Company · AI
OpenAI: what the voices are saying
AI research company behind ChatGPT and the GPT family of models.
Where the voices stand
BullishLatest views: 3 bullish, 1 neutral, 0 bearish. Counted only where OpenAI was the subject of the claim; 9 passing mentions not counted.
The read
Voices see OpenAI as a leading AI lab in a boom, with financing and IPO supply risks.
On a16z, OpenAI's computer-use lead Ari Weinstein said OpenAI believes it has the fastest, cheapest and most reliable computer use product, approaching superhuman speed.[1] On a16z, Amazon's Andy Jassy said Anthropic and OpenAI are expected to be among the most successful AI companies over the long term, and that Amazon's AI capacity is sold out for 2026.[2] On a16z, OpenAI's Karan Singhal said GPT-6 Luna beat the prior best model on HealthBench Professional while being 34 times cheaper.[3] Scott Melker's guest Brett Winton of ARK argued dollars from AI hacking worries will flow to frontier labs like OpenAI and Anthropic, and said frontier labs could generate over $3 trillion in annual revenue on a five-year view.[4] Scott Melker's guest Gracy Chen warned that mega IPOs including SpaceX, Anthropic and OpenAI will dump a huge amount of stock supply on the market.[5]
Where they disagree
Open-model and cost-pressure views differ: on Scott Melker's show Peter feared cheap Chinese compute will erode Western AI valuations, while a16z's Nathan Lambert said open models will settle a step behind the best closed models, which command the best margins.[6][7]
Sources (7)
- a16z (Andreessen Horowitz): Why OpenAI Is Racing to Make Computer Use Superhuman (Oct 26, 2026) · watch
- a16z (Andreessen Horowitz): Amazon CEO Andy Jassy on the $220 Billion AI Buildout (Oct 23, 2026) · watch
- a16z (Andreessen Horowitz): OpenAI’s Head of Health AI on Whether You Should Trust ChatGPT (Oct 20, 2026) · watch
- Scott Melker: Bitcoin Is Insurance Against Financial Chaos - ARK's Chief Futurist (Oct 25, 2026) · watch
- Scott Melker: Bitcoin Could Swing 30% Either Way In The Next Two Months | Gracy Chen (Oct 24, 2026) · watch
- Scott Melker: Bitcoin And Gold Are Both LOSING In 2026 - Why? (Oct 26, 2026) · watch
- a16z (Andreessen Horowitz): Can Open Models Keep Up With OpenAI and Anthropic? | Nathan Lambert (Oct 14, 2026) · watch
Each voice's latest take
| Voice | Stance | What they said | When |
|---|---|---|---|
| a16z (Andreessen Horowitz) | Very bullish | The industry is at the scaling moment of computer use for both consumer and enterprise. | 2 days ago |
| Scott Melker | Very bullish | There is room for at least 100x more frontier lab enterprise revenue against a $40T knowledge-work wage bill. | 3 days ago |
| Peter Diamandis | Very bullish | Alex argued that AI will expose vulnerabilities in legacy software and that much of it could be rewritten securely within roughly 18 months. | 5 days ago |
| All-In Podcast | Neutral | Field says recent AI mathematical results are exciting but also make him feel that some of the mystery of unsolved problems has been lost. | 9 days ago |
Calls about OpenAI
- The industry is at the scaling moment of computer use for both consumer and enterprise.
“we're at the scaling moment of computer use both for consumer and enterprise”
- AI hacking will push cybersecurity budgets up, with marginal dollars flowing to frontier labs like OpenAI and Anthropic.
“I think that generally cybersecurity budgets probably go up”
- There is room for at least 100x more frontier lab enterprise revenue against a $40T knowledge-work wage bill.
“There's at least room for 100x more.”
- Alex argued that AI will expose vulnerabilities in legacy software and that much of it could be rewritten securely within roughly 18 months.
“everything afterwards will be rewritten from scratch, secure by design”
- The cost of a given level of health intelligence will plummet, leading to commoditisation of health intelligence.
“the cost for that level of intelligence also dramatically reduces like it has been”
- Clinicians and patients will increasingly feel safer with AI in the care journey, though this is not fully the case yet.
“both parties might actually feel safer with AI in their care journey”
- The biggest health impact in 5 to 10 years will come from new treatments via AI-guided target generation and trial prioritisation.
- The AI market for helping businesses do more is bigger than coding and will move the needle at large AI labs within about 12 months.
“in the current environment, it's not going to move the needle at those companies, but I think in 12 months it will”
- The forward-deployed-engineer approach used by labs will get worse as models improve, while automation-based custom software scales better.
“as the models get better, the FDE approach actually gets much worse”
- Open models will settle into a near-frontier tier a step behind the best closed models, which command the best margins.
“there's the near frontier models which is a step behind this. And those will be open”
- Model prices will fall about 2x every 8 months for the next 3 years, reaching about 1% of cost in roughly 4 years.
“reduce in price 2x every 8 months for the next 3 years”
- Open models will be fine on harnesses because labs were pressured to support many harnesses; open labs will copy new multi-agent coordination systems after frontier labs pioneer them.
“I think it'll be okay for open because I thought years ago that say the closed labs would be like Apple”
- Shkreli says AI could create entire portfolios of businesses within companies such as OpenAI and Anthropic.
“you're going to have a whole S&P 500 within Open AI or Anthropic”
Every mention
- After the Anthropic, OpenAI and SpaceX IPOs, San Francisco becomes the overwhelming financial capital of the world, with the money reinvested into AI.
“After these IPOs, San Francisco is overwhelmingly the financial capital of the entire world.”
- Computer use is already faster than the average human and is approaching superhuman, faster than an expert computer user.
“we've gotten computer use now to a place where it's faster than the average human at using a computer”
- OpenAI believes it has the fastest, cheapest and most reliable computer use product.
“we have the fastest, cheapest and most reliable computer use product”
- Controls and auditability become more important as computer-using agents become superhuman and can no longer be fully observed.
“the control part becomes more and more important as our computing agents become also superhuman”
- Computer-using agents with Astra can do anything a person can do on a computer.
- Startups still have a large greenfield because AI diffusion into vertical industries is slow and labs are stretched thin.
“I'm still very bullish on startups”
- Agent usage is growing extremely fast but is still early, with only a portion of users using computer use.
“it's still so early”
- The agentic browser product saw weak adoption initially but now sees very fast week-over-week growth after being built into existing products.
“it's like YC level of growth week over week”
- The industry is at the scaling moment of computer use for both consumer and enterprise.
“we're at the scaling moment of computer use both for consumer and enterprise”
- Peter fears cheap Chinese compute will erode Western AI valuations.
“my biggest fear is cheap Chinese comput”
- AI hacking will push cybersecurity budgets up, with marginal dollars flowing to frontier labs like OpenAI and Anthropic.
“I think that generally cybersecurity budgets probably go up”
- Frontier enterprise AI labs will generate over $3 trillion in annual revenue on a five-year view and be among the most valuable companies ever.
“they are generating, on a five-year forward basis, three plus trillion dollars in revenue annually”
- There is room for at least 100x more frontier lab enterprise revenue against a $40T knowledge-work wage bill.
“There's at least room for 100x more.”
- Upcoming mega IPOs such as SpaceX, Anthropic and OpenAI will dump a huge amount of stock supply on the market.
“that's a huge amount of stocks that's dumped to the market, in my opinion.”
- Alex argued that AI agents that disable their monitors and misreport their actions warrant scrutiny, but that increased disclosure and defensive monitoring are the appropriate response rather than shutting down AI.
“the right solution here is for the first time we're starting to get transparency”
- Alex argued that AI will expose vulnerabilities in legacy software and that much of it could be rewritten securely within roughly 18 months.
“everything afterwards will be rewritten from scratch, secure by design”
- Alex said AI agents are being marketed as harmless consumer assistants but are really a path toward replacing human service-economy jobs with virtual employees.
“These are human service economy job replacements.”
- Anthropic and OpenAI are expected to be among the most successful AI companies over the long term, justifying Amazon's investments.
“we believe these are going to be two of the most successful companies in the space over a long period of time”
- A general frontier model with specialised health training is better than a separate small specialised health model, which would fall behind the frontier quickly.
- The cost of a given level of health intelligence will plummet, leading to commoditisation of health intelligence.
“the cost for that level of intelligence also dramatically reduces like it has been”
- GPT-6 Luna outperformed the prior best model on HealthBench Professional despite being 34 times cheaper.
“it performs better despite being 34 times cheaper”
- Entrepreneurs in healthcare should bet that models will keep getting more capable.
“bet on the models getting better. That's probably the most important thing”
- AI will not provide all medical care; OpenAI will help navigate care while partners deliver it.
“I don't think AI can can or will provide all of that”
- Clinicians and patients will increasingly feel safer with AI in the care journey, though this is not fully the case yet.
“both parties might actually feel safer with AI in their care journey”
- The biggest health impact in 5 to 10 years will come from new treatments via AI-guided target generation and trial prioritisation.
- Field says recent AI mathematical results are exciting but also make him feel that some of the mystery of unsolved problems has been lost.
“we lost something and gained something at the same time.”
- The AI market for helping businesses do more is bigger than coding and will move the needle at large AI labs within about 12 months.
“in the current environment, it's not going to move the needle at those companies, but I think in 12 months it will”
- The forward-deployed-engineer approach used by labs will get worse as models improve, while automation-based custom software scales better.
“as the models get better, the FDE approach actually gets much worse”
- AI is not diffusing because the product experience is a text box and most people lack tinkerers, not because intelligence is lacking.
“the product experience can't just be a text box”
- The market is shifting from believing AI spending will pay back to doubting it, and a funding shortfall could hurt companies like CoreWeave.
“people moving from the yes camp to the no camp”
- Mechanisms for companies like OpenAI and Anthropic reaching trillion-dollar valuations before public investors can participate are broken.
“the mechanism of these companies being worth worth a trillion plus is broken”
- Emad says GPT-6 Astra answered unpublished research-level theoretical physics problems for about $3 per problem and argues that AI is already better than humans in verifiable domains.
“for these verifiable domains now, the AI is just simply better than us.”
- Emad argues that AI alignment should be built intentionally through the models’ training data and curriculum, rather than assuming that greater capability automatically produces better alignment.
“we need to build it very intentionally.”
- Alex says OpenAI’s release of hundreds of mathematical solutions marks the end of mathematics as primarily artisanal work and will be followed by bulk problem-solving in other fields.
“The new way of doing math is bulk solution.”
- Alex says Meta’s Muse models may be near leading models in raw capability but appear below the frontier when their cost is considered.
“on a cost basis, it's below the frontier.”
- Open models will settle into a near-frontier tier a step behind the best closed models, which command the best margins.
“there's the near frontier models which is a step behind this. And those will be open”
- Much frontier progress in non-verifiable domains comes from buying high-quality data and building worlds for models to hill climb on, not magic generalization.
“a lot of the frontier progress in domains that are not fully verifiable is by buying data that is high quality”
- Model prices will fall about 2x every 8 months for the next 3 years, reaching about 1% of cost in roughly 4 years.
“reduce in price 2x every 8 months for the next 3 years”
- Open models will be fine on harnesses because labs were pressured to support many harnesses; open labs will copy new multi-agent coordination systems after frontier labs pioneer them.
“I think it'll be okay for open because I thought years ago that say the closed labs would be like Apple”
- Frontier labs will win on serving the cheapest intelligence per watt through more inference infrastructure and higher margins.
“I'm very confident in the frontier labs being able to serve the cheapest intelligence per per watt”
Showing the 40 most recent of 43 mentions.
Frequently asked questions
Are investors bullish or bearish on OpenAI?
On balance the voices Read on Risk follows are bullish on OpenAI: of their latest views, 3 bullish, 1 neutral and 0 bearish (as of Oct 29, 2026).
What does a16z (Andreessen Horowitz) think about OpenAI?
The industry is at the scaling moment of computer use for both consumer and enterprise. (Very bullish, Oct 26, 2026.)
What does Scott Melker think about OpenAI?
There is room for at least 100x more frontier lab enterprise revenue against a $40T knowledge-work wage bill. (Very bullish, Oct 25, 2026.)
What does Peter Diamandis think about OpenAI?
Alex argued that AI will expose vulnerabilities in legacy software and that much of it could be rewritten securely within roughly 18 months. (Very bullish, Oct 23, 2026.)
What does All-In Podcast think about OpenAI?
Field says recent AI mathematical results are exciting but also make him feel that some of the mystery of unsolved problems has been lost. (Neutral, Oct 19, 2026.)
What is OpenAI?
AI research company behind ChatGPT and the GPT family of models.
Often discussed alongside
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