Appears On
Episode Appearances
Tech Brew Ride Home · Jul 10, 2026
The New GPT
“Now reports to President Greg Brockman following organizational restructuring”
GPT 5.6 Model Release and VariantsChatGPT Work Enterprise Product LaunchOpenAI vs Anthropic Competitive Positioning
View Analysis
All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
“New hire since December described as 'force of nature' driving enterprise growth”
AI Infrastructure InvestmentCompute Scarcity and Data CentersIPO Strategy and Market Timing
View AnalysisAll-In with Chamath, Jason, Sacks & Friedberg · Apr 17, 2026
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
“Leaked four-page memo criticizing Anthropic's revenue accounting and positioning; signaled OpenAI's enterprise/agent platform pivot”
OpenAI vs Anthropic competitive dynamics and growth rate comparisonEnterprise AI revenue models and metered token pricingData center infrastructure constraints and NIMBY opposition
View Analysis
Big Technology Podcast · Apr 4, 2026
OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
“Former Slack executive; taking over commercial responsibilities from Bright Light Cap”
OpenAI Media Strategy and TBPN AcquisitionAI Narrative and Public Perception ManagementSpaceX IPO Valuation and Capital Markets Impact
View Analysis
35 West · Feb 12, 2026
Why Investment Uncertainty Is Holding Mexico Back
“Professor of Political Science at ITAM and CSIS non-resident senior associate; primary expert analyzing Mexico's governance and investment crises”
Mexico Tax System Unpredictability and Retroactive TaxationUSMCA 2026 Mandatory Review and Renegotiation RiskJudicial Reform and Captured Judiciary Impact on Commercial Disputes
View Analysis