OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg
- (0:00) OpenAI CFO Sarah Friar joins the show!
- (0:31) How OpenAI thinks about its IPO timeline
- (3:31) OpenAI, Anthropic, Google: The AI arms race
- (7:43) Navigating the compute crunch and AI bottlenecks, device preview!
- (15:53) OpenAI's economics
- (26:08) Push into chips, the cloud
- (29:32) 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.
ey.com/en_us/insights/ai/agentic-ai-t...
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Sarah Friar: @thefriley
Apply for Summit 2026: allin.com/events
Follow the besties: @chamath @Jason @DavidSacks @friedberg
Follow on X: @theallinpod
Follow on Instagram: @theallinpod
Follow on TikTok: @theallinpod
Follow on LinkedIn: linkedin.com/company/allinpod
Intro Music Credit: rb.gy/tppkzl @yung\_spielburg
Raw Description
<p>(0:00) OpenAI CFO Sarah Friar joins the show!</p> <p>(0:31) How OpenAI thinks about its IPO timeline</p> <p>(3:31) OpenAI, Anthropic, Google: The AI arms race</p> <p>(7:43) Navigating the compute crunch and AI bottlenecks, device preview!</p> <p>(15:53) OpenAI's economics</p> <p>(26:08) Push into chips, the cloud</p> <p>(29:32) OpenAI's ad business and strategy</p> <p>Thanks to our partners for making this possible!</p> <p>EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.</p> <p><a href= "https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship</a></p> <p>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.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Sarah Friar: https://x.com/thefriley</p> <p>Apply for Summit 2026: https://allin.com/events</p> <p>Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg</p> <p>Follow on X: https://x.com/theallinpod</p> <p>Follow on Instagram: https://www.instagram.com/theallinpod</p> <p>Follow on TikTok: https://www.tiktok.com/@theallinpod</p> <p>Follow on LinkedIn: https://www.linkedin.com/company/allinpod</p> <p>Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg</p>
Chapters (1/7)
Show Notes
- (0:00) OpenAI CFO Sarah Friar joins the show!
- (0:31) How OpenAI thinks about its IPO timeline
- (3:31) OpenAI, Anthropic, Google: The AI arms race
- (7:43) Navigating the compute crunch and AI bottlenecks, device preview!
- (15:53) OpenAI's economics
- (26:08) Push into chips, the cloud
- (29:32) 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.
ey.com/en_us/insights/ai/agentic-ai-t...
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.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Sarah Friar: @thefriley
Apply for Summit 2026: allin.com/events
Follow the besties: @chamath @Jason @DavidSacks @friedberg
Follow on X: @theallinpod
Follow on Instagram: @theallinpod
Follow on TikTok: @theallinpod
Follow on LinkedIn: linkedin.com/company/allinpod
Intro Music Credit: rb.gy/tppkzl @yung\_spielburg
Raw Description
<p>(0:00) OpenAI CFO Sarah Friar joins the show!</p> <p>(0:31) How OpenAI thinks about its IPO timeline</p> <p>(3:31) OpenAI, Anthropic, Google: The AI arms race</p> <p>(7:43) Navigating the compute crunch and AI bottlenecks, device preview!</p> <p>(15:53) OpenAI's economics</p> <p>(26:08) Push into chips, the cloud</p> <p>(29:32) OpenAI's ad business and strategy</p> <p>Thanks to our partners for making this possible!</p> <p>EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.</p> <p><a href= "https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship</a></p> <p>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.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Sarah Friar: https://x.com/thefriley</p> <p>Apply for Summit 2026: https://allin.com/events</p> <p>Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg</p> <p>Follow on X: https://x.com/theallinpod</p> <p>Follow on Instagram: https://www.instagram.com/theallinpod</p> <p>Follow on TikTok: https://www.tiktok.com/@theallinpod</p> <p>Follow on LinkedIn: https://www.linkedin.com/company/allinpod</p> <p>Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg</p>