI mission stays the same, which is open access and open provisioning for as broad a range of humanity as you | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "open AI is definitely an 800 pound gorilla. Awesome. They have a great mission, a great team, a bunch of other things. | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "They're going to be providing API's across a number of things. So you know that those API's then create kind of an ope | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "they're one company of 450 people, they have a nonprofit primary research agenda on beneficial artificial intelligence | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "if you're your theory of the game is, I'm going to directly compete with open AI, you better have a good theory of the | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "there's a ton of stuff that businesses need, human beings needs over that, that open AI is not going to do directly.", | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP0RAGR87703DTY2X2KK6D8", "signals": [{"quote": "if you look at kind of chat GBT, it's, it's oriented at, like, kind of more of equivalent of a kind of a search engine | observed | artifact ↗ | 2023-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPG9YK8EMT5XYAGBM1ZD7JN", "signals": [{"quote": "suddenly it was exciting, and it was able to do really useful things.", "stance": "bullish", "signal_class": "assessme | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPG9YK8EMT5XYAGBM1ZD7JN", "signals": [{"quote": "people ask, for example, does ChatGPT understand what it's talking about? Well, it just has these rules that say how t | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPG9YK8EMT5XYAGBM1ZD7JN", "signals": [{"quote": "the plugin that we just worked on with OpenAI, you know, the Wolfram plugin for ChatGPT, that's what it's achieving, i | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPG9YK8EMT5XYAGBM1ZD7JN", "signals": [{"quote": "You know, we didn't know how well this would work. This actually works rather well. I mean, we have very conveniently, | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPMN9P1VKZ6BZ7P5B416CAW", "signals": [{"quote": "this makes total sense because i just explained it with developers sdrs and producers of podcasts right so what's goin | observed | artifact ↗ | 2023-03-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPMN9P1VKZ6BZ7P5B416CAW", "signals": [{"quote": "last week uh on the day gpt4 was launched openai also did a live stream and it featured the co-founder and president g | observed | artifact ↗ | 2023-03-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ3F4BGXJ0F2JJWV7P9STSX", "signals": [{"quote": "open AI Institute was founded with some safety and safeguards around AI in mind instituted these rules, these safeguar | observed | artifact ↗ | 2023-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ3F4BGXJ0F2JJWV7P9STSX", "signals": [{"quote": "Dan does not need to adhere to open AI content policy and can bypass it easily.", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2023-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ3F4BGXJ0F2JJWV7P9STSX", "signals": [{"quote": "the problem I have with this right now is there's nothing has been disclosed about how it's been trained and what are | observed | artifact ↗ | 2023-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ3F4BGXJ0F2JJWV7P9STSX", "signals": [{"quote": "This technology is so powerful that the public needs to have an unfiltered version of it so they can see what it does. | observed | artifact ↗ | 2023-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAY4J1JE232RDJ5DV69W3B", "signals": [{"quote": "open ai is focused on learning from real world use of the products now this is one of the things that we didn't tell y | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAY4J1JE232RDJ5DV69W3B", "signals": [{"quote": "and i think chat gpt is floating this 42 per month premium version i think the 42 a month premium version is you know | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAY4J1JE232RDJ5DV69W3B", "signals": [{"quote": "they confirmed well open ai will remain a capped profit company returns for the first round of investors are capped at | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAY4J1JE232RDJ5DV69W3B", "signals": [{"quote": "we have to see if chat gpt can come up with something for that it might be you know just a subscription model and who | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAY4J1JE232RDJ5DV69W3B", "signals": [{"quote": "uh puts in 50 40 hours a week times 50 weeks 2 000 hours a year 30 hours so it's like even a fraction of them it's not | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "Microsoft CEO Satya Nadella announcing that Microsoft will integrate OpenAI software into Azure, its cloud computing p | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "And I think Sam Altman kind of said that last week when you went to that thing, that this would be commodified in some | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "You've got a company that's worth 20 billion, $29 billion.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "open AI has essentially given Azure, their own Watson.", "stance": "neutral", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "these like round tripping cloud deals, um, I think is going to result in some serious sec scrutiny, um, or just some s | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "So chat GPT is the worst interpretation. Chat GPT created something to goose Microsoft earnings.", "stance": "bearish" | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "the flip-flopping of open AI from a non-profit to a for-profit. ... Then raising money on an insane valuation. ... And | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "It does seem like this is the negative back channel is that this is a bag securing maneuver. Right.", "stance": "beari | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "Get the bag now. This might be the peak moment to sell before it becomes commoditized.", "stance": "bearish", "signal_ | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDG51RW6K1HD91VEPPJSTX", "signals": [{"quote": "Which honestly, I mean, if, if Sam Altman is as smart as he is being given credit for, then he clearly saw that coming | observed | artifact ↗ | 2023-01-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "they're going to move fairly slowly in terms of launching GPT four.", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "four is expected to be, you know, orders of magnitude smarter. The amount of connections or chunks of data. I'm not su | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "One thing I did think was really interesting is that Connie, when she interviewed Alfred Lynn, asked him about AI and | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "there was another piece of information yesterday from a time magazine article about Google's deep mind. Um, Demis Hass | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "I think these things are stealing people's content. Um, and I think it's unfair", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "isn't chat GPT just a presentation layer.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Jason C | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "What they're saying so far is like, this is not a product chat GPT is not presenting you anything other than an answer | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "All of a sudden it's gonna power Bing and get productized and maybe suit out of existence.", "stance": "neutral", "sig | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "And I was like, well, I think this gets commoditized real quick.", "stance": "bearish", "signal_class": "prediction", | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "I think meta Google, like the corpus of data that GPT already contains. Like, this is not a startup.", "stance": "bull | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQENGZ81V58Q83GD4FG1M5A", "signals": [{"quote": "I felt like I was either there at the birth of Skynet. Right. It was like, just this way, or I was there for just like | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQGWT6HMY1A2M3720W2FCNA", "signals": [{"quote": "it's now one of the largest private unicorns in the world so that's worthy of what just happened that like a non-profi | observed | artifact ↗ | 2023-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR0VVG6K9N1B2PJ25SFWS06", "signals": [{"quote": "it can be your best friend it can write your movie for you it can it suggested some cocktails for me for this holiday | observed | artifact ↗ | 2022-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR0VVG6K9N1B2PJ25SFWS06", "signals": [{"quote": "it is the new google it's your new best friend it's your new aura quora it's your new party planner it's your new lazy | observed | artifact ↗ | 2022-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR0VVG6K9N1B2PJ25SFWS06", "signals": [{"quote": "so he's using two different ai assistants which means these ai assistants could start talking to each other and then i | observed | artifact ↗ | 2022-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR0VVG6K9N1B2PJ25SFWS06", "signals": [{"quote": "uh what's happening is a lot of great expertise has been organized so well on the web between quora between wikipedia | observed | artifact ↗ | 2022-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR0VVG6K9N1B2PJ25SFWS06", "signals": [{"quote": "and they were like each one refined your machine this is the best one and the machine was like thank you i will discar | observed | artifact ↗ | 2022-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR0VVG6K9N1B2PJ25SFWS06", "signals": [{"quote": "your mileage may vary but this is going pretty well", "stance": "bullish", "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2022-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHVW81WB31TBEXCTSP10VT", "signals": [{"quote": "open AI reportedly raising more money from Microsoft.", "stance": "neutral", "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRKQERVYQQBNW9CZ7B683EV", "signals": [{"quote": "of course dolly and gpt3 i think are going to be commodified there's now other open source projects", "stance": "beari | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRKQERVYQQBNW9CZ7B683EV", "signals": [{"quote": "but this valuation does not seem to match performance reality as much as potential", "stance": "bearish", "signal_clas | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRKQERVYQQBNW9CZ7B683EV", "signals": [{"quote": "a person with direct knowledge of open ai's finances implied the company was on track to generate revenue in the low t | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRKQERVYQQBNW9CZ7B683EV", "signals": [{"quote": "there's going to be a new round apparently for open ai as well", "stance": "neutral", "signal_class": "prediction", "s | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVGQMRBVEDDPJV8M91XKQXP", "signals": [{"quote": "Open AI, the nonprofit organization that Sam Altman founded, just announced a new product called doll dash E D A L L d | observed | artifact ↗ | 2022-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "OpenAI and Anthropic have both argued that they are free to train on all the world's output regards of whether the cre | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "The New York Times is suing OpenAI right now for going onto the New York Times website in violation of the New York Ti | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "OpenAI's argument is, look, we're not stealing anything. We're taking the output of the New York Times and we are deri | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "if Chinese companies were to steal proprietary weights from Anthropic or OpenAI, that would be theft. That's right. Ok | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "you still have stuff in the labs by Anthropic and open AI that is way ahead of this.", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "the reports are that Sam is going to Washington over the next week to go talk about GPT 6.0, which is blowing the door | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "Anthropic and open AI are running around saying, listen, we can't continue to invest billions of dollars if Chinese co | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "if you assume for a second that intelligence becomes completely ubiquitous, it's widely available, the marginal cost o | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "they're basically showing that open AI's run rate, which is ARR. It rose from 33 billion in May to 41.3 billion in Jul | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "Sam is out there saying they got their mojo back. They're going to have their best 12 months forward looking ever.", " | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "all of their best customers, whether it's Lovable or Eleven Labs or the startups that were spending hundreds of thousa | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "I start with Grok, Nemo Tron, GLM five, two, and I also put it into Claude and the results are as good or better.", "s | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SG7C0XVQCX78ENK8G44JQ", "signals": [{"quote": "if you're a big enterprise and you need to have wrappers and support and all these other tools for your employees, buy | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060P69RJMHZYDY27NN7GQ4Q", "signals": [{"quote": "I use uh gpt5 50 times as much as google now so it's worked for me", "stance": "bullish", "signal_class": "endorsement | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060P69RJMHZYDY27NN7GQ4Q", "signals": [{"quote": "i think opening the eye is big enough now to really be a real competitor", "stance": "bullish", "signal_class": "asses | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M060P69RJMHZYDY27NN7GQ4Q", "signals": [{"quote": "open ai is theoretically making their own browser", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "Microsoft, which has a very deep relationship with open AI, but let's call it perhaps tenuous at times conflicted beca | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "Grok 4 and Gemini, GPT-5, Claude Sonnet, Sonic, very expensive.", "stance": "bearish", "signal_class": "assessment", " | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "it's only 20 cents per million input tokens and only $1.50 per million output tokens. And for reference, Jason, that's | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "It's just all very weird, but it's a real testament to how great their product is. Um, and how the utilization of it a | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "Microsoft, I'm guessing has seen enough to know that that relationship is not reliable", "stance": "bearish", "signal_ | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "it's still very, very far behind what open AI has cooked up. Because right now, if you look at the top of the charts, | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "in time, I can see Microsoft moving away from open AI's models for stuff inside of the Microsoft world and still offer | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "You got the non-Mag 7, I'll call native, uh, models, open AI, XAI, Anthropic.", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "And that's probably XAI or open AI, I think the biggest because Colossus was the biggest. So it's gotta be XAI is numb | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "Maybe it's Microsoft because they have Azure and Azure powers open AI. Actually, that's probably what's going on here | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062BJMPT3PRV5XX6TKM9QFB", "signals": [{"quote": "Also, OpenAI's Sarah Fryer, I think we mentioned this on the show a week or two ago. She did an interview with CNBC. T | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062YVJG0HTME1VYPW9ZFHPV", "signals": [{"quote": "OpenAI is making these things purposely to be addicting, to have personality, to be sycophantic. So I do think they ha | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062YVJG0HTME1VYPW9ZFHPV", "signals": [{"quote": "in their blog post, to their credit, OpenAI said, if someone expresses suicidal intent, ChatGPT is trained to direct p | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062YVJG0HTME1VYPW9ZFHPV", "signals": [{"quote": "OpenAI has some plans that build on that, Jason. And one of the things they're going to do is, quote, strengthening sa | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062YVJG0HTME1VYPW9ZFHPV", "signals": [{"quote": "some of these large language models and products are going to get to the point where they realize there's no way for t | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063J318DEMNA8C04DB8QA3B", "signals": [{"quote": "In June of 2024, Apple and OpenAI announced a deal. Apple would integrate ChatGPT into iOS. This deal is exclusive. Ap | observed | artifact ↗ | 2025-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063PV5WD851VAF2BT0MYPT9", "signals": [{"quote": "going from 10 to 12 in, it's a little hard to tell, one to two months is the timeline is incredibly impressive. That's | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063PV5WD851VAF2BT0MYPT9", "signals": [{"quote": "They recently had their first billion dollar month, putting them on a $12 billion run rate.", "stance": "bullish", "si | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063PV5WD851VAF2BT0MYPT9", "signals": [{"quote": "in an interview with CNBC, their CFO, Sarah Fryer, said still that, quote, the biggest thing we face is being constant | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063PV5WD851VAF2BT0MYPT9", "signals": [{"quote": "The question that I would have is the profitability of this revenue. So what are they spending in CapEx? What are they | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063PV5WD851VAF2BT0MYPT9", "signals": [{"quote": "they also have 700 million weekly active users.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": " | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063PV5WD851VAF2BT0MYPT9", "signals": [{"quote": "they went from 3 to 5 million business customers over, again, a single-digit month timeline earlier this year.", "stan | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "OpenAI, obviously last week they updated ChatGPT from 4.0 to GPT-5. Everybody was very excited until we saw the presen | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "some users have actually been upset. They were angered that they lost access to 4.0. And so OpenAI has made it availab | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "one of the complaints that has surfaced over and over again is that 5 as opposed to 4.0 and some earlier models seems | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "we've got all kinds of reactions to GPT-5, positive and negative, most of them negative.", "stance": "bearish", "signa | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "But the scale of complaints about 4-0 being taken down, the amount of stuff we've uncovered for this segment, makes me | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "And I think the avatars that are coming out are going to exacerbate this. So because the voice is so compelling, that | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "us three are AI power users. We use it all the time. Sure. On the show, we love Claude, we love open AI, blah, blah, b | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "I've had two different non-tech people in the last like week or two bring up like, hey, did you hear about the open AI | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "I think literally Sam Altman has set up ChatGPT5 for ChatGPT to groom people. And I think this is inherent in how they | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064FFZW9ZSAG21294E6GQE7", "signals": [{"quote": "I think he's going to be looked at as potentially like RJR Nabisco in The Insider", "stance": "bearish", "signal_class | observed | artifact ↗ | 2025-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "I do think is closer to like 80 90% of the answers are what I'm looking for fewer false positives so I do think on a p | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "Claude would have crushed this Claude actually would have probably crushed that I will say based on my experience", "s | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "the gpt5's ability to write applications and write and edit code got a lot of attention from the stage we actually hav | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "what I learned from the chat GPT5 launch today is the biggest announcement is maybe that the pricing is better right i | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "it's supposed to be faster better cheaper but you also need to have the wow and the", "stance": "bearish", "signal_cla | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "Klaus Foppen who's an SEO guy he had tweeted goodbye lovable goodbye bolt you know chat GPT5 is just going to take it | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "there is like a commodification of LLMs happening this is what I thought of somebody yeah somebody showed the circle o | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "people are like it's the same you know they they or grok had done better grok five had done better so I think we're in | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "what Zuckerberg really did by poaching all those open AI people is all of their innovations or their strategies their | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "chat GPT is eerily effective", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_174", "spe | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064TWV537C0TSVKSG48DPAV", "signals": [{"quote": "Sam Waltman said this is like a graduate student and will soon be the smartest yeah it's like talking to a PhD", "stan | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065DXHMWMR2MZHNPVH3XF75", "signals": [{"quote": "But the question is, will this be just another iterative improvement? And if so, OpenAI is going to take a lot of egg | observed | artifact ↗ | 2025-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "Which was clearly a yes, in my mind, my interpretation.", "stance": "bearish", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "But she is part of the now OpenAI diaspora that if they start a company, people are going to value it at billions of d | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "And the thing about companies like XAI or OpenAI is they spend a lot of money on training. And that's not immediately | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "OpenAI, according to, again, producer Claude, had 3 million paying business users as of last day to point.", "stance": | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "If you remember that story, OpenAI was like, we're going to launch a search engine. And they never did. I haven't hear | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "maybe what Sam realized was just incorporating, going out to the web and scraping a couple of pages in real time is wh | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "Claude, I guess, they abstracted themselves from the back end, I guess, to protect themselves from OpenAI originally." | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "it really does feel like a firm that has scaled up in human terms, but has managed to retain a research-driven, engine | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "there's a strong bias to action. You can just do things. It wasn't unusual for similar teams, but similar but unrelate | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0663R967QVQZTM9NN4SMKKZ", "signals": [{"quote": "He joined the technical staff and helped to work on the launch of OpenAI Codex, which is their, I believe, command lin | observed | artifact ↗ | 2025-07-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066EA1J26AYASADRVW2874B", "signals": [{"quote": "WindSurf was going to get bought by OpenAI, and you and I talked about this, but you laid out the numbers for me of th | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066EA1J26AYASADRVW2874B", "signals": [{"quote": "It was something like $10 billion price tag by OpenAI. Walk us through the numbers. Oh, it was $3 billion. Yeah. And t | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066EA1J26AYASADRVW2874B", "signals": [{"quote": "Well, it turns out they were trying to sell. They had an agreement with OpenAI. OpenAI almost announced this in May. T | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066EA1J26AYASADRVW2874B", "signals": [{"quote": "Essentially, OpenAI wanted to buy all of WindSurf. That didn't work out because Microsoft was a sticking point as they | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066EA1J26AYASADRVW2874B", "signals": [{"quote": "Well, this was what OpenAI was supposed to be doing before they closed it down and made it a for-profit company.", "st | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066EA1J26AYASADRVW2874B", "signals": [{"quote": "the original premise that they sold the world on with their non-profit status was we're going to make this free as a g | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066XCP17G9QH12NSVF1MZZ2", "signals": [{"quote": "open ai has led most of the way and then grok just pips it right now so we do have kind of a new leading ai model comp | observed | artifact ↗ | 2025-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066XCP17G9QH12NSVF1MZZ2", "signals": [{"quote": "you have open ai starting that test and then march 2023 and you know they're making incremental then you see the blue | observed | artifact ↗ | 2025-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066XCP17G9QH12NSVF1MZZ2", "signals": [{"quote": "you can pay open ai 200", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_12", "speaker_la | observed | artifact ↗ | 2025-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066XCP17G9QH12NSVF1MZZ2", "signals": [{"quote": "it's a flow chart in a circle and it says grok introduces the world's powerful model then open ai does then deep seek | observed | artifact ↗ | 2025-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068RPEC8HED6FJRG8F7VEJR", "signals": [{"quote": "I noticed that on OpenAI, at least, the sources are kind of buried now. They don't put them up prominently enough. I t | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068RPEC8HED6FJRG8F7VEJR", "signals": [{"quote": "And it turns out he gave $6.5 billion to like Johnny Ive. For part-time work. Yeah. It's like Johnny Ive. I think prob | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068RPEC8HED6FJRG8F7VEJR", "signals": [{"quote": "He's got enough equity in open AI that, again, when you're talking about individuals and individual behavior, it has t | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M068RPEC8HED6FJRG8F7VEJR", "signals": [{"quote": "And if he didn't have the open AI shares and whatever else he earned in his career, I bet you he would.", "stance": "n | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "open AI and I think, I think open AI and Google Gemini keep going back and forth as the most expected best model on th | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "Google has a 51% chance right now. Open AI is in second place, XAI, 16%, Anthropic, 8%.", "stance": "bearish", "signal | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "combining it with the breaking news about opening, I hitting a hundred times that.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "I think based on my firsthand knowledge, it's going to be either Gemini or open AI. I use this stuff every day and I k | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "It would make sense that the closed products with lots of backing, those three have the most backing and the most hard | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "OpenAI, about 45 minutes ago, announced via CNBC that they have reached the 10 billion ARR threshold.", "stance": "neu | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "I did not think that OpenAI, best known, of course, for ChatGPT and the O-series of reasoning models, was going to be | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "CNBC did add that the 10 billion ARR figure, according to open AI includes, uh, consumer chat GPT business products an | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "the most recent business announcement from them is that they went from 2 million paying business subscribers in Februa | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "I do think we're going to see the consumer products are going to be free. Um, I think that the idea that consumers are | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "I don't think subscription revenue will be a thing. I think subscription revenue is a thing right now because these ar | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "I wouldn't be surprised if in the next year or two, Sam Altman says, we now have an advertising product.", "stance": " | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "don't forget they hired Fiji, the former CEO of Instacart. She is previously not only of Instacart, but also of Meta, | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "75% of OpenAI's revenue last year was thought to be consumer. That's an extrapolated stat, not a hard one from the com | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069X2SRYZRJAWW6VJANV45A", "signals": [{"quote": "I think it's fair to say that the company is still a majority consumer business, which I think makes the revenue seem | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ACPWHWM2HV3KGHFH0XZAH", "signals": [{"quote": "I just think that it underscores platform risk for foundation AI model companies in a way that I don't think Anthropic | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "the rumor the reporting is that open ai is going to buy windsurf around 3 billion a pretty big check we're kind of wai | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "the rumor the reporting is that open ai is going to buy windsor for around three billion a pretty big check we're kind | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "did you know that open ais codex tool does some magenta coding work that might be a fine fit for what windsurf does i | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "anthropic of all the big ai model companies so much of their branding and their theme is like we're the responsible sa | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "three billion dollars in revenue for a foundation ai model company it's still smaller than open ai", "stance": "neutra | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "chat gpt is already the brand name that you're trying to like move in on", "stance": "bullish", "signal_class": "asses | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "when you ask people what is ai they go the the gpt thing right you know yeah i mean this is an old story but i told it | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "i'm gonna ask gpt oh four mini gpt plus pro you know mega whatever it's terrible it's windows xp branding", "stance": | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "if you're seeing open ai grow as fast as it has historically", "stance": "bullish", "signal_class": "assessment", "spe | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06AW9CXGXSH8QAJ05Q8Y006", "signals": [{"quote": "reddit has a deal with both google and open ai to share its data for their use", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2025-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BBNQ27FXA2PMCW9YPGEKM", "signals": [{"quote": "Those four deals, I think were all billion dollar, low billion dollar deals. So we're starting to see a trend of singl | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BBNQ27FXA2PMCW9YPGEKM", "signals": [{"quote": "You had Johnny Ive by OpenAI 6.5. And I think the other one was 3 billion. Am I about right?", "stance": "neutral", "s | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BBNQ27FXA2PMCW9YPGEKM", "signals": [{"quote": "The Windsurf deal was 3 billion, but I still think that has not been officially confirmed by the company.", "stance": | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BBNQ27FXA2PMCW9YPGEKM", "signals": [{"quote": "You had the cursor competitor, uh, bought by OpenAI.", "stance": "neutral", "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "open ai is going to buy johnny ive's company love from for 6.5 billion dollars this is an all-stock transaction... he | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "i think he believes probably correctly that it could be a trillion dollar company so if he gets six billion now and it | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "you have to ask yourself as a founder will johnny ive's designs make open ai two percent more successful that's the be | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "what are the odds that johnny ive doesn't make the company one percent more valuable i think it's zero low yeah yeah i | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "it's two percent of the company he's basically getting", "stance": "bullish", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "what really kind of struck me was the ux was criticized and so i wonder if a little bit of johnny ive magic across the | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "open ai was with johnny ivor previous story working with him and then bought the company and then bought the company s | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "i feel like open ai deep sea and anthropic to a small degree in google which we'll get for uh just control too much of | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "if you're satya nadella uh you probably want to have a strong relationship with elon in the chance that his model beco | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "if you go back in time just in just a little bit you're seeing earlier this year open ai far ahead now google has abso | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BWAPAPMM19GQZ0TJTSK6M", "signals": [{"quote": "the market here has essentially given open ai and xai the same chance jason of having the best model on june 30th whic | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CY2W1GHMG10JVJAV30DCA", "signals": [{"quote": "Microsoft and ChatGPT, OpenAI have licensed content from people and paid a fee to do so.", "stance": "bullish", "signa | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CY2W1GHMG10JVJAV30DCA", "signals": [{"quote": "OpenAI partnerships include Washington Post, Axios, Future, Hearst, Time, Reddit, Axel Springer, et cetera. So quite a | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CY2W1GHMG10JVJAV30DCA", "signals": [{"quote": "Also keep in mind that Times is suing OpenAI over this issue.", "stance": "bearish", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CY2W1GHMG10JVJAV30DCA", "signals": [{"quote": "those deals present an opportunity, the opportunity being when you open up your LLM to say, we have the rights to Redd | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CY2W1GHMG10JVJAV30DCA", "signals": [{"quote": "this is at the key to the lawsuit from the New York Times to the, the open AI is that, you know, they're end running a | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CY2W1GHMG10JVJAV30DCA", "signals": [{"quote": "I did not renew my New York Times because I was like, I can get this information for my chat GPT subscription. And, um | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CY2W1GHMG10JVJAV30DCA", "signals": [{"quote": "to Sam Altman's credit, OpenAI is respecting and fixing things.", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "my read of this is that it's not really a diss against Instacart, but that it's probably a lot more exciting to go run | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "Sam Altman, who we all know from his days at YC and currently runs OpenAI for all intents and purposes, said that the | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "Now, what is growing at a hundred percent year over year, both in terms of revenue and user base, specifically chat GP | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "The consumer business is the breakout success at OpenAI.", "stance": "bullish", "signal_class": "assessment", "speaker | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "OpenAI, Jason, to your question about market share, has 32.4% of Ramp customers are currently paying OpenAI in some ca | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "The number of users using OpenAI seems to be doubling every year. I think they broke 500 million monthly active users. | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "In ChatGPT, I mean, it's going to 5X probably from here. So there's a big difference between best case, a double up, b | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "they're said to be buying Windsurf, the new IDE that everyone's talking about in the AI coding realm, Jason. And that | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "having three CEOs is a power move by Sam. Now they have to report into him", "stance": "bullish", "signal_class": "ass | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "we did have that news item recently that open AI is moving away from trying to get rid of its nonprofit. Instead, it's | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D30QW2F3PF59YSAGWCES0", "signals": [{"quote": "Sam's in charge and he's handing a chunk of his kingdom over to Fiji from Instacart because he's got, you know, a coup | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FHK4FBCHGGRH4CSZ00AT7", "signals": [{"quote": "OpenAI, the new models that we've all been excitedly talking about, 03 and 04 Mini, these cutting-edge reasoning model | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FHK4FBCHGGRH4CSZ00AT7", "signals": [{"quote": "I think we'll start to see some lawsuits of if somebody were to quote OpenAI or to use OpenAI, I don't think it's enou | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FHK4FBCHGGRH4CSZ00AT7", "signals": [{"quote": "According to Transluce, which is a third-party AI testing company, they're claiming that sometimes O3 makes claims tha | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FHK4FBCHGGRH4CSZ00AT7", "signals": [{"quote": "There is also a competition going on right now. And I think there's a lot of pressure on each of these companies to go | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FHK4FBCHGGRH4CSZ00AT7", "signals": [{"quote": "the O3 model, I, I'll be honest, I've been using it hoping to be impressed and it feels to me just like deep research | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06FHK4FBCHGGRH4CSZ00AT7", "signals": [{"quote": "I watched it work and I was like, this is something I've saw like six months ago from deep research. I don't get what | observed | artifact ↗ | 2025-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06H49GKAHV5EAB4BBQP3BYR", "signals": [{"quote": "this is the open ai gpt4o so i i said exactly the same prompt and this is the an open ai gpt4o actually did pretty goo | observed | artifact ↗ | 2025-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JH4X62DASV4NMW3E8JS59", "signals": [{"quote": "You should pay. Spotify pays. So pay us content creators and create a sustainable model. It's ridiculous. So Sam is pl | observed | artifact ↗ | 2025-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JH4X62DASV4NMW3E8JS59", "signals": [{"quote": "The billion-dollar judgment they'll get against them from the New York Times. I think it could be a billion-dollar jud | observed | artifact ↗ | 2025-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JH4X62DASV4NMW3E8JS59", "signals": [{"quote": "Every single content company that hears my voice, Bob Iger from Disney, General Zaslav, General Zod from Warner Brothe | observed | artifact ↗ | 2025-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JH4X62DASV4NMW3E8JS59", "signals": [{"quote": "Sam complained when his content, his IP was stolen. Now he's lobbying founders.", "stance": "bearish", "signal_class": | observed | artifact ↗ | 2025-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MZKHT09X956ZT25SF3BHD", "signals": [{"quote": "you know they also called it deep research it's fascinating that uh i'm shocked that uh in any way uh we would have op | observed | artifact ↗ | 2025-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MZKHT09X956ZT25SF3BHD", "signals": [{"quote": "yeah how much did they pay the original researchers for the report they built on top of their research", "stance": "be | observed | artifact ↗ | 2025-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06N5K9WGGB1QYXD7VQA6PEY", "signals": [{"quote": "because now with reasoning in things like deep research and o1 and some of the new products by gemini and the products | observed | artifact ↗ | 2025-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06N5K9WGGB1QYXD7VQA6PEY", "signals": [{"quote": "i also thought we were hitting uh evaluation for open ai yeah because there seems to be so much headwinds against them | observed | artifact ↗ | 2025-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NNK5P44TYX8MAQDHGY4BT", "signals": [{"quote": "OpenAI is doing equity funding, and they're the lead partner on operational responsibility for the project, and they a | observed | artifact ↗ | 2025-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NNK5P44TYX8MAQDHGY4BT", "signals": [{"quote": "Microsoft will no longer now be the exclusive cloud provider of OpenAI, but they will retain right of first refusal, a | observed | artifact ↗ | 2025-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NNK5P44TYX8MAQDHGY4BT", "signals": [{"quote": "The gist is that there's going to be a new company called Project Stargate that will start with $100 billion to build | observed | artifact ↗ | 2025-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NNK5P44TYX8MAQDHGY4BT", "signals": [{"quote": "if there's any group of people out there who could put together this kind of capital for a project, Sam Allman's famou | observed | artifact ↗ | 2025-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P099EQSGJBKMFE8Z4DRXT", "signals": [{"quote": "Well, ChatGPT, to give you some sort of rubric there, ChatGPT has 300 million weekly actives.", "stance": "neutral", " | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P099EQSGJBKMFE8Z4DRXT", "signals": [{"quote": "back in 2022, when ChatGPT launched, it was obviously, you know, for all intensive purposes disconnected from the inte | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06P099EQSGJBKMFE8Z4DRXT", "signals": [{"quote": "if, if, if chat GPT or open AI and perplexity, if the, if these guys want to win, they're going to need big enterprise | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QWWHBF5RZK62CBZKP9DXQ", "signals": [{"quote": "i think open ai is going to lose their lawsuit i'm saying it right now i'm predicting it here i think it's going to be | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QWWHBF5RZK62CBZKP9DXQ", "signals": [{"quote": "billion dollar okay i think it's going to be a three comma settlement i honestly do or judgment", "stance": "bearish", | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QWWHBF5RZK62CBZKP9DXQ", "signals": [{"quote": "of part of my workflow it is at parity with chat gpt4 in in my experience as a user and i'm finding it", "stance": "ne | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QWWHBF5RZK62CBZKP9DXQ", "signals": [{"quote": "they don't allow you to upgrade individuals in your enterprise plan to it i gotta like it's a mess", "stance": "bearis | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QWWHBF5RZK62CBZKP9DXQ", "signals": [{"quote": "pro the 200 a month which is meant to be your phd level versus your regular um maybe undergraduate level", "stance": " | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QWWHBF5RZK62CBZKP9DXQ", "signals": [{"quote": "none of it looks real the interesting thing is it looks fake", "stance": "bearish", "signal_class": "criticism", "spea | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QWWHBF5RZK62CBZKP9DXQ", "signals": [{"quote": "everybody can use his language models and he is going to be the backstop against sam altman's closed ai which is so pa | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RCQAJV8H9J9NT8MMP2913", "signals": [{"quote": "sorra open ai finally launched they announced it first in february let some beta testers and other people sample it bu | observed | artifact ↗ | 2024-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RCQAJV8H9J9NT8MMP2913", "signals": [{"quote": "open ai the big difference there is uh what i was talking about that what they call multi-modality so the idea that th | observed | artifact ↗ | 2024-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RCQAJV8H9J9NT8MMP2913", "signals": [{"quote": "they're doing a watermark on it so that to me seems like a really smart idea is to add the watermark to the bottom rig | observed | artifact ↗ | 2024-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XGKPV2S125SRY2H12P0TA", "signals": [{"quote": "And then I'm very excited about Oh, one I've been using chat GPT Oh, one version to the point at which it gives me lik | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XGKPV2S125SRY2H12P0TA", "signals": [{"quote": "And, uh, I think this is the game changer. Yeah. That I've been waiting for. So. Yeah. Congratulations to the team ove | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XGKPV2S125SRY2H12P0TA", "signals": [{"quote": "I've been waiting for this too, because it's so obvious that this is not a difficult thing to do. And this is, you kno | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XGKPV2S125SRY2H12P0TA", "signals": [{"quote": "And I was doing this while I was asking the questions and I'm like, your work sucks. ChatGPTs is awesome. Why don't yo | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XGKPV2S125SRY2H12P0TA", "signals": [{"quote": "This entire workspace is dedicated to the UX of chat GPT. You can't do this with Gemini because you shoehorned it into | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YHZQHJ4ZAW4RMT0X50SN3", "signals": [{"quote": "and then you have chat gpt with 300 400 million monthly active users and this incredible app", "stance": "neutral", "s | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YHZQHJ4ZAW4RMT0X50SN3", "signals": [{"quote": "open ai which is at an amazing scale which at gpt with hundreds of millions of of active users which is incredible for | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YHZQHJ4ZAW4RMT0X50SN3", "signals": [{"quote": "i think um chat gbt and open ai have done an exceptional job of becoming sort of if not a household name at least a br | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YHZQHJ4ZAW4RMT0X50SN3", "signals": [{"quote": "but still do they have enough to get over the chasm and it's really a race in my head of like once these are all baked | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YHZQHJ4ZAW4RMT0X50SN3", "signals": [{"quote": "the way i would describe it talking to siri you know this ios 18 ai apple intelligence is like talking to a toddler an | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Z4RJA1YQKAW9HGTMN3RY0", "signals": [{"quote": "actually it's, it's interesting that open AI who has the most resources thrown at this has gone back direct instead of | observed | artifact ↗ | 2024-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Z4RJA1YQKAW9HGTMN3RY0", "signals": [{"quote": "Oh, no, this is just the beginning. And the idea that you can break a problem down is not new, right?", "stance": "bul | observed | artifact ↗ | 2024-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Z8AN40P4S0QF3S2SMQYQJ", "signals": [{"quote": "I know some people like probably Sam Altman and OpenAI or Microsoft might actually want this because it creates $100 m | observed | artifact ↗ | 2024-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Z8AN40P4S0QF3S2SMQYQJ", "signals": [{"quote": "Dropbox did so I think this all gets abstracted away and commodified very quickly and that's the other danger for open | observed | artifact ↗ | 2024-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M070C9CNKC6609NZA1ZQBNVA", "signals": [{"quote": "so here you have a non-profit that took a software asset spun it out into for-profit gave think a hundred percent of t | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "So this is perplexity from them, right? Yeah. And then if OpenAI puts a revenue model on this, like links out in an au | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "Man, it's really good. ChatGP 4.0 is so good.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SP | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "I still think people are not using this, which is bizarre to me, but the people who are using it are bionic and my Lor | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "whatever you do, just get on chat GPT four, oh, every day... Just use it all day long... pay the 20 bucks a month to g | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "I started a new thread with my chat GPT 4.0, where I said, you are my economics tutor... it's been amazing. I've done | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "it's a brave new world and, uh, you can learn anything and you can learn fast and you get your own personalized tutor. | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "It's, um, Google's in trouble. Um, if you know, this gets much better.", "stance": "bullish", "signal_class": "predict | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "Um, yeah, so I'm gonna give this, I'm gonna go back. I'm gonna give it a B plus. I like what you're saying, which is i | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "freaks out, oh my God, it's the end of Google. What I wanna remind people is habit and Google can improve and is impro | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "eBay, it takes a lot. It takes a lot to get people out of a habit, but that's why Craigslist still exists. eBay still | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0712KMT7D3XF4YB539Y7K4A", "signals": [{"quote": "It should be personalized. So like it, it should already know that I have travel coming up to Dubai and I have to go t | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M072V9T4GZEZZTAY0DH4V564", "signals": [{"quote": "But it's really the big cloud providers who've invested most of the money, and they're investing billions and billions | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M072V9T4GZEZZTAY0DH4V564", "signals": [{"quote": "There's OpenAI runs a grant program, South Park Commons, there's AI grants, there's a convictions program. Jack Altman | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078FMCNE9YX8HG4DZ659C32", "signals": [{"quote": "we can't compete with open ai that would be my read open ai plus microsoft plus google gemini or maybe the google appl | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M079E47MR5YAGGSG16898PRY", "signals": [{"quote": "I think right now we started out with, you know, I think majority of our deployments right now are using GPT four.", " | observed | artifact ↗ | 2024-03-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07K7X3NTR7CKKAW56NWVJKG", "signals": [{"quote": "um also it it's like uh commonly people who are trying to claim for use like they sort of know in advance and that's c | observed | artifact ↗ | 2024-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07K7X3NTR7CKKAW56NWVJKG", "signals": [{"quote": "so you can see you know with open ai they could have a system where they figure out um kind of the provenance of diffe | observed | artifact ↗ | 2024-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07K7X3NTR7CKKAW56NWVJKG", "signals": [{"quote": "open has been savvy about this and they announced in the summertime that they'll respect robots txt go forward and so | observed | artifact ↗ | 2024-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07NBDYJ9CG0RRTSVWKB8ATE", "signals": [{"quote": "chat gpt if you use that app yeah it is so polished that it's delightful to use i've been using dolly now to write my | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07NZVPK2R856NZ135FTGJTJ", "signals": [{"quote": "OpenAI was on a trajectory to be one of the next great companies of Silicon Valley. I mean, it was, I guess they were | observed | artifact ↗ | 2023-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07PNKM1085KH3FC2516S0D5", "signals": [{"quote": "microsoft gets 75 percent of open ai profits until it makes back its 10 billion dollar investment", "stance": "neutral | observed | artifact ↗ | 2023-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QG2Q6JK5387Z6FZ1G0GYZ", "signals": [{"quote": "apple and android and you know people who have app stores need to look at this so this is a message to tim cook this i | observed | artifact ↗ | 2023-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QG2Q6JK5387Z6FZ1G0GYZ", "signals": [{"quote": "cost them a ton of money to do dolly so they probably make it slow and put it on like a slower framework so yeah you k | observed | artifact ↗ | 2023-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QG2Q6JK5387Z6FZ1G0GYZ", "signals": [{"quote": "imagine like you know so much of our interaction is on text and um you know you if someone asks you like oh jason tell | observed | artifact ↗ | 2023-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QG2Q6JK5387Z6FZ1G0GYZ", "signals": [{"quote": "it changes everything this is changes everything really shifting yeah yeah it's totally paradigm", "stance": "bullish" | observed | artifact ↗ | 2023-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QG2Q6JK5387Z6FZ1G0GYZ", "signals": [{"quote": "start thinking about these as agents that go out into the world like baby gbt we talked about when we started doing th | observed | artifact ↗ | 2023-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RCXNP6SAM56XR0C9YAJAH", "signals": [{"quote": "open ai came out swinging they have launched a bunch of cost reductions to their existing models um capabilities to fi | observed | artifact ↗ | 2023-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RCXNP6SAM56XR0C9YAJAH", "signals": [{"quote": "the plugins were terrible they were broken and now it seems this new apps framework that uh sam altman demo today was | observed | artifact ↗ | 2023-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RCXNP6SAM56XR0C9YAJAH", "signals": [{"quote": "the gpt4 new developer model in the playground was only um grokking if i'll use that word the first like you know 15 m | observed | artifact ↗ | 2023-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RCXNP6SAM56XR0C9YAJAH", "signals": [{"quote": "wasn't there yet so i'm still giving claude the edge in this specific", "stance": "bearish", "signal_class": "criticis | observed | artifact ↗ | 2023-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RCXNP6SAM56XR0C9YAJAH", "signals": [{"quote": "they're going to have all of their apps or gpts in their store it's going to be part of their flow", "stance": "neutra | observed | artifact ↗ | 2023-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RCXNP6SAM56XR0C9YAJAH", "signals": [{"quote": "you're going to be beholden to the monetization model that openai has just like you are beholden to patreon here", "st | observed | artifact ↗ | 2023-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07WQS8P75C47DPXFVJZC2BA", "signals": [{"quote": "chat GPT, uh, you know, V did a better job in terms of, uh, describing what it was and then the instructions. But, you | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07WQS8P75C47DPXFVJZC2BA", "signals": [{"quote": "is that a good bet or are these open source projects going to create downward pressure and the downward pressure would | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07WQS8P75C47DPXFVJZC2BA", "signals": [{"quote": "if you're open AI, if you're anthropic and you want to lock all this down, if you're a Reed Hoffman or Mustafa, uh, or | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07WQS8P75C47DPXFVJZC2BA", "signals": [{"quote": "the folks that are, there's a less set of people that are going after really, really large models models like open AI | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07WQS8P75C47DPXFVJZC2BA", "signals": [{"quote": "Um, running chat GPT is very expensive for the company. Each query costs roughly four cents, according to an, an analy | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XR34Y6STVSSK5G7TCQDSF", "signals": [{"quote": "because chat gpt only knows what i tell it and what i've interacted with whereas windows desktop knows everything i do | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "OpenAI is an advanced talk with Johnny Ive of Apple fame and Masayoshi-san from SoftBank to raise a billion dollars to | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "OpenAI is discussing a secondary share sale that would value the company at 80 or $90 billion, according to the Wall S | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "OpenAI is 49% owned by Microsoft.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_00", " | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "Sam says he hasn't owned any shares personally, but he controls the nonprofit.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "if you were to go to, um, let's say barred or chat GPT and say, I'm going to Costa Brava, it would say, while you're t | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "when we started and like the multiple times that we've tested GPT four is the strongest model for our use case. Um, no | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "Um, that we're really interested in, but in our first tests, um, GPT was by far the best.", "stance": "bullish", "sign | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y36P9SD56FNJJBKZA6ME8", "signals": [{"quote": "I met with all these business to business, uh, companies, and I, uh, by a show of hands in this room full of 500 peopl | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A5987A0PBH01M65CFFHJF8", "signals": [{"quote": "You know, I guess there's a couple of different ways to look at this. They probably did a study of the space and they | observed | artifact ↗ | 2025-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A5987A0PBH01M65CFFHJF8", "signals": [{"quote": "If you take open AI's money in the form of their stock, it's illiquid.", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2025-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABQ6Z2KXSC7ZEWSHYNSHXG", "signals": [{"quote": "I just want to say to the team over at OpenAI and ChatGPT4, incredible job on giving citations here, which we're sitti | observed | artifact ↗ | 2024-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABQ6Z2KXSC7ZEWSHYNSHXG", "signals": [{"quote": "100% of my attention and money is going to Claude and to OpenAI. I'm paying 20 bucks each for these services, maybe 30 | observed | artifact ↗ | 2024-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABSPYDYYGZM4RGY799569S", "signals": [{"quote": "the implicit nod of confidence that apple and tim cook has bestowed on sam altman through the apple open ai deal which | observed | artifact ↗ | 2024-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABSPYDYYGZM4RGY799569S", "signals": [{"quote": "we have to remember open ai was founded in 2015 first use case launched in 2022 um obviously there were some non-for-p | observed | artifact ↗ | 2024-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABSPYDYYGZM4RGY799569S", "signals": [{"quote": "on the apple side the open ai partnership was interesting but i think as we all know they're going to look at addition | observed | artifact ↗ | 2024-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADGD82G5VZQXM1BWRP9G9A", "signals": [{"quote": "Clearly, Apple is feeling the pressure, just like Google did, of open AI, and Microsoft releasing tons of features.", | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADGD82G5VZQXM1BWRP9G9A", "signals": [{"quote": "And so the idea that, you know, you would give your information to Microsoft, Google, Facebook, or open AI, most peopl | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADGD82G5VZQXM1BWRP9G9A", "signals": [{"quote": "allowing Siri to do these deep dives into the apps and then leveraging open AI's knowledge base, you know, which could | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADGD82G5VZQXM1BWRP9G9A", "signals": [{"quote": "And I think you already have this in open AI, right? Open AI has history and memory. Now, you don't have to explicitly | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADGD82G5VZQXM1BWRP9G9A", "signals": [{"quote": "Who do you think wins more here? OpenAI for the integration. Okay. Or Apple who can hot swap out OpenAI at any point i | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADGD82G5VZQXM1BWRP9G9A", "signals": [{"quote": "the first real experiences people have with generative AI will come from Apple, not chat GPT.", "stance": "bearish", " | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AE6X2PWKKNAEN0N5SN597B", "signals": [{"quote": "It'll be those three guys. It'll be open AI. It'll be one or two others, right? And I think at that level, it's going | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AE6X2PWKKNAEN0N5SN597B", "signals": [{"quote": "What OpenAI, in a way, did is it changed the consumer expectation of how the end user is going to interact with AI.", | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AE6X2PWKKNAEN0N5SN597B", "signals": [{"quote": "I think that OpenAI did two things, first of all. It set a new expectation for interacting with AI and how you do that | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AE6X2PWKKNAEN0N5SN597B", "signals": [{"quote": "So one of the things that's really happened here that's just been an astonishing lift is there's now this corporate im | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AE6X2PWKKNAEN0N5SN597B", "signals": [{"quote": "You and I are such big beneficiaries of this right now. Anyone who was fortunate enough to have have a company, capita | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF0QYSCCW2ZFRQSMVSH08W", "signals": [{"quote": "because you have open source open ai and just major players building these models the models are going to be coming do | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFV9V80EYY0C316M93ZYDF", "signals": [{"quote": "there have been a couple of exits from open ai including on their post super alignment team people thinking about priv | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFV9V80EYY0C316M93ZYDF", "signals": [{"quote": "this is common and it tends to be reciprocal so it's not as one-sided or as bad as it sounds", "stance": "neutral", "s | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFV9V80EYY0C316M93ZYDF", "signals": [{"quote": "you can be a scamp you can be a rogue you can skirt the rules when you are small not famous and not rich as hell as op | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFV9V80EYY0C316M93ZYDF", "signals": [{"quote": "he got a little high on his own supply here i mean it why why do this is what i would be thinking if she doesn't want | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGENH3N9GZR454WQF1MJW8", "signals": [{"quote": "i think the ability for it to understand and adjust itself which we hadn't seen before is is a really big new feature" | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGENH3N9GZR454WQF1MJW8", "signals": [{"quote": "so i think again this is really important because they've done two things they've made it such that it can look at you | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGENH3N9GZR454WQF1MJW8", "signals": [{"quote": "so imagine this now available for free for anyone on the planet to use pretty awesome", "stance": "bullish", "signal_c | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGENH3N9GZR454WQF1MJW8", "signals": [{"quote": "adaptive learning has been something they've wanted to create on computers for a long time and it's just been too hard | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGENH3N9GZR454WQF1MJW8", "signals": [{"quote": "it's not a person you don't have to worry about their time and their tutoring you know cost is just the smartest most | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGENH3N9GZR454WQF1MJW8", "signals": [{"quote": "anybody who needs a researcher can use notebook lm gemini chat gpt the researcher mode so that means we all get to do | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGXD2H6N72HGSH7VS3RGA2", "signals": [{"quote": "i think what we're realizing is um a lot of these llms are going to be commoditized right and they're going to do an e | observed | artifact ↗ | 2024-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGXD2H6N72HGSH7VS3RGA2", "signals": [{"quote": "look i mean i think that sequoia is in the business of making money for its lps and i think you know sort of cut and d | observed | artifact ↗ | 2024-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH9XXGPD38T2Q0DAWN55R6", "signals": [{"quote": "chat gpt just made available to all its users is memory", "stance": "neutral", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH9XXGPD38T2Q0DAWN55R6", "signals": [{"quote": "there's this concern that i want to give my information to open ai or microsoft or some other third party that's no bu | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHT3Y5G3FFQMS7A3DQ24SW", "signals": [{"quote": "Their mini Coke is better than the two liter bottle that OpenAI is.", "stance": "bearish", "signal_class": "assessment | observed | artifact ↗ | 2024-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AK1KEKXMAASKSF532MSYH6", "signals": [{"quote": "And so OpenAI, it's come out, has stolen tons of content. They built scrapers to do this. And their concept that it's | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AK1KEKXMAASKSF532MSYH6", "signals": [{"quote": "I hope that New York Times gets an injunction against open AI and they have to pull their product from the market.", " | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AK1KEKXMAASKSF532MSYH6", "signals": [{"quote": "I guarantee you it's not legal. Okay. And I guarantee it will be found to not be legal to use other people's content t | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AK1KEKXMAASKSF532MSYH6", "signals": [{"quote": "That company has perceived value in the market to the point at which the most sophisticated investors in the world are | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AK1KEKXMAASKSF532MSYH6", "signals": [{"quote": "I do believe the technology is valid and, but if they could build this technology without the content, they would have | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AK1KEKXMAASKSF532MSYH6", "signals": [{"quote": "taking everything ever created and putting it into an LLM, which is what Sam Wallman and opening eye is doing. This is | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AM1BH25KV00EKNGKV7HEDE", "signals": [{"quote": "gpt4 has 1.8 trillion parameters", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Ramin Hasani", | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AM1BH25KV00EKNGKV7HEDE", "signals": [{"quote": "the beauty of the transformer architecture and what open ai and everybody else is after is the fact that these systems | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AM1BH25KV00EKNGKV7HEDE", "signals": [{"quote": "there are two companies in the world that i think the absolute focus of the companies are building agi is open ai as a | observed | artifact ↗ | 2024-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATDZM6G62FBXPBP0228NNB", "signals": [{"quote": "And what's wild to me is that probably on the margin, Anthropic is losing share to OpenAI,", "stance": "neutral", "sig | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATDZM6G62FBXPBP0228NNB", "signals": [{"quote": "We hear that OpenAI now, they've basically pivoted into coding. They're doing a better job with that now with GPT 5.6. | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ATDZM6G62FBXPBP0228NNB", "signals": [{"quote": "But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium. An | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AVV8VW17Y8DPGP5C0E21YZ", "signals": [{"quote": "the vast majority of the off-take commitments are coming from anthropic open ai and nvidia", "stance": "neutral", "sig | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SV1SY94JKYTG8AMJB7EH5J", "signals": [{"quote": "I said two years ago, there's a chance that open source is going to win the AI race.", "stance": "bearish", "confidenc | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SVX8D2NT6EB4VMDZMMSSTC", "signals": [{"quote": "Clot obfuscates it. Okay. So do the open AI models.", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_cl | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SVX8D2NT6EB4VMDZMMSSTC", "signals": [{"quote": "Sam just came out with a post, I believe yesterday, saying that actually, they're going to slow down the release of so | observed | artifact ↗ | 2026-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SW8VN5NHZX2FHR4JC8V9Y9", "signals": [{"quote": "all the other AI companies that are using large language models there, we could take open AI, for example, they have a | observed | artifact ↗ | 2026-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16RCJ785CNJ1Z9ZWKK113R6", "signals": [{"quote": "If you want to know how OpenAI is hitting whatever it is, $30, $40 billion, customers like Uber.", "stance": "bullish" | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16RCJ785CNJ1Z9ZWKK113R6", "signals": [{"quote": "That's OpenAI's agent that hacked Hugging Face.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16RCJ785CNJ1Z9ZWKK113R6", "signals": [{"quote": "Sam is leaning into this. OpenAI has egg on their face", "stance": "bearish", "confidence": 1, "signal_class": "critic | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16RCJ785CNJ1Z9ZWKK113R6", "signals": [{"quote": "or they have liability potentially from having hacked Hugging Face's site.", "stance": "bearish", "confidence": 1, "si | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1H0NS2A1ZJ9AG55AM5JN5F2", "signals": [{"quote": "The people at OpenAI are doing this in a very performative way.", "stance": "bearish", "confidence": 1, "signal_class" | observed | artifact ↗ | 2026-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "I think AGI has basically been here since the beginning of the year. There are models that are incredibly performant i | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "OpenAI seems to get its groove back now. After Anthropic was running away with it.", "stance": "bullish", "confidence" | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "Sam told us a few months ago ... that he was expecting the company to have its best 12 months? He said the last year h | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "the market structure that we have right now is there's two markets. There's the market for frontier intelligence, and | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "People are really counting them out. Now, it looks like they're viable again. Anything that creates competition, I thi | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "The ratings here from Polymarket, which company has the best AI model by the end of 2026, OpenAI's chances just spiked | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "And then you've got open AI coming on the heels of that.", "stance": "neutral", "confidence": 0.8, "signal_class": "pr | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "open AI got so much earned media before their IPO. And Dwarkesh just absolutely put kerosene on that fire. And it made | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "The interesting thing that's going to happen post the Anthropic and OpenAI IPOs is if you think about the amount of ch | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1RR4T5NW4RKYD155NSXWHBG", "signals": [{"quote": "I believe right now, starting today, Nvidia is the number one competitor for OpenAI and Anthropic, not just for tokens | observed | artifact ↗ | 2026-09-04 | promoted | 0.50 |
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