I would like to clarify a few things. First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or

For the record: Last week - when I was the first in the world to clip @SamA slapping Brad for having the temerity to ask how a $13 billion business can afford $1.4 TRILLION in investment commitments - I did not intend to topple a domino that would take down the global financial

Kudos to @dkhos and the entire $UBER team on moving to guidance metrics that are inclusive of stock-based compensation and dilution: @Uber has done a great job of reducing dilution as they've scaled, but this next step of aligning reported metrics with the actual drivers of LT

When will OpenAI go public? @sama's answer may surprise you w/ @altcap & @satyanadella on @bg2pod

Jordi goes tinfoil hat to explain: “GLUT THEORY” Step 1. Get all your suppliers to overbuild compute. Step 2. Pull back on all your spending commitments. Step 3. Buy up cheap compute post-glut. Step 4. Profit.

Monday's Diet TBPN is here: today's show in under 15 minutes. The haunted house owner who's pivoting to data centers, the BG² Sam Altman and Satya Nadella interview, the OpenAI-AWS deal, Elon and Sam's beef, Elon's recent appearance on Rogan, and more.

📊 Sam Altman on whether OpenAI will ever not be compute constrained: "If the price of compute per unit of intelligence...fell by a factor of 100 tomorrow, you would see usage go up by much more than 100, and there’d be a lot of things that people would love to do with that

Sam Altman says next year, Codex will move from multi-hour to multi-day tasks, speeding software creation in new ways The shift will expand beyond coding to other fields In 2026, there's hope for a small but meaningful scientific discovery that will lead to bigger ones later

Anthropic has overtaken OpenAI in enterprise LLM API market share. OpenAI fell from 50% in late 2023 to 25% by mid-2025, which shows that brand alone does not hold share once real workloads start. Anthropic now leads enterprise LLM API usage with 32%, while OpenAI has 25%,

Brad: “If you were doing over $100B in revenue by 2028 or 2029, you’d be in position for a $1T IPO.” Sam: “How about 2027?” Sam said OpenAI is already doing more than $13B this year, below is the latest projection.

Why is Software multiples under pressure last 18 months? Summed up in 1 sentence … “The agent tier is replacing the business-logic tier. Old SaaS tightly coupled data/logic/UI; AI forces decoupling and context engineering” - Satya MSFT CEO

Great @BG2Pod pod with @satyanadella and @sama Key quotes: Brad: “If you were doing in excess of $100B of revenue in 2028 or 2029, you’d be positioned to IPO around $1T…” Sam: How about 2027? … --- Satya: “Absolutely $MSFT's Azure could have grown ~41–42% if we’d had

It actually blows my mind that the biggest private company in the world and the second biggest public company in the world having an agreement between them for when AGI is achieved. The fact that that is even a sentence to be said is mind blowing, most people get confused by

In a podcast interview with @BG2Pod Sam Altman says OpenAI is doing "well more" revenue than the public $13 billion revenue figure: "Revenue is growing steeply" Later in the segment Alman floats a $100 billion OpenAI revenue target for 2027. https://t.co/OxmupDKChe