OPENAI · OpenAI

...otional capabilities and redirect their choices for future emotional support, increasing preference for AI and decreasing preference for humans. We review recent evidence, including a large-scale longitudinal study conducted in collaboration with OpenAI, showing that daily five-minute conversations with an AI about personal issues over 28 days led to a 10.3% decrease in the preference for seeking support from humans and an 11.6% increase in the preference for AI. These findings suggest that c

...Four, earnings expectations show several years. And as long as it has and the stock market enjoyed the ride. No longer. It's one thing to own AI stocks when the AI companies are footing story to own these stocks when companies a large position in OpenAI that given OpenAI position as collateral. It could company reported earnings per share of and a beat and revenue beat as well. that largely sells servers, announced billion is no small thing. And the stock years when valuing stocks and making

...es maybe a couple of years later Josh: than everyone would like. Josh: But this is something I am stoked to get. And I think the downstream implications Josh: of this are probably pretty big. Josh: There's a lot of casual users of something like ChatGPT who pay $20 a month Josh: to have an LLM that they basically use as Google Plus Plus, this now substitutes Josh: and subsidizes a lot of that all for free, Josh: running local inference on device. So very excited, very bullish about Apple in g

...how mega cap IPOs in 2026 could reshape global benchmarks. And I believe they did this to preempt client queries. So, salespeople and consultants could take this to meetings when clients had questions about how they were going to handle SpaceX or OpenAI or Anthropic. You talk about this potential wave of mega cap IPOs altering market exposures. They modeled the inclusion of the 10 largest private companies out there against Msei Aqui imi. Essentially all the stocks in the world. They looked a

...ist which is very famous right now where people are trying to kind of solve new open unsolved odos problems and you know you can see that it's keep on keep on increasing with the new models from like open AAI depend and all. Um just two weeks ago OpenAI claimed to solve another big breakthrough 80-year-old Odosh problems. You know Terry Tower was has this promotional video at OpenAI which he showed really well about these kind of things. And then last week Deepmind released something also sol

...bout those. I think I think this IPO is going to lead to some interesting I would say I think it increases my conviction on some other stocks, right? We we just maybe talk about that >> SpaceX isn't the only mega IPO that we're talking about. So, OpenAI just yesterday announced that they are uh going public. They posted a blog. They're not yet saying when their last valuation was 850 billion. And then last week we had Anthropic at 965 billion after raising an additional 65 billion. The Anthro

...g almost stocks at the top of the index include Meta Platforms, Micron, and AMD, which thus AI chip fuses a tiny CPU and memory the top of the NASDAQ 100 are about to precisely. So this selling will happen because if everyone keeps buying SpaceX, OpenAI and Anthropic stock after they sales of the existing top stocks, which every stock at the top of the NASDAQ 100 is about to go on sale, which stocks are the best ones to buy? Well, I did some answers. So, here's what I'll be buying. single lar

...Limit's $435M Age-Reversal | 264 Brian Armstrong on Bitcoin, Anthropic Drops Fable 5 & Mythos 5, NewLimit's $435M Age-Reversal | 264 This episode is a dense Moonshots roundtable on Bitcoin, agentic payments, government stakes in AI companies, the OpenAI IPO, SpaceX’s compute expansion, Apple’s Siri reboot, and longevity biotech. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University,

...ut to GCP for uh you know Google cloud services or whatever that stands for even you know so like that there's actually going to weird kind of like seams in what they deliver. Uh and that's the you know if you look at like what Microsoft did with OpenAI they've basically said we have to do it all ourselves. We can't you know rely on another in order to deliver the experience that really really works for us within the context of our apps and we'll see if they succeed. But that's clearly like t

...insane stat to see. Josh: Yeah, it's pretty unbelievable. And you have to like, I'm looking at these charts, Josh: and you have to ask yourself the question, as Anthropica saturating benchmark, Josh: are they running away with it? Like, where is OpenAI in this conversation now? Josh: I have to imagine that GBT 5.6 is coming soon. Josh: Is it okay maybe it's better than opus 4.8 but can it can it eclipse fable no, Josh: and i mean we know that anthropic released mythos months ago so you have t

...able if the model is actually larger, Ejaaz: the bigger it gets, the more compute that it has. Ejaaz: Whereas in reality, you can have a smaller model that is trained on your own Ejaaz: personal data that you don't necessarily want to share with ChatGPT or Claude. Ejaaz: And it could do this so in such a private way that you can create a much more Ejaaz: personalized AI experience. Ejaaz: And so some examples that we're about to run through that is summarized by Marques Ejaaz: in this tweet i

...r because we'll see how these multi-t trillion dollar IPOs go. However, if I'm Google and I don't speak for Google and I decide to arbitrarily cut the cost of, you know, tokens to 80%. I'm going to cut them, what happens to the business models of OpenAI and Anthropic at that point? >> What happens? Tell us actually what Yeah. What does happen? Well, if you're a company and you can go to Google and Gemini and you can pay 80% less for that basically identical product, why wouldn't you do that?