Chamath
speaker
939 appearances
12 recordings
2 series
first heard Jun 2024
last heard 3 Jun
Chamath’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Nov 2025 with 2.
Appearances
We lost Mira too?
The enforcer? He left too?
Sorry, guys. Oh, my goodness. All those losses. Wow. That is. Three in one day. Three in one day. My goodness. I thought OpenAI was nothing without its people.
They have to remove the profit cap and do the C-Corp.
Well, it was Bloomberg. It's not some article. It was Bloomberg, and it got a lot of traction, and it was re-reported by a lot of places, and I don't see anyone disputing it.
When we can do a good bit, yeah. That's mine. No, I think that Bloomberg reported it based on, obviously, talks that are ongoing with investors who have committed to this round. And no one's disputing it. Has anyone said it's not true?
No, I saw a comment. Somebody commented like, oh, wow, it's like amazing to hear Chamath expand on topics throughout the constant eruptions by J-Cal.
Well, you have to go back pretty far for Joe Rogan to be a nobody. I mean, he had a TV show for a long time.
He was more like a stand-up comic for a while. He was a stand-up comic. Stand-up comic, yeah.
Well, why don't we get into the topic?
Sam Altman is reportedly... I thought they're converting to a C-Corp, no?
B-Corp doesn't really mean anything.
Well, so the whisper numbers I heard was that their revenue run rate for this year was in the $4 to $6 billion range, which is a little higher than that. So you're right, if it's really more like 3.4, this valuation is about 50 times current revenue. But if it's more like 5 billion, then it's only 30 times. And if it's growing 100% year over year, it's only 15 times next year.
So depending what the numbers actually are, the $150 billion valuation could be warranted. I don't think 15 times... Ford, ARR is a high valuation for a company that has this kind of strategic opportunity. I think it all comes down to the durability of its comparative advantage here. I think there's no question that OpenAI is the leader of the pack. It has the most advanced AI models.
It's got the best developer ecosystem, the best APIs. It keeps rolling out new products. And the question is just how durable that
advantages is there really a moat to any of this for example meta just announced llama 3.2 which can do voice and this is roughly at the same time that open ai just released its voice api so the open source ecosystem is kind of hot on open ai's heels the large companies google microsoft so forth. They're hot on their heels too, although it seems like they're further behind where Meta is.
And the question is just, can OpenAI maintain its lead? Can it consolidate its lead? Can it develop some moats? If so, it's on track to be the next trillion dollar big tech company. But if not, it could be eroded and you could see the value of OpenAI get commoditized. And we'll look back on it as kind of a cautionary tale.
Are you using 01 Preview or 01 Mini?
Well, yeah, I mean, this is pretty impressive. And just to build on what Freeberg was saying about chain of thought, where this all leads is to agents, where you can actually tell the AI to do work for you, you give it an objective, it can break the objective down into tasks, and then it can work each of those tasks.
And OpenAI at a recent meeting with investors said that PhD level reasoning was next on its roadmap, and then agents weren't far behind that. they've now released at least the preview of the PhD-level reasoning with this O1 model. So I think we can expect an announcement pretty soon about agents.
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