OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

(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.

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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.

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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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