OpenAI

Faced with integration challenges at Apple and shifting its strategic focus toward coding agents.

“Then you kind of had OpenAI, and they're doing the Sora video thing, and they're also doing ad networks and s- crazy stuff like that. Then you had Gemini, and they had the Nano Banana. And then finally, you've got Anthropic, and they go, "We don't know about t…”

Discussed as a company standardizing on Slack and currently considering a lawsuit against Apple over their partnership.

“Yeah. Okay, breaking news. I wanna get everybody's take on this. OpenAI, in a breaking news story, is considering suing Apple over their ChatGPT partnership. As we all know, two years ago, Apple and OpenAI announced ChatGPT would integrate into Siri, iOS, macO…”

Mentioned as a competitor for talent and a company making significant investments in AI deployment.

“I think the low end of the market is basically finished. I think there, there is no safe space. I think the high end of the market where Mark operates, where the large monoliths operate, is quite safe, and the tell was this week. The, the deployment company de…”

Mentioned as a company that should eventually go public to rationalize its equity structure.

“By the way, I, and I will guarantee you this, once SpaceX goes public, once Anthropic goes public, once OpenAI goes public, you're going to see a litany of these lawsuits back and forth between the purveyors of these SPVs.”

Mentioned as a major model provider that could benefit from a routing layer to manage token efficiency.

“And to your, and I wanna connect back to what you said before, which was brilliant, Jason, which was the importance of the edge because-The edge a- and the cloud are gonna come together, okay? And yes, you're gonna have more distributed intelligence. It's gonn…”

Mentioned as a company that users are hesitant to trust with personal data.

“Apple has the clearest path to becoming, you know, a top two or three player in AI simply by buying something like Perplexity or Mistral or, or, or some AI lab and then using their hardware footprint, which is extraordinary. I just got this MacBook with 48 gig…”

The organization at the center of the lawsuit, originally founded as a nonprofit to develop AI safely.

“So Musk is asking for a lot. For one, he wants $150 billion, with a B, in damages, but he's saying, "Not for me, of course. It's to be returned to the nonprofit organization," which is, like, the parent of OpenAI, the for-profit company. So it's like this, quo…”

The AI research organization that transitioned from a nonprofit to a for-profit entity, sparking a legal conflict with its co-founder.

“So there's this sort of like interesting Cold War battle brewing between Sam and Elon and other folks involved. They're exchanging these increasingly terse and tense emails with one another, and Musk is worried that he's essentially losing his grasp on this no…”

The company sued by Elon Musk, which was found not liable for damages in the legal ruling.

“On Monday, after deliberating for under two hours, the jury in the case ruled unanimously against Elon Musk's claims against OpenAI, meaning that OpenAI and Sam Altman weren't liable for any damages. The jury found that Musk's lawsuit fell outside the three-ye…”

The AI company currently facing a high-stakes lawsuit that could damage its standing as a trillion-dollar private entity.

“Yeah. It's Musk levying this lawsuit, which has been years now in the making. He's saying that with this project that he got involved with with OpenAI so many years ago, he was duped, essentially, from creating what he thought would be a nonprofit to build art…”

The organization currently in a legal dispute with Elon Musk, attempting to frame his actions as a tantrum over lost control.

“Yeah. So [laughs] I think this actually kind of goes to the heart of how OpenAI is trying to prove its case. They're saying Elon Musk is just a spurned guy who feels like he's being out-competed, and he's mad that he didn't have control over this thing. And th…”

The organization at the center of the lawsuit, accused by Musk of abandoning its charitable mission for profit.

“Yeah. So there was a very clear line that Musk and his attorneys sort of went over and over, which was, "They're trying to steal a charity, and if you allow OpenAI to get away with this, no charity will ever be safe in the future," is basically how he position…”

Altman is being accused of betraying the original nonprofit mission of his company and is facing intense scrutiny regarding his trustworthiness.

“He tried to sort of be humble and say, "I'm, I think I'm trustworthy," and then slowly over the course of hours of questioning started to push back and started being a little more forceful in his pushback. He certainly was not like Elon, who would just throw i…”

The company successfully defended against a lawsuit brought by Elon Musk.

“We begin tonight's show in Oakland, California, where a three-week trial that fixated the tech world has reached a verdict. The jury there has rejected Elon Musk's claims against OpenAI. He has alleged that OpenAI, quote, "stole a charity when it converted int…”

The company is currently the subject of a trial involving its former co-founder Elon Musk regarding its transition to a for-profit model.

“[upbeat music] Scott, we're back. It was Sam Altman's turn in the hot seat this week at the Elon Musk OpenAI trial. Sam denied Elon's claim that he tried to steal a charity and said Elon supported OpenAI becoming a for-profit company as long as Elon had total …”

Compared to Anthropic in terms of valuation and business adoption rates.

“Uh, look, uh, we've never seen a company scale like that. Um, so, and, uh, we've also never seen Pepsi overtake Coke or, or Avis overtake Hertz this quickly. We've never seen this type of, of transition or pivot or reversal in fortunes.And, and also I still th…”

Mentioned as the subject of the upcoming segment.

“Unhappiness, morale, stuff like that. Yeah. Which is prob-- more problematic in an autocracy, but it's problematic here too. Um, all right, Scott, uh, we'll see what happens. Nothing. It's a nothing burger. We'll see if they, uh, do more. But the... I agree wi…”

The subject of a legal trial involving Elon Musk and Sam Altman, revealing messy internal communications.

“Yeah, I... The whole trial has just been fascinating to me, less because I care about the actual, like, l- legal issue on, on trial, and more because it has just produced all these in- amazing and incriminating files from, like, the early days of OpenAI, inclu…”

Mentioned as a company working to develop AI responsibly alongside Anthropic.

“Yeah, I, I look at it slightly from a longer term perspective. I think what the Mythos model showed is what the art of the possible is going to be in the future once we are compute unconstrained or we have better models in the future which are trained better. …”

Mentioned as having released models with cyber capabilities and guardrails.

“Well, like, they have been released, right? Both Opus 4.7 Cyber and OpenAI's 5.5 have both been released with cyber capabilities and guardrails.”

Referenced alongside Anthropic as a leading developer of AI models.

“So we can create a temporary scaffolding to let organizations have a little bit more time to go fix their vulnerabilities, but, you know, it has to be done, and the risk, like you rightly articulated, is that open source or nation states or third parties can s…”

Developing models like 5.5 Cyber that are being used to analyze code vulnerabilities.

“I'm a little more perhaps relaxed than what you're trying to ascribe, that people come here tell us it's the worst moment. Historically, what's happened is, in the last seven years, you've seen the time from somebody breaching an organization and being able to…”

Mentioned as one of the companies currently being sued by The New York Times.

“Yeah. So let's talk about what's been going on and some of the data points that support the idea that the Trump administration is sort of changing its AI posture, or at least has several different AI postures that it's considering. But first, let's do our AI d…”

Discussed in the context of the rapid deployment of new AI tools.

“All of it. [laughs] Look, I think about it, i- if you're a technologist, this is a phenomenal time to be doing this, right? The, the, the, the amount of opportunity to learn, the amount of opportunity to understand. Uh, some of the people are fearful, like, "H…”

Named as a defendant in a wrongful death lawsuit for allegedly providing instructions to a shooter via its chatbot.

“For our final story, we wanted to tell you about a potentially groundbreaking lawsuit that was just filed in a Florida federal courthouse. As AI is becoming increasingly part of our lives and we turn to it for information and advice, this lawsuit asks whether …”

The Florida attorney general is investigating the company's role in a mass shooting case.

“Laura, back to the Florida mass shooting. Last month, Florida attorney general announced he was investigating OpenAI's role in that. Let's take a listen.”

The AI research organization that Ilya Sutskever departed from.

“And he famously like kinda like turned it around in a way, like really like injected a lot of life into that company, and people really like praised his tenure there. So then him and Daniel Gross go and they start investing in AI stuff. Uh, they created like a…”

Highlighted as a successful nonprofit research entity in the AI space.

“So, so now I think it's the hardwares, the ro-robotics is obviously, like, massive. I think all the war stuff is massive. I think, you know, crazy AI stuff. So it's just, it's just clear to me that the, the, the ground has shifted again. The ground has moved, …”

Discussed in the context of a public dominance struggle between its leadership and Elon Musk.

“Well, look what's happening in OpenAI right now, the trial with Musk and OpenAI and Sam Altman. Why are they there? Why are they exposing themselves?”

Identified as the company that created ChatGPT and sparked a major shift in resource allocation across the tech industry.

“And then we had the advent of the transformer model, which was underpinning of ChatGPT, and so many of these generative AI and the LLMs, and that enabled ChatGPT to have this breakout moment. And we saw, we have all, actually all lived through this, even if yo…”

Mentioned in the context of legal battles and public perception as a company currently viewed as a villain.

“AI. There's a clip that went viral of a commencement speaker at the University of Central Florida getting loudly booed as she called the rise of AI, quote, "the next Industrial Revolution." Um, obviously, the polling, especially among young people, is rather s…”

Mentioned in the context of the petty and unhappy nature of the people building AI.

“Feel free. Um, but one of the things that was interesting about is you do, as I say, young people going to churches more, doing more community things. I think there's a massive resistance happening that, that I don't think the tech people understand in any way…”

Mentioned as an example of a leading AI company utilizing Work OS.

“The best AI and software companies from OpenAI to Cursor to Perplexity use Work OS to become enterprise-ready overnight, not in months. Visit workos.com to skip the unglamorous infrastructure work and focus on your product.”

Mentioned as a peer lab also pushing the frontier of AI development.

“[upbeat music] As your business scales up, everything gets more complex, especially your compliance and security needs. With so many tools offering band-aids and patches, it's unfortunately far too easy for something to slip through the cracks. Fortunately, Va…”

Mentioned as one of the ambitious teams using Vercel's infrastructure.

“AI gateway is just one tool in a complete AI stack built with, for, and optimized by agents, and that's what Vercel is really about, making sure that the most ambitious teams like OpenAI, Stripe, and Polymarket have the infrastructure to match. Because when co…”

Mentioned as an organization currently wrestling with the challenge of trying to be everything while competing with Anthropic.

“And in, and in a way it's the thing that, uh, OpenAI is wrestling with at the moment, right? As it competes with Anthropic. Like this question of do you try to be everything?”

The company whose CEO is noted for changing his public stance on Donald Trump.

“When I look back at someone like, like the CEO of OpenAI's statements on Trump, if you go back to 2016, he said he was an unprecedented threat to America and called him a potential disaster for the American economy. He said he was irresponsible in the way dict…”

The company currently associated with Sam Altman.

“I start trying to focus on, like, how good of a company Airbnb is, and I take it to, like, projects. So I'll give you one example of a project I focus on. One is I want to build the best team possible. So twice a year, we do this, like, giant thing we call roa…”

Discussed as a potential consumer AI player, though currently focused on enterprise tools like Codex.

“I think the tools are gonna be very easy. There's an economic setup for the tools to be so easy everyone can figure them out. So I don't think the AI tools are gonna be complicated. Right now there's a lot of command line. I think Claude Bot and CoWork are not…”

Mentioned as an example of a company currently experiencing rapid, rocket-ship growth.

“Yes. The pandemic. Two things happened. Actually, speaking of Jony Ive and Apple and another person named Hiroki here, I spent the 2010s riding a rocket ship. Airbnb, Uber, a few of us, we went on these crazy rocket ships that, like, you know, OpenAI, Anthropi…”

Mentioned in the context of AI companies that might concentrate wealth.

“I think a lot of people are hopeful, people who don't care that much about birth rates but are still kind of like white-pilled on the fact that we're gonna get through it, is, well, it's gonna be fine because we've got AI, and AI's gonna answer all of the prob…”

Mentioned in the context of a large financial investment involving Michigan.

“... investment in Open AI.”