AI research company behind ChatGPT and a forthcoming IPO candidate.
“All startup companies like Anthropic, OpenAI, they find a way to do it in a more elegant way. They change the game.”
Source→“Goldman Sachs and Morgan Stanley are preparing to work both sides of the OpenAI-Anthropic IPO showdown. By splitting their own bankers into walled-off teams, Wall Street's two most powerful franchises can serve direct competitors at once.”
“My old roommate when I was at Brain, Barrett Zoff, is someone that like I've learned a lot from. He was kind of the best AI researcher that I like worked with when I was at Brain and he's now at OpenAI, like ran their post-training team.”
Source→“AI CEOs talked with Trump at the G7 summit yesterday about the possibility of what OpenAI's Chris Lehane described as a global forum for AI standards.”
“Goldman Sachs will lead OpenAI's IPO while Morgan Stanley leads Anthropic's, with both banks forming "bespoke banker teams to ensure sensitive info isn't shared."”
“Co-led Harvey's most recent $200M round at $11B valuation alongside GIC”
“Shazeer's hiring is a major win for OpenAI in the AI talent wars, as OpenAI competes to catch up with archrival Anthropic's most advanced models ahead of the two companies' hotly anticipated IPOs.”
“If you're following folks like, you know, Karpathy, Noam Brown at OpenAI, Shalto, at Anthropic...”
Source→“Botha told me during Axios BFD last fall that SpaceX could become more valuable than OpenAI, in which Sequoia also invested. And it's happened.”
“When Cursor raised an $8 million seed round in October 2023, headlines highlighted one of its big-name backers: OpenAI's Startup Fund.”
“Goldman Sachs and Morgan Stanley are preparing separate internal teams for potentially dueling OpenAI and Anthropic IPOs this fall, an unusual arrangement meant to avoid sharing information between two rival AI companies.”
“The company tells Axios it is exploring a fine-tuned version of DeepSeek V4, or another open-source model, as a lower-cost alternative to the Anthropic and OpenAI models now powering Copilot Cowork.”
“Then ChatGPT shipped, and for a few months the giant looked flat-footed while a startup set the pace.”
“Buying Cursor gives xAI something it has lacked as a frontier lab: an agentic coding product. Anthropic has Claude Code, OpenAI has Codex, and SpaceX will now have access to Composer, Cursor's own proprietary coding-focusing model.”
Source→“Anthropic has Claude Code, OpenAI has Codex”
“GLAAD is trying to push AI companies before bad practices harden — especially because a small group of foundation models from OpenAI, Google, Meta and Anthropic now feeds a much larger app ecosystem.”
“If you look at many of the large language model companies, whether it's OpenAI, Anthropic and many of the new labs that are getting formed, the models they are creating are models that I would consider to be... meant to be rational... supposed to be really amazing at tackling problems that have an objective answer.”
Source→“Harvey's response is the Legal Agent Benchmark (LAB), open-sourced in May, which tests long-horizon agentic work across 1,200+ tasks and 24 practice areas, with collaborators including NVIDIA, OpenAI, Anthropic, Mistral, and DeepMind.”
“'Everyone who uses AI will see the writing on the wall that future AI models from OpenAI and Google are also going to be seen as having potential serious security risks.'”
Source→“xAI also suffered its second consecutive legal loss against OpenAI.”
Source→“GPT-3: 538 days delayed. DeepMind Chinchilla: 1,539+ days and still not public (as of June 2026). Claude Fable 5: 105 days delayed before being banned upon release.”
“ChatGPT's release in late 2022, alongside the broader push to deploy AI at scale, has accelerated that pace.”
“Reports of an OpenAI legal release in the works.”
“Companies like Shopify and OpenAI that default to verbal communication benefit disproportionately, since AI can now persist and structure what was previously ephemeral.”
“Everybody else does it too. OpenAI does it. Google does it. But then they don't give you the actual input to the model.”
Source→“OpenAI. Anthropic. Cursor. Gross margins crossed into strongly positive territory in the last three to six months.”
“SpaceX is the only company building space infrastructure for connectivity... That's just one aspect of the business.”
Source→“OpenAI does it. Google does it. But then they don't give you the actual input to the model.”
Source→“Roman at Nebius said, he said if consolidation happens and there's Anthropic and OpenAI or two or three dominant providers, that is the biggest threat to Nebius.”
Source→“We were voted the most likely to fail. Cursor was voted the second most likely to fail. OpenAI was voted the third or something... Cursor, I think it's getting sold.”
Source→“Greg Brockman recently tweeted, the model is no longer the product. And it's funny because you know that as a leader of a frontier lab, he has all incentive to say the model is the product.”
Source→“SemiAnalysis recently estimated that a $200 plan gets you $8,000 worth of Claude tokens and $14,000 worth of Codex tokens. Of course both are fighting for user and developer mindshare, but they're also fighting to have access to actual usage data to make their models better.”
Source→“OpenAI lost its lead... the company has been at war with itself internally as what used to be a research lab was suddenly seized with the burden of being the accidental consumer tech company.”
Source→“Why are they going all in on Codex? Because that's where the money is.”
Source→“The firms and companies with the most capital are treating attention as infrastructure, not marketing.”
“OpenAI — I think the logic is very clear. Any model company, I think, needs to have diversified supply. You cannot just depend on this one chip provider.”
Source→“Some of the researchers — they are Inflection co-founders, Adapt co-founders, and some also became founding members of Meta's FAIR lab, not to mention OpenAI and Anthropic.”
Source→“OpenAI acquired TBPN in 2026 and placed it under its strategy organization.”
“Why is CoreWeave more successful at building data centers than OpenAI? It's operationally intensive. You got to focus.”
Source→“SpaceX is the big one to kinda start this, but I mean, as you mentioned, OpenAI & Anthropic both filed their S-1s confidentially.”
“Sam Altman's relationship with Baidu was still quite good at that time, because Lu Qi was apparently his mentor.”
Source→“A researcher recently pointed Codex at a problem computer scientists file under intractable... produced a provably optimal tokenizer for an entire book in about a day.”
“A researcher recently pointed Codex at a problem computer scientists file under intractable: finding a provably optimal tokenizer... discovered a family of constraints it named 'cycle constraints,' and produced a provably optimal tokenizer for an entire book in about a day.”
“WorkOS... 'Literally every startup that I'm an investor in that starts to expand upmarket ends up working with WorkOS... It's essentially Stripe for enterprise features.'”
Source→“'Sam Altman, the co-founder of OpenAI, said that today the only bottleneck to building great products is knowing what to create.'”
Source→“SpaceX is the big one to kind of start this. But I mean as you mentioned like OpenAI and Anthropic are both — they've filed their S-1s confidentially.”
Source→“He announced the American AI Cyber Wealth Fund Act... a one-time 50% tax on stock, not profits of the largest AI companies, including OpenAI, Anthropic, and XAI.”
Source→“In my mind the answer here is I think they're approximately equivalent... from the business perspective they're both very well suited and well positioned.”
Source→“Last week, they published this blog saying that recursive self-improvement could end the world. Therefore, we need a pause. What did they do the previous month? They hired Andrej Karpathy to run recursive self-improvement at Anthropic.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.