1. All-In with Chamath, Jason, Sacks & Friedberg
  2. OpenAI CFO Sarah Friar: IPO,..
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
2026-06-02 32:02

OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

() OpenAI CFO Sarah Friar joins the show!

() How OpenAI thinks about its IPO timeline

() OpenAI, Anthropic, Google: The AI arms race

() Navigating the compute crunch and AI bottlenecks, device preview!

() OpenAI's economics

() Push into chips, the cloud

() OpenAI's ad business and strategy

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship

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.

https://www.nyse.com

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

https://www.plaud.ai

Follow Sarah Friar:
⁠https://x.com/thefriley⁠

Apply for Summit 2026:
⁠https://allin.com/events⁠

Follow the besties:
⁠https://x.com/chamath⁠
⁠https://x.com/Jason⁠
⁠https://x.com/DavidSacks⁠
⁠https://x.com/friedberg⁠

Follow on X:
⁠https://x.com/theallinpod⁠

Follow on Instagram:
⁠https://www.instagram.com/theallinpod⁠

Follow on TikTok:
⁠https://www.tiktok.com/@theallinpod⁠

Follow on LinkedIn:
⁠https://www.linkedin.com/company/allinpod⁠

Intro Music Credit:
⁠https://rb.gy/tppkzl⁠
⁠https://x.com/yung_spielburg

感想

まだ感想はありません。最初の1件を書きましょう!

32:02

コメント

スクロール