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Big Technology Podcast

Sam Altman: How OpenAI Wins, AI Buildout Logic, IPO in 2026?

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6395 Ratings

🗓️ 18 December 2025

⏱️ 61 minutes

🧾️ Download transcript

Summary

Sam Altman is the CEO of OpenAI. Altman joins Big Technology Podcast to discuss OpenAI's plan to win in a tightening AI race. Altman dissects his company's strategy, where he sees OpenAI having an advantage, and where he expects his product lineup to go in 2026 and beyond. We discuss AI memory and personalization, the distribution vs. product debate, how OpenAI will pay for its infrastructure buildout, AI devices, AI clouds, whether we've hit AGI yet, and plenty more. Tune in for an exclusive, 1-on-1 discussion with the AI industry's top catalyst. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

You know, that 1.4 trillion you mentioned, we'll spend it over a very long period of time.

0:03.0

I wish we could do it faster.

0:04.3

I think it would be great to just lay it out for everyone once and for all how those numbers are going to work.

0:09.6

Exponential growth is usually very hard for people.

0:12.2

OpenAI CEO Sam Altman joins us to talk about OpenAI's plan to win as the AI race Titans,

0:18.4

how the infrastructure math makes sense and when an OpenAI IPO might be coming.

0:23.7

And Sam is with us here in studio today.

0:26.5

Sam, welcome to the show.

0:27.4

Thanks for having me.

0:28.4

So OpenAI is 10 years old.

0:31.1

It's crazy to me.

0:32.0

Chatchiputee is three.

0:33.7

But the competition is intensifying.

0:36.8

This place where at OpenAI headquarters was in a code red, is in a code red after Gemini 3 came out. And everywhere you look, there are companies that are trying to take a little bit of Open AI's advantage. And for the first time, I can remember, it doesn't seem like this company has a clear

0:55.6

lead. So I'm curious to hear your perspective on how open AI will emerge from this moment and

1:02.8

win. First of all, on the code red point, we view those as like relatively low stakes,

1:07.9

somewhat frequent things to do. I think that it's good to be paranoid and act quickly when a potential competitive threat emerges. This has happened us in the past that happened earlier this year with DeepSeek. There was a code read back then too. Yeah. There's there's a saying about pandemics, which is something like when, when a pandemic starts,

1:29.6

every bit of action you take at the beginning is worth much more than action you take later.

1:33.8

And most people don't do enough early on and then panic later.

1:35.9

And you certainly saw that during the COVID pandemic.

1:40.5

But I sort of think of that philosophy is how we respond to competitive threats.

1:46.0

And, you know, I think it's good to be a little paranoid.

...

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