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▶ 43:51 · $THRIVE-CAPITAL · Thrive Capital's Josh Kushner praised as sole 'MVP' investor with relentless proactive support
episode briefing
Invest Like The Best

Sam Altman on AGI, Compute, and Human Agency

2026-07-28 · 5 company · 20 thematic
sentiment
5 bull0 bear0 neu
speakers
sam altman

CEO of OpenAI since 2019; previously president of Y Combinator (2014-2019); early investor in Stripe; leads OpenAI's transition from research lab to product company to infrastructure utility.

quote
“Josh Kushner, absolute MVP investor, unbelievable, has like worked around the clock for what feels like years to help us. He is the only investor that I could point to that is proactively incredibly helpful all the time.”
—sam altman

episode shorts · 6

Sam Altman on Living Through the Singularity

Why Sam Altman Isn’t an AI Jobs Doomer

Sam Altman: Why AI Data Centers Belong in the Desert

OpenAI Had to Pause AI Training—Here’s Why

Sam Altman: We’ve Lost All Sense of Scale

Sam Altman: “I’m Tired”

now playing · $THRIVE-CAPITAL
$OPENAIbullish· highsam altman
OpenAI targets foundational intelligence platform like electricity, avoids vertical applications
OpenAI aims to provide the full stack of models, compute, and infrastructure as a horizontal platform enabling others to build applications, deliberately not competing in vertical…
$MSFT···bullish· highsam altman
Altman names Microsoft as first cloud partner to back OpenAI's massive compute bet
Microsoft was the first cloud provider to commit to OpenAI's unprecedented compute demand, enabling the infrastructure buildout that powered GPT-4 and beyond.
$ORCL···bullish· highsam altman
Altman cites Oracle as major cloud partner for OpenAI's compute infrastructure
Oracle Cloud became a significant infrastructure partner for OpenAI, validating its AI-focused cloud strategy and capacity to support frontier model training.
$NVDA···bullish· highsam altman
Altman calls Nvidia a tremendous partner for OpenAI's chip and systems needs
Nvidia's GPUs and partnership have been critical to OpenAI's ability to secure and scale the compute required for frontier model development.
$THRIVE-CAPITALbullish· highsam altman
Thrive Capital's Josh Kushner praised as sole 'MVP' investor with relentless proactive support
Thrive Capital provides exceptional, constant operational support to portfolio companies, a rarity among investors who typically only react when asked.