Seth Figerman
speaker
116 appearances
8 recordings
1 series
first heard Nov 2025
last heard 15 Jun
Seth Figerman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in May 2026 with 3.
Appearances
Now we're seeing a really important vector is who can do better at getting businesses to understand and adopt that technology in their day-to-day work.
Yeah, I mean, on some level, this is being pitched as a separate venture, but OpenAI will be the majority owner and in control of it, according to the sourcing that we have here, which suggests that they will have a key role in dictating how this proceeds.
And I think, again, the idea is rather than OpenAI on its own balance sheet, within its own ranks, figuring out how to get their technology into the hands of more business leaders, they will now work with this consortium of partners and investors across thousands of potential portfolio companies to do that work.
Again, it speaks to the moment that we're in right now.
These two companies are following somewhat similar playbooks to bolster revenue and business traction heading into the potential IPOs.
You know, I'd say probably more the revenue side of things.
Ultimately, this company is still growing pretty fast, but if they fall short of their own expectations, even by a modest amount, it might affect the wider AI ecosystem.
As a reminder, as we've reported, OpenAI has increasingly set itself up at the center of this complex web of investments from chip suppliers and cloud providers.
And if it has to reduce in any form its commitment to infrastructure spending, it could have ripple effects for the wider AI
Yeah, I think that they're partners.
And ultimately, if OpenAI has to rethink the hundreds of billions of dollars that it plans to spend in the next five to 10 years on data centers and chips, that could have ripple effects for a lot of these partners.
Now, I will say, Ed, you alluded to some pushback here.
We're also hearing directly from OpenAI in a statement that they're saying...
Their business is firing on all cylinders, quote, end quote, right now with strong growth in their nascent advertising efforts on the consumer side, as well as with their enterprise product.
Now, they're not spelling out their financial details.
Neither is the Wall Street Journal.
I think it certainly matters in probably a couple different ways.
One, if their business is not where they want it to be, that's going to add pressure for them to maybe delay a little bit longer before going public.
But two, if the question here is why are they not where they want to be, it seems likely that it's because of the pressure they're facing from Google and Anthropic, the latter of which also wants to go public as soon as this year.
So if it's facing off against a possibly ascendant rival, that's going to make it even that much harder to
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