About This Episode
<p>(0:00) OpenAI CFO Sarah Friar joins the show!</p> <p>(0:31) How OpenAI thinks about its IPO timeline</p> <p>(3:31) OpenAI, Anthropic, Google: The AI arms race</p> <p>(7:43) Navigating the compute crunch and AI bottlenecks, device preview!</p> <p>(15:53) OpenAI's economics</p> <p>(26:08) Push into chips, the cloud</p> <p>(29:32) OpenAI's ad business and strategy</p> <p>Thanks to our partners for making this possible!</p> <p>EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.</p> <p><a href="https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship</a></p> <p>NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Sarah Friar:<br /> https://x.com/thefriley</p> <p>Apply for Summit 2026:<br /> https://allin.com/events</p> <p>Follow the besties:<br /> https://x.com/chamath<br /> https://x.com/Jason<br /> https://x.com/DavidSacks<br /> https://x.com/friedberg</p> <p>Follow on X:<br /> https://x.com/theallinpod</p> <p>Follow on Instagram:<br /> https://www.instagram.com/theallinpod</p> <p>Follow on TikTok:<br /> https://www.tiktok.com/@theallinpod</p> <p>Follow on LinkedIn:<br /> https://www.linkedin.com/company/allinpod</p> <p>Intro Music Credit:<br /> https://rb.gy/tppkzl<br /> https://x.com/yung_spielburg</p>