OpenAI grew revenue to about $10 billion in the third quarter from $6.7 billion, according to figures obtained by Yahoo Finance, nearly tripling its growth rate from the quarter before. Deirdre Bosa breaks down what OpenAI’s surprise quarter means for the AI race. OpenAI CFO Sarah Friar explains the company’s enterprise push, the cost of serving AI agents, its in-house chip and how it plans to pay for compute. Khosla Ventures founder Vinod Khosla, an early OpenAI investor, weighs in on tokens, Nvidia and Jensen Huang. In the Loop host Ejaaz Ahamadeen joins, and Deirdre breaks down CoreWeave’s earnings. Presented by Factory.
00:00 OpenAI’s New Numbers
00:44 A Surprise Quarter for OpenAI
03:20 Vinod Khosla Joins the Show
03:36 Betting on One AI Lab
04:53 Is Revenue the Right Scorecard?
06:20 How to Spot a Bubble
06:49 The Rise of Open Models
07:36 The Nvidia Premium
08:44 The Custom Silicon Advantage
09:45 Do Neoclouds Lower Costs?
10:44 Why the Full Stack Wins
11:42 Dinners With Sam Altman
13:03 Has He Sold Any OpenAI Shares?
14:03 Where Khosla Is Investing Now
15:17 The Race in AI Coding
16:21 Nvidia’s Crisis at the Top
18:11 Owning an NFL Team
20:00 From the Factory Floor
21:01 Meta’s Cheaper Ember Model
22:49 The Personal Agent Wars
25:30 Will Consumers Switch?
27:00 Break
32:00 OpenAI CFO Sarah Friar
33:33 Keeping Enterprise Customers
35:11 When Dots Reaches Consumers
37:50 The Cost of Serving Agents
40:21 Busting the Open Model Myth
42:16 The Sovereignty Question
44:01 OpenAI’s Margins
45:55 OpenAI’s Own Chip
46:39 Hyperscalers Versus Neoclouds
48:48 How OpenAI Pays for Compute
49:33 Running Its Own Race
51:41 CoreWeave Earnings
54:03 Tomorrow on the Show
#openai #ai #nvidia
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