OpenAI

…And joining me is Ryan Lapopolo, who is a member of technical staff at OpenAI.…

…You've got OpenAI with chatgpt, you've got Anthropic with Claude, you've got Google with Gemini, who the hell knows what Apple's gonna do.…

…Those companies have to train, they have to spend money on GPUs, they have to spend money with cloud providers and to go to the scale of an anthropic or OpenAI, that's the kind of money you need.…

…Is it about Mythos Preview, the new model from Anthropic they judge too dangerous on cybersecurity grounds to release? Or is it about AI tools as a whole? After all, OpenAI came out with their own announcement about their quite different approach to their new model security.…

…Keith: since I first started hiring at OpenAI, I open every hiring manager screen this way: "I'm gonna provide you some context on the role, and then I want you to ask me questions." And it is the questions they ask that ultimately steer the rest of the…

…And then probably around November, remember I had a kind of like an awakening myself where after the release of Opus 4.5 Biontropic and then OpenAI releasing their own version of the similarly capable model, if I remember that order correctly.…

…So we've actually moved a lot of stuff from Anthropic to OpenAI recently.…

…You know, OpenAI and anthropic and those, but also you can run it with, local models.…

…and some of the most recent, announcements from folks like Anthropic and OpenAI are about, you know, giving these, LLMs, the ability to, uh, I think what Anthropic calls it like computer use, it's this idea that you can start to try and like operate some of your software for you.…

…peaker B: So I guess the pitch to potential users is, uh, hey, we're not OpenAI, but we're 95% as good as OpenAI, but at under 10% the cost.…

…And then also I went to OpenAI, and I was like, hey, can I be an unpaid Internet?…

…So we realised we couldn't use all this amazing technology that OpenAI, Gemini and ElevenLabs built.…

…So that's why OpenAI has their compliance API.…

…Could there be a bit of a deja vu with SpaceX getting away and now people wondering, can all of these companies follow OpenAI have now said they're probably not going to try and get theirs away.…

…There are two, two, two things interesting, um- Sun is like OpenAI and Anthropic today [00:03:45] Paul: Exactly [00:03:46] Roman: Everything what they did was unbelievable.…

…We're built on top of OpenAI .…

…So right now the entire AI industry is an arms race, especially for larger centralized models like OpenAI, Google's Meta.…

…And of course at the end of 2015 he did set up a competitor OpenAI.…

…Claude but kind of uh at capability level they are kind of uh matching with the capability of Claude so I chose this particular Moonshot but you can provide any provider which is compatible with OpenAI kind of API standards.…

…Now, I think this year what we're seeing with ChatGPT and OpenAI, with their image creation tools, Dolly, et cetera, actually, it looks like AI is pretty good at creatively coming up with ideas with very little input.…

…And when I say infrastructure companies, I mean, you know, an OpenAI or an Anthropic or some of the other ones, in particular the backend components, energy chips, hosting.…

…We've had SpaceX, then Anthropic seems to be going next, and then OpenAI Mhmm.…

…Because at the end of the day, OpenAI, Anthropic, Nostral are training very sort of uniform horizontal generalized based models that aren't gonna be very good at specific tasks.…

…Another thing, though, is very interesting is that the stakes in these still private AI companies anthropic OpenAI, but also other companies you haven't heard of.…

…And it really took everybody away, and people almost started to forget that the real 800-pound gorilla is OpenAI with ChatGPT.…

…So ⁓ and because enterprise advertise of you have these contracts with like Azure, OpenAI or Google, Gemini enterprise contracts.…

…But Codex [⚠️ verify spelling against audio] in the OpenAI system can also do a lot of what Claude Code does.…

…Again you are stuck in OpenAI subscription because you can't afford more than one subscription.…

…peaker C: It's actually our fault for using the models OpenAI and Claude so much such that the consumer skyrocketed dram price.…

…That is, that is fundable just from the perspective of that's a feature release from Anthropic or OpenAI before suddenly you have to do a massive pivot.…

…So what does that mean for Anthropic and OpenAI?…

…In 2015, Greg Brockman, Elon Musk and Sam Altman started a nonprofit called OpenAI.…

…For people that are listening to kind of slightly in the weeds questions, one, which AI did you decide to use? We used OpenAI.…

…So, OpenAI announced that they are shutting down the Sora app.…

…And additionally the Airflow community has published provider packages for Lang Chain, OpenAI and Hugging faces which making it straightforward to trigger model inference or embedding uh generation directly from the Airflow operators rather than uh going to the third parties.…

…Anthropic is overtaking OpenAI and revenues in, uh, a very short time frame.…

…So you know, a lot of the big players, Anthropic OpenAI are sort of copying Palantir's playbook, which is forward deployed, um, engineers which are, you know, knee deep into various industries and learning the problems from the inside out, uh, that AI can help with and then…

…OpenAI proposes handing Trump administration a 5% stake.…

…If your startup is built on top of OpenAI, Andro or Google DeepMind, the underlying intelligence layer is controlled by somebody else.…

…There are more players that are actually, you know, competing with OpenAI.…

…Um, I think these three companies alone, SpaceX, OpenAI and Anthropic themselves can change the DPI story that is constantly the issue, um, or the challenge that LPs talk about when discussing venture.…

…we might actually owe the Trump admin, uh, an apology because we have suggested that they were singling out anthropic, uh, but it looks like they're also imposing similarly bizarre bans on OpenAI's models as well.…

…You know one of the reasons Anthropic is throttling token activities is they just haven't been able to buy the GPU density that OpenAI has has been able to have but they're they're more profitable or they make more revenue out of their tokens um than OpenAI.…

…Andy, was on the precipice of figuring out, am I gonna go chat GPT or am gonna go Microsoft Copilot because I'm a Microsoft shop? And you are also the tilting point in going all in with ChatGPT and OpenAI.…

…Probably the most mind blowing paper that I Remember then, then GPT3 came out it the API and we were the first customer of OpenAI, which was pretty incredible.…

…But looks like OpenAI and Anthropic have also filed and are going to try and go out this year.…

…And yeah, sure, Anthropic can do it, you got to figure OpenAI and Gemini and stuff are close behind the Chinese tool.…

…Well, interesting, what I read and OpenAI's just defense of those cases were that they had breached the terms and conditions.…

…Right? Because we're all, we're all engrossed with using their platforms, whether it's Anthropic or OpenAI or X or what have you.…

…It's pulling all that data together and then using OpenAI, helping us to find meaning with all of that.…

…peaker D: So today we're joined by OpenAI's John Dewashage and Arthur Fernandez, uh forward deployed engineers to Thrive Capital who helped build the joint Venture Tax AI with Codex.…

…The company has been around for 18 months and already has an M and a function which if you think about OpenAI entropic, they probably had an M and a function like three or four years after the company was created.…

…OpenAI is kind of Pandora's box to taking that same approach that we've gotten by with for the past 25 years and just putting it on steroids.…

…And so, whether it's, you know, obviously MA is one aspect, but even now, as we think about partnering with these, you know, wildly ambitious AI companies, whether it's OpenAI or anthropic or cursor, we're always searching for ground truth.…

…to you offline right before we started recording this that one of the things I have to tell everybody around me, including myself, is stop what you're doing and can I be doing this on Cloud or OpenAI or whatever AI that we have running inside of this company or in my life.…

…Well, the good news is there are so many companies now utilizing the different large language models, whether it's OpenAI or Gemini, et cetera, that they're There are smaller companies, bigger companies that have grown already within healthcare and non-healthcare, but they're actually creating tools for companies, for individuals with…

…peaker C: I think people look at my career and they see all the successes, right? They see style components, they see Spectrum, they see stellate, they see, that's what I see OpenAI.…

…Claude, kind of tentatively do we gather OpenAI will do now that they've hired uh, you know, some ironclad vets, uh, and move into Legal, Uh, Perplexity is now there.…

…Lucas: So, OpenAI quietly acquired a presentation startup called NextSlide this week, and I think it tells us a lot about where AI companies think the real money is going to be made.…

…So we've got every anthropic tool, all the OpenAI tools.…

…peaker B: And so, you know, you've um, you no longer use OpenAI under NEET and you've deployed your own fine tuned models running on Groq.…

…Um, and there are, I think there are a lot of big companies that have big revenues and big customer bases that are in real trouble based on how OpenAI and Anthropic are executing and performing.…

…SpaceX, Anthropic and OpenAI are in the news again.…

…And now the copying has become a full-blown trend because, if I remember correctly, OpenAI and Anthropic both stood up their own forward-deployed engineering ventures recently, which makes Amazon the third major AI player to jump into this embedded engineer game in short order.…

…We would love, if we would like, we would love a connection to OpenAI.…

…OpenAI is doing the same thing.…

…Michael Finocchiaro: And in both cases, are you guys leveraging one of the off the shelf, the OpenAI, Anthropic, whatever, or are you guys using some of the open source models like Quinn or Nematron or some mix of the two?…

…And one great example of this was in the last month, OpenAI, who, who of course are the, the creators of ChatGPT, had an AI application, a program called O1.…

…You know, I've, my teams, we've been working with OpenAI, we've been working with um, Gemini, we've been working with all kinds of.…

…OpenAI is studying every one of those Y Combinator companies who are naive enough to take that deal.…

…But we don't have yet OpenAI and Anthropic sort of owning the beach yet.…

…OpenAI could change their pricing, change their terms, or just build your feature.…

…If you look at the token pricing from the major model providers - OpenAI, Anthropic, Google - the per million token price for their smallest models has dropped from around 20 cents at the start of 2025 to under a dime today.…

…In late 2025, all the hype was around the model companies themselves - Anthropic, OpenAI, Mistral.…

…OpenAI tied itself to Dell Hardware to get inside the Enterprise Data Center.…

…The OpenAI is the end tropics, the rules of the world.…

…So AI capability enhanced on OpenAI world on Microsoft world.…

…Learn more@accenture.com Spotify after years of pushing full speed ahead on AI OpenAI, CEO Sam Altman is now saying, maybe we should pump the brakes.…

…How do you pick a consultant on an AI project without, you know, making a mistake? But before we get that, we got to talk about anthropic and OpenAI building these consulting firms, you know, with billions of dollars of valuations, hundreds of millions of dollars investing, and these kind of like, hey, we're going to go.…

…Is OpenAI, SpaceX, Anduril, Anthropic.…

…This model, called forward-deployed engineering, was pioneered by Palantir and used by OpenAI and Anthropic to accelerate time to value of AI capabilities.…

…life cycle space, there might be listening to like a Lenny's podcast or to one of these other, um, you know, product management podcasts that have gone almost all in on talking to anthropic and OpenAI, you know, folks or cursor, folks, et cetera.…

…OpenAI released Chat two BT five, uh, and actually that was adopted into co-pilots or something.…

…And that's why you also see that OpenAI, I mean, they are by far the market leader, but they are burning so much money because it's also very expensive, right?…

…OpenAI went live with us in eight weeks.…

…That's a share of capital that went to just three companies, OpenAI, Anthropic and Waymo.…

…When I say companies, I'm talking about the big ones like you know, Google or Anthropic or OpenAI.…

…So OpenAI internal data is now showing that by June 2026, Codex, so their internal agentic tool, accounts for 99.8% of weekly output tokens at OpenAI.…

…We used, um, OpenAI before ChatGPT was around and Dolly before ChatGPT was around and we played with it.…

…They're following what OpenAI and Anthropic both have, you know, made partnerships with different organizations.…

…One of my clients recently obtained BAA, that's a business association agreement from OpenAI.…

…So the controversy at the moment that OpenAI is facing is related to government contracts with the Pentagon, specifically related to a red line today's episode we've got an interview coming up with Mike Mollinet who is based in Silicon Valley and is a business…

…Now, more recently with models like anthropics, Claude Opus 4.5 on, and OpenAI's GPT 5.2, the line took a sharp upward turn.…

…Free tokenized shares of OpenAI and SpaceX for early adopters.…

…Is the purpose to achieve legitimate business goals or to exaggerate progress? Adding to worries, critics say some of the deals that OpenAI has made with chip makers, cloud computing companies and others are oddly circular.…

…And so right now I'm thinking about OpenAI.…

…There's the companies that haven't gone public yet, like Anthropic and OpenAI.…

…And so when you're relying with an out of the box tool that's relying on an open, like an OpenAI model, right?…

…I think it's from a guy named James Beckter at OpenAI.…

…And you've got a particularly interesting relationship with OpenAI.…

…But if you look at what OpenAI like as recently as what they did over the last week or two in Anthropic, where they're now partnering with banks and private equity firms to push engineers to the edge.…

…What do you recommend? Now, what happens? It's not happening yet exactly, it's started starting down, but what will happen is OpenAI or one of these agents, one of these uh interfaces will fire off hundreds of agents to hundreds of retail stores in a blink of an eye and interrogate all of them and then assimilate all the results and then come to me…

…So keep it within the zone of competence and let all those wonderful companies like OpenAI, like Anthropic, like DeepSeq, continue to expand the scope of where all these reasoning, thinking models are really, really good at.…

…OpenAI make it quite easy to build on their, on their framework.…

…Like Anthropic is in a race with OpenAI and Google and you know, these other companies making these big models.…

…Who knows when you're listening to this, but it's like, right neck and neck with what OpenAI and ChatGPT is doing right now.…

…So I think nowadays like OpenAI and Claude and all of these general purpose LLMs, right?…

…peaker D: Are you, are you using anthropic or OpenAI to power?…

…Uh, what's interesting to me is that OpenAI has been like, fairly friendly with the administration right now.…

…And having OpenAI and anthropic speaking on stage is just.…

…Uh, recently, um, so when we announced McP server at DAC, one of the big things was we announced it, uh, at a talk that OpenAI gave with us, and they were talking about how they use portion of our MCP server to automate a certain workflow that they had going through Slack and integrated with linear and a bunch of other things there.…

…The models continue to one up each other And I think 12 months ago it was, it was pretty clear OpenAI was, was the leader, everyone is using them.…

…In the near term, um, uh, it'll be an open cloud type agent embedded or provided by the core, um, uh, by the core marketplaces, um, sorry, the core AI LLMs like Claude or OpenAI that will offer an open cloud equivalent without any of the security concerns and risks that you're, that you're seeing today.…

…Or, or, or, or whatever it turns out to be, you know? The, the creator has now been hired at OpenAI.…

…So everybody's using Claude or OpenAI, whoever it is, right, to do some sort of summarization or analysis on a data set.…

…So, um, I don't think you need to feel like you're ready to run OpenAI tomorrow.…

…So maybe is OpenAI the best way to do it, or do you want to closed AI that means you can have the security you need.…

…Um, the AI industry is kind of defined by these circular deals as best evidenced by Nvidia investing in OpenAI which then buys chips from Nvidia.…

…They're partnering with OpenAI Perplexity, a lot of those big tech companies to mainly have that their tech is integrated onto the systems.…

…And I feel like also OpenAI, for example, is not as in the good light as it was two years ago anymore.…

…Canva is not a passenger waiting for LLMs like OpenAI, ChatGPT, Claude, etc.…

…Matter of fact, I was looking at OpenAI for Example, valuation on open AI, uh, is $300 billion.…

…On our last podcast, we were talking about the release of GPT3 and how OpenAI was kind of hyping themselves up and they were still a nonprofit back in the day.…

…We partner of course with OpenAI and Anthropic.…

…It will help customers choose the best mix of models, whether they come from Microsoft, OpenAI, Anthropic, Google, or the open source community.…

…[SPEAKER_00]: Alright, this past week, Accenture made a massive announcement, a deep partnership with OpenAI rolling out chatGPT Enterprise to tens of thousands of its consultants and technical staff.…

…You're much more, uh, focused obviously on AI for anthropic and OpenAI.…

…It's not just about figuring out where we can use ChatGPT or OpenAI's models or, uh, anthropics models or who have you.…

…I think that the Anthropics, OpenAI's of the world are very much platforms in a lot of ways, right?…

…So there are two parts to that, right? The first one is, what information are we providing AI engines like OpenAI or Anthropic or Proplexity?…

…And we may as well talk about that now because we now have seen Sam Altman, the CEO of OpenAI, go public this week and say that he was wrong about the impact on jobs that was that he predicted.…

…So as many of your listeners may be aware, there's currently a court case in New, uh, York where OpenAI and Claude or Anthropic and another, another couple of companies as well.…

…OpenAI Altman just published a white paper called the Industrial which is different than owning shares into a company, ⁓ becomes possible for you to build up assets and to build up certain wealth and even a passive income and…

…Just over a week ago OpenAI released ChatGPT 5.5 and the latest iteration of their image generator.…

…But the first thing that happens to them is, um, OpenAI looks at something, or anthropic looks at something and said, hey, that's pretty neat, let's build it into our model ourselves.…

…What would you say, Jerry? Jerry: Well As you mentioned, it's going a little bit too fast in my opinion and in the opinion of all the big leaders, the CEOs of all the tech companies from OpenAI to Anthropic Google, Gemini or DeepMind, ⁓ Dario from Anthropic and Demis Asabi from Google DeepMind.…

…Because I know that OpenAI likes to think that it has something that is, you know, sort of mythos class, uh, you know, in the works as well.…

…terms of how to define it, I think the term first got 125 00:07:12,240 - > 00:07:15,600 used by a guy called Andre Karpathy, who's one of the 126 00:07:15,600 - > 00:07:17,519 founding engineers at OpenAI.…

…I cannot remember the title for you, but the the money, in my opinion, is not going to be OpenAI or Claw, but it's gonna be the person that can actually take the average person and tie it all together so you can use it.…

…then also we have ⁓ a combination of Gemini and OpenAI plugin that reviews everybody's responses and also generates custom analysis based on what they put in as well.…

…We are skipping the fluff and diving straight into the Latest developments from OpenAI's custom silicon and a, uh, half billion dollar swing at curing the common cold to some quick hits and a deeply moving community workflow you won't want to miss.…

…And it was actually some smaller players that were making big splashes this week, potentially signaling more competition at the top for the big four of Anthropic, OpenAI, Google, and Microsoft.…

…And I think it's really interesting that whilst we've seen those huge investments happen from a lot of big tech, just this week OpenAI paused its UK data centre projects, which which has kind of put another dint in the sovereign dream of the the UK around regulatory AI.…

…So we're incredibly excited to have announced our partnership with OpenAI this morning, which is transformational as we are working with OpenAI to expand the AgentA Commerce Protocol ACP to first and foremost include wallets, starting with the PayPal wallet.…

…Today, Elon Musk's XAI puts a new model into private beta, while OpenAI previews its next system and confirms a massive funding round.…

…And I think even, uh, Elon Musk admitted in his recent hearing with OpenAI that Grok and Xai had done some distillation, like distillation.…

…Now, when I did my research and I looked across all the different models from OpenAI to Claude to Grok, did you know that on average.…

…OpenAI has just unveiled Jalapeno.…

…But I'll uh, say the thing that really pisses me off more than anything with this is fucking OpenAI.…

…Like I've compared it side by side versus manuscript versus agent mobile with OpenAI and Genspark does an amazing job.…

…And if you're a technology leader, or even just someone trying to make sense of where AI is heading next, what just happened between OpenAI and Amazon could fundamentally reshape your strategy.…

…⁓ OpenAI hit a very interesting milestone.…

…But what about the risk that the big model providers - OpenAI, Google - just build vertical fine-tunes and crush these startups?…

…peaker A: So connecting right back to that supercar metaphor, the model currently sitting on that closed track is OpenAI's GPT 5.6.…

…Palantir, why Palantir? And why not one of the, one of the major frontier models? Uh, uh, I mean if since they kind of made a big deal, I was saying we're not going to kind of co develop with, with OpenAI or anthropic, um, what advantage do they get out of doing this with Palantir?…

…We'll be, uh, discussing the whole trial that uh, recently concluded and I think probably a very unsatisfying ending for most folks between, uh, Elon OpenAI and some other folks there.…

…The home listing giant this quarter launched the first real estate app within OpenAI's ChatGPT platform, letting users conduct conversational home searches and view listings via AI.…

…And this was just released on November 12, uh, by OpenAI.…

…OpenAI and Anthropic were out and about at Cannes this year.…

…Taco Bell's ahead of OpenAI on the most innovative companies list.…

…to your entire digital footprint, 89 00:04:26,000 - > 00:04:30,480 but increasingly to AI and AI apps, tell us about your 90 00:04:30,480 - > 00:04:32,879 announcement, your partnership with OpenAI.…

…Um, and chat, uh, should be OpenAI.…

…What tools can you use to do that? First of all, they're the core language models themselves, so ChatGPT from OpenAI, Bard from Google, Claude from Philanthropic are probably the biggest names you can think of.…

…As you probably know, the CFO of OpenAI.…

…So anthropic is taking over ChatGPT because people that, that pay attention, um, saw that Anthropic basically wouldn't allow the Pentagon to use their AI in war to kill people, which completely fine OpenAI.…

…OpenAI, Google, Anthropic, and so on.…

…peaker B: Yeah, you know, I, uh, had the lucky experience of working with OpenAI about three years ago, before ChatGPT was really open to the public.…

…It's going to be similar to actually Google's new Gemini Ultra and OpenAI, you know, last year started training GPT 5 and Altman said that it's going to be, obviously.…

…I have no way of controlling what it cost to, you know, for OpenAI to, you know, deliver their service.…

…But if you look at where guys like Sam Altman now, they're much better at this than I am, right? There's the OpenAI guy.…

…So for example if you try and build an application with OpenAI, you know, more than likely you're going to the United States.…

…Um, and uh, alongside that, they just closed OpenAI just closed a deal with uh, Disney, a $1 billion deal to license Disney uh, IP to uh, Open AI whilst they are suing Google for copyright infringement.…

…And then I I I saw some post on LinkedIn today and I'm not going to confirm if it's accurate, but they're saying that the daily expenditure by OpenAI is about 150 million.…

…[Intro Music] Sam Altman, CEO of OpenAI said that ‘AI will do 95% of the tasks that marketers use agencies for”.…

…peaker C: We have OpenAI coming, we have anthropic coming also.…