OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026 · 32:02
All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026 · 32:02
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(0:00) OpenAI CFO Sarah Friar joins the show!
(0:31) How OpenAI thinks about its IPO timeline
(3:31) OpenAI, Anthropic, Google: The AI arms race
(7:43) Navigating the compute crunch and AI bottlenecks, device preview!
(15:53) OpenAI's economics
(26:08) Push into chips, the cloud
(29:32) OpenAI's ad business and strategy
Thanks to our partners for making this possible!
EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Episodes: All-In with Chamath, Jason, Sacks & Friedberg
