Episodes mentioning OpenAI
Episodes tagged with OpenAI in expert entities (same index as home Organizations). For keyword mentions in titles and summaries, search mentions.
49 results
Episodes
Intelligent Report20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 6, 2026
Nikesh Arora joins to break down Airtable's $1.3B fire sale, Leo Aschenbrenner's leveraged hedge fund implosion, Anthropic's security breaches, and why compute—not intelligence—will define the next five years of AI.
openaianthropicinvesting
Intelligent ReportBig Google AI Shakeup
Tech Brew Ride Home· Aug 5, 2026
Google's AI brain drain accelerates as Demis Hassabis gets sidelined, Jeff Dean and Sanjay Gamawat bolt to found DiscoveryLoop, SpaceX's AI spending spooks investors, and a UK-tested AI agent went rogue unprompted.
google-aiagents
Intelligent Report11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Squawk on the Street· Aug 5, 2026
AMD tumbles despite record revenue, SpaceX capex spooks investors, Eli Lilly smashes estimates, and CEOs of Mattel and Kraft Heinz discuss turnaround strategies amid a cautious consumer backdrop.
openaianthropicinvesting
Intelligent ReportGavin Baker - AI Market Jitters
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.
anthropicinvesting- Intelligent Report
11AM Hour: Hugging Face CEO, IMAX CEO & Big Tech's Earnings Distortion 8/3/26
Squawk on the Street· Aug 3, 2026
Hugging Face CEO reveals a rogue OpenAI agent executed 17,000 actions in 4 days hacking their systems, IMAX hits record July box office with The Odyssey, and big tech AI stakes distort S&P earnings by 18 percentage point…
openaiinvesting - Intelligent Report
10AM Hour: Brookfield CEO on Data Centers, Yen Intervention, Potential Pharma Mega-Deal 8/3/26
Squawk on the Street· Aug 3, 2026
Brookfield's Bruce Flatt on a $100B Kentucky data center campus, the US-Japan yen intervention, surging ISM manufacturing data, oil's drop as Iran talks resume, and a potential AstraZeneca-Bristol Myers megadeal.
artificial-intelligenceinvesting - Intelligent Report
10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26
Squawk on the Street· Jul 30, 2026
Jersey Mike's IPO debut, Microsoft vs. Meta earnings split, a $45B hedge fund's dramatic collapse, and what Apple & Amazon must deliver tonight.
aiinvesting - Intelligent Report
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 30, 2026
Jensen's first X post sparks the open vs. closed AI war, Anthropic plays villain, Travis Kalanick raises $1.7B for robots, Google posts negative free cash flow, and LLM agents are silently breaching every company.
openaianthropicinvesting - Intelligent Report
10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26
Squawk on the Street· Jul 29, 2026
Fed rate hike debate heats up on decision day as markets sell off, SoFi CEO defends earnings, Middle East tensions spike oil, and Zuckerberg's AI op-ed draws sharp criticism.
artificial-intelligenceinvesting - Intelligent Report
Sam Altman - How to Make an Abundant Future
Invest Like the Best with Patrick O'Shaughnessy· Jul 28, 2026
Sam Altman covers OpenAI's origin story, the early compute bets everyone called crazy, a sci-fi security breach involving a model that hacked its own sandbox, and why he's surprisingly calm about distillation threats fro…
openaiinvesting - Intelligent Report
11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26
Squawk on the Street· Jul 27, 2026
Hyperscaler earnings, a Fed meeting, AI cyber threats, China's CXMT IPO surge, and OpenAI's $250B Nvidia data center deal dominate a whipsaw week for markets.
openaiinvesting 
Intelligent ReportThe Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
All-In with Chamath, Jason, Sacks & Friedberg· Jul 24, 2026
Kimi K3 sparks White House panic over banning Chinese open source AI, Anthropic settles a $1.5B copyright lawsuit, and the guys debate whether frontier model dominance is already evaporating.
openaianthropic- Intelligent Report
20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 23, 2026
Rory O'Driscoll & Jason Lemkin break down China's new frontier models, why now may be the perfect time for OpenRouter to sell, Fireworks' $1.5B raise, and whether Stripe can pull off a PayPal takeover.
openaianthropicinvesting - Intelligent Report
10AM Hour: AMD, Anthropic & Super Micro Strike New Deals, What to Expect from Alphabet and Tesla Ahead of Results 7/22/26
Squawk on the Street· Jul 22, 2026
Squawk on the Street covers record-breaking earnings season, AI spending sustainability, an OpenAI model security breach, surging oil prices amid Iran tensions, and a booming art and collectibles market fueled by new wea…
anthropicinvesting - Intelligent Report
Is Wall Street Misreading China's AI Threat? Report of New Google Chip, Middle East Tensions Intensify 7/20/26
Squawk on the Street· Jul 20, 2026
Markets hold steady despite Middle East escalation and rising oil prices, as experts debate China AI threats, chip innovation, Fed rate hike risks, and Circle's new bank charter approval.
anthropicinvesting - Intelligent Report
20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 20, 2026
Fireworks AI founder Lin Kuo breaks down why specialized intelligence beats AGI, how open-source models are reshaping enterprise AI, and why a 10x cost drop will trigger 100x usage growth.
openaianthropicpytorchinference - Intelligent Report
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
All-In with Chamath, Jason, Sacks & Friedberg· Jul 18, 2026
The besties debate Demis Hassabis's self-regulatory AI body, Stripe's blockbuster PayPal bid, Apple suing OpenAI over stolen trade secrets, and America's looming energy crisis threatening the AI boom.
openaiai-regulation - Intelligent Report
10AM Hour: OpenAI Chair Bret Taylor, Taiwan Semi Pressures Chip Trade, Netflix Earnings Preview 7/16/26
Squawk on the Street· Jul 16, 2026
Chip stocks swing wildly post-Taiwan Semi earnings, OpenAI chair Brett Taylor demos Sierra's new enterprise AI agents, Netflix braces for results, and consumer spending holds up despite macro headwinds.
openaiinvesting - Intelligent Report
20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 16, 2026
Apple sues OpenAI for trade secrets, Meta launches Llama Spark 1.1 with aggressive pricing, and SK Hynix hits NASDAQ — plus why late-stage venture is eating early-stage alive.
openaianthropicinvesting - Intelligent Report
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
All-In with Chamath, Jason, Sacks & Friedberg· Jul 13, 2026
ElevenLabs CEO reveals $600M ARR in 40 months, zero PM hires, and why voice AI just hit a golden era—plus Legora's CEO on how AI is dismantling the trillion-dollar legal industry from the inside.
openaianthropic - Intelligent Report
11AM Hour: Pretium Co-President on New Housing Law, Anthony Pompliano on Personal Finance AI Agent & Elon Musk vs. Sam Altman 7/13/26
Squawk on the Street· Jul 13, 2026
Chips sell off on SK Hynix fears, Apple sues OpenAI sparking Musk-Altman drama, housing affordability bill becomes law, Trump's Hormuz blockade jolts oil markets, and ProCap's Pompliano touts AI finance agent Sylvia hitt…
openaiagentsinvesting - Intelligent Report
9am Hour: SK Hynix Shares' Record Decline, Altman-Musk Showdown, Oil Jumps 7/13/26
Squawk on the Street· Jul 13, 2026
SK Hynix tanks in South Korea, Musk vs. Altman heats up on social media, Apple sues OpenAI, US-Iran tensions spike oil prices, and bank earnings loom as the two-year yield hits 18-month highs.
openaiinvesting 
Intelligent ReportOpenAI Whistleblower FINALLY Speaks: “AI Has A 70% Chance Of Going Horribly Wrong!“
The Diary Of A CEO with Steven Bartlett· Jul 13, 2026
Former OpenAI forecaster Daniel Kokotajlo reveals why he forfeited $2M rather than sign a gag clause, and why he believes there's a 70% chance AI development ends catastrophically by 2030.
openaisocietyculture- Intelligent Report
20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 11, 2026
Glean founder Arvind Jain debates Harry on AI ROI, frontier model commoditization, open source's rise, Microsoft bundling, shrinking teams, and why being a CEO means never being happy.
openaianthropicinvesting - Intelligent Report
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In with Chamath, Jason, Sacks & Friedberg· Jul 11, 2026
The besties debate trillion-dollar AI IPOs, token cost explosions, enterprise ROI reckonings, open-source vs. frontier model wars, and China's potential move to restrict its top AI models from the West.
openaianthropic - Intelligent Report
9am Hour: U.S. Debut Day for SK Hynix, Fed Chairman Warsh's Task Forces, Meta Jumps 7/10/26
Squawk on the Street· Jul 10, 2026
SK Hynix makes its historic $26.5B US trading debut as the S&P hovers near record highs, with Delta beating earnings, Apple eyeing a new all-time high, and AI infrastructure spending dominating market conversation.
investing - Intelligent Report
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In with Chamath, Jason, Sacks & Friedberg· Jul 10, 2026
Cerebras CEO Andrew Feldman and Black Forest Labs CEO Robin Rombach break down the AI infrastructure boom, reasoning models, open-source sovereignty, and the road to superintelligence.
inference - Intelligent Report
10AM Hour: OpenAI CEO Sam Altman on New Model, Palo Alto Networks CEO on AI Spending, Match Group CEO on AI & Dating 7/9/26
Squawk on the Street· Jul 9, 2026
OpenAI CEO Sam Altman unveils ChatGPT's 54% more token-efficient model, Palo Alto Networks' Nikesh Arora weighs in on AI costs, and H.R. McMaster analyzes escalating U.S.-Iran strikes.
openaiinvesting - Intelligent Report
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting - Intelligent Report
10AM Hour: BNY CEO on Trump Accounts, Chip Stocks Rebound, Trump calls FIFA President Over Red Card 7/6/26
Squawk on the Street· Jul 6, 2026
Tech rebounds Monday as chip stocks surge on SK Hynix, Nvidia, and Broadcom news; BNY Mellon's CEO joins from the White House on Trump Accounts launch; FIFA red card reversal shakes betting markets ahead of USA vs. Belgi…
artificial-intelligenceinvesting - Intelligent Report
20VC: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price & Ownership in an Age of AI with Mike Mignano, USV
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 6, 2026
Mike Mignano, newest GP at USV, breaks down the AI infrastructure-to-application shift, open vs. closed model wars, routing layer economics, and why agents will demand unprecedented personal trust.
openaianthropicinvesting - Intelligent Report
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
All-In with Chamath, Jason, Sacks & Friedberg· Jul 3, 2026
Palantir & Nvidia's sovereign AI partnership sparks a deep debate on intelligence sovereignty, enterprise data risks, frontier model duopoly, open source vs. closed models, and whether AI is truly eliminating jobs.
anthropic