AI · last 30 days

OpenAI: what the voices are saying

2 voices mentioned OpenAI 10 times in the last 30 days. On balance they are bullish: 1 bullish, 0 bearish. Last mentioned yesterday.

Each voice's latest take

VoiceStanceWhat they saidWhen
Peter DiamandisVery bullishAlex said AI agents are being marketed as harmless consumer assistants but are really a path toward replacing human service-economy jobs with virtual employees.yesterday
All-In PodcastNeutralField says recent AI mathematical results are exciting but also make him feel that some of the mystery of unsolved problems has been lost.5 days ago

Every mention

  • 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”
    Very bullishPrediction: legacy software rewritten securely (roughly 18 months)Alex, Peter Diamandis, Oct 23, 2026Episode summaryWatch at 58:12#OpenAI
  • 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.”
  • 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.”
    NeutralDylan Field, All-In Podcast, Oct 19, 2026Episode summaryWatch at 38:36#OpenAI
  • Emad says GPT-6 Astra answered unpublished research-level theoretical physics problems for about $3 per problem and argues that AI is already better than humans in verifiable domains.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.”
  • 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”
    Very bullishPrediction: an S&P 500-sized collection of businesses within AI companiesMartin Shkreli, All-In Podcast, Oct 12, 2026Episode summaryWatch at 17:18#OpenAI#Anthropic
  • Shkreli says he would invest in OpenAI and believes its combination of strong models and hardware delivery is strategically valuable.
    “Yeah. Uh yes, so we have Open AI obviously”
    Very bullishMartin Shkreli, All-In Podcast, Oct 12, 2026Episode summaryWatch at 19:27#OpenAI

Frequently asked questions

Are investors bullish or bearish on OpenAI right now?

Over the 30 days to Oct 25, 2026, the voices we follow were bullish on balance: 1 bullish, 0 bearish, 1 neutral, based on each one's latest comment.

What does Peter Diamandis think about OpenAI?

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. (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.)

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Read on Risk summarises what other people said in public videos and podcasts. Summaries are generated by AI and checked by code against the transcript, but can still be wrong; follow the source links before relying on anything. This is not investment advice and nothing here is a recommendation to buy or sell. Disclaimer ·How this works