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greg brockman

T2 · manager / operator

Greg Brockman is the co-founder and president of OpenAI, previously employee #4 and CTO at Stripe. He describes himself as 'chief builder' at OpenAI, leading compute strategy, research, and product development including Codex and Chronicle.

2 calls·1 name·100% bull·last heard 17 days ago·TBPN+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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highest conviction · one per company
1sthigh conviction
$OPENAIOpenAIposition

OpenAI president says compute constrained, demand unlimited, AGI 80% achieved

OpenAI's business is fundamentally compute-constrained: they buy, rent, and build compute to resell intelligence at a margin, and demand for intelligence is unlimited. Scaling laws show no wall, and models are already ~80% to AGI, with agentic tools like Codex and Chronicle transforming knowledge work by shifting the bottleneck from doing to human attention.

Sequoia Capital2026-04episode →

most discussed · click a bar to filter

  • $OPENAI

recurring themes

  • Frontier AI Models2
  • AI Infrastructure1
  • AI Coding Agents1
  • AI Agents1
  • Enterprise AI Adoption1
2 total
$OPENAI
OpenAI
HIGHgreg brockman·TBPN·17 days ago·GG Navier Stokes, Math Wars, Greg Brockman Joins, Scott Wu Joins, The Seufenator Joins
OpenAI solves Navier-Stokes millennium problem; Astra computer-use agent hits new threshold
OpenAI's model solved the Navier-Stokes millennium prize problem, demonstrating ability to generate new mathematical knowledge; Astra represents a threshold in computer-use agents enabling 3D modeling, physical design, and persistent delegation, with health as a major vertical (300M weekly queries).
"Today we announced that our model had solved the Navier Stokes problem... that we found a counter example or a sort of proof that these theoretical equations do have a singularity…"
130:55
$OPENAI
OpenAI
HIGHgreg brockman·Sequoia Capital·5 months ago·OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck· position
OpenAI president says compute constrained, demand unlimited, AGI 80% achieved
OpenAI's business is fundamentally compute-constrained: they buy, rent, and build compute to resell intelligence at a margin, and demand for intelligence is unlimited. Scaling laws show no wall, and models are already ~80% to AGI, with agentic tools like Codex and Chronicle transforming knowledge work by shifting the bottleneck from doing to human attention.
"We buy, rent, build compute, and we resell it at a margin. That's it. As long as the margin's positive, then you want to scale it because the demand for solving problems, the dema…"
1:05
9
AI Infrastructuretailwind
GPU compute availability in 2026 rounds to zero, driving aggressive compute procurement
Compute is the hard constraint for AI scaling: AWS's Matt Garman indicates GPU availability in 2026 rounds to zero, and OpenAI is constantly hunting for more compute because demand for intelligence is unlimited and they cannot ramp fast enough to keep up.
9
AI Coding Agentstailwind
Agentic coding tools shifted from writing 20% to 80% of code in months, enabling solopreneur-scale businesses
Coding agents like Codex have rapidly moved from side tools to primary development drivers, writing 80% of code and enabling individuals to build complex systems (e.g., a systems engineer woke up to a fully implemented and optimized spec). This lowers the cost of prototyping to near zero and shifts bottlenecks to sharing and governance, allowing solopreneurs to build venture-scale businesses.
9
Frontier AI Modelstailwind
AI solves millennium math problems; computer-use agents cross usability threshold
OpenAI's solution of Navier-Stokes proves models can generate new fundamental knowledge; Astra computer-use agent enables 3D modeling, physical design, and persistent delegation, shifting AI from chat to proactive amplification across health (300M weekly queries), coding, and creative work.
8
AI Agentstailwind
OpenAI sees vertical adoption wall for agentic AI with Astra milestone
Greg Brockman describes an almost vertical wall of agentic adoption since launching ChatGPT work, with Astra reaching a true milestone in computer use that unifies chat and agentic modes into a new form factor where AI operates computers like humans do.
8
Enterprise AI Adoptiontailwind
OpenAI vertically integrating AI agents into finance, sales, IT with dedicated teams building domain-specific skills
OpenAI is deploying agents internally across functions (finance, sales, IT) via dedicated teams that deeply understand each domain, build custom skills, and modify the Codex UI — then externalizing those capabilities to customers. This vertical-by-vertical approach creates a flywheel where internal dogfooding produces enterprise-ready products.
8
AI in Healthcaretailwind
OpenAI building three-pillar healthcare platform with 300M weekly health queries
OpenAI is pursuing consumer, clinician, and enterprise healthcare pillars simultaneously — 300M weekly health queries, Epic integration, and a vision to solve clinical trial enrollment and fragmented patient records through a unified AI healthcare platform.
8
AI Drug Discoverytailwind
AI achieving physics breakthroughs thought impossible, with biology renaissance expected within a year
OpenAI models have produced physics formulas that serious physicists deemed impossible, marking steps toward quantum gravity. Biology is next: having learned to handle messy reality in software engineering (adversarial codebases, human interruptions), OpenAI expects a renaissance in scientific discovery with big results this year and a 'totally wild' time next year.
7
Frontier AI Modelstailwind
OpenAI model solves Navier-Stokes millennium problem, unlocking scientific discovery
OpenAI's model found a counterexample to the Navier-Stokes millennium problem, demonstrating that frontier models can now generate new mathematical knowledge and accelerate solutions to previously intractable scientific problems.