OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg
- Published
- June 2, 2026
- Duration
- 32:02
- Summary source
- description
- Last updated
- Jun 3, 2026
Discusses openai, anthropic, agents.
Summary
(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making t…
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Show notes
(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterp
Themes
- openai
- anthropic
- agents