What OpenAI’s Surprise Quarter Means for the AI Race | Deirdre Bosa Live

OpenAI grew revenue to about $10 billion in the third quarter from $6.7 billion, according to figures obtained by Yahoo Finance, nearly tripling its growth rate from the quarter before. Deirdre Bosa breaks down what OpenAI's surprise quarter means for the AI race. OpenAI CFO Sarah Friar explains the company's enterprise push, the cost of serving AI agents, its in-house chip and how it plans to pay for compute. Khosla Ventures founder Vinod Khosla, an early OpenAI investor, weighs in on tokens, Nvidia and Jensen Huang. In the Loop host Ejaaz Ahamadeen joins, and Deirdre breaks down CoreWeave's earnings. Presented by Factory. 00:00 OpenAI's New Numbers 00:44 A Surprise Quarter for OpenAI 03:20 Vinod Khosla Joins the Show 03:36 Betting on One AI Lab 04:53 Is Revenue the Right Scorecard? 06:20 How to Spot a Bubble 06:49 The Rise of Open Models 07:36 The Nvidia Premium 08:44 The Custom Silicon Advantage 09:45 Do Neoclouds Lower Costs? 10:44 Why the Full Stack Wins 11:42 Dinners With Sam Altman 13:03 Has He Sold Any OpenAI Shares? 14:03 Where Khosla Is Investing Now 15:17 The Race in AI Coding 16:21 Nvidia's Crisis at the Top 18:11 Owning an NFL Team 20:00 From the Factory Floor 21:01 Meta's Cheaper Ember Model 22:49 The Personal Agent Wars 25:30 Will Consumers Switch? 27:00 Break 32:00 OpenAI CFO Sarah Friar 33:33 Keeping Enterprise Customers 35:11 When Dots Reaches Consumers 37:50 The Cost of Serving Agents 40:21 Busting the Open Model Myth 42:16 The Sovereignty Question 44:01 OpenAI's Margins 45:55 OpenAI's Own Chip 46:39 Hyperscalers Versus Neoclouds 48:48 How OpenAI Pays for Compute 49:33 Running Its Own Race 51:41 CoreWeave Earnings 54:03 Tomorrow on the Show #openai #ai #nvidia == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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