OpenAI CFO、サラ・フライアー氏の最新インタビューを徹底解説!週間8億ユーザー、売上2年で13倍という爆発的成長の裏側、そして「国家規模の電力」が必要な理由とは?AIバブル論への明確な回答も。00:00 - 冒頭:AIバブルとOpenAI CFO01:33 - 爆速成長の実態:8億WAU/売上13倍04:00 - 企業導入の実例とコマース連携09:46 - AI電力時代:コンピュート制約と電力試算18:29 - 資金調達戦略:株式・FCF・ミダスタッチ21:48 - 政府保証(バックストップ)の是非26:30 - IPO否定と成長優先の財務戦略30:11 - AIバブル観:長期計量と本質的価値36:07 - まとめ:要点復習と今後の注目YouTube:https://youtu.be/PGMDz-gJJco
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
Trump $82 Million Bond Spree, Brazil Tariffs 'Too High,' More
16 Nov 2025
Bloomberg News Now
Ex-Fed Gov Resigned After Rules Violations, Trump Buys $82 Mil of Bonds, More
16 Nov 2025
Bloomberg News Now
THIS TRUMP INTERVIEW WAS INSANE!
16 Nov 2025
HasanAbi
Epstein Emails and Trump's Alleged Involvement
15 Nov 2025
Conspiracy Theories Exploring The Unseen
New Epstein Emails Directly Implicate Trump - H3 Show #211
15 Nov 2025
H3 Podcast
Trump Humiliates Himself on FOX as They Call Him Out
15 Nov 2025
IHIP News