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sarah friar

T3 · host / generalist

Chief Financial Officer of OpenAI. She previously served as CEO of Nextdoor and CFO of Square, now Block.

13 calls·13 names·77% bull·last heard 2 months ago·All-In Podcast
track record

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

top calls

highest conviction · one per company
1sthigh conviction
$ORCLOracleposition

Oracle Cloud partners with OpenAI for 1GW data center complex in Michigan

Oracle is a key CSP partner hosting OpenAI's 1GW data center build in Saline, Michigan, demonstrating Oracle's growing role in AI infrastructure and ability to land massive anchor tenants.

All-In Podcast2026-06→
2ndhigh conviction
$MSFTMicrosoftposition

Microsoft Azure remains OpenAI CSP partner but relationship has diversified to multi-cloud

OpenAI has moved from exclusive Azure dependency to a multi-CSP strategy (Oracle, CoreWeave, GCP, AWS, neoclouds), shifting CapEx to OpEx and reducing single-provider risk.

All-In Podcast2026-06→
3rdhigh conviction
$OPENAIOpenAIposition

OpenAI raises $122B for compute flexibility, eyes IPO as milestone not destination

Sarah Friar frames the $122B raise as creating maximum optionality for compute access, with IPO viewed as a funding milestone rather than end goal; durable company building and compute advantage are the real priorities.

All-In Podcast2026-06→

most discussed · click a bar to filter

recurring themes

13 total
$SPCX
···
SpaceX
LOWsarah friar·All-In Podcast·2 months ago
SpaceX IPO expected to be among largest ever, alongside OpenAI and Anthropic
SpaceX, OpenAI, and Anthropic could produce three of the largest IPOs in history, each potentially exceeding Saudi Aramco's $30B record, reflecting massive private-market value creation in AI and space.
"It is actually incredible that you're going to have potentially three IPOs at a scale that will be bigger even than 2001, 2000 that that time frame... the largest IPO to date was…"
1:52
$GOOGL
···
Alphabet
MEDsarah friar·All-In Podcast·2 months ago
Google Cloud added as OpenAI CSP partner; Google also building full-stack AI (chips, models, cloud)
Google is now an OpenAI CSP partner while simultaneously competing vertically with TPUs, Gemini models, and cloud — exemplifying the converging AI stack where every player does everything.
"Today, we sit on top of every CSP, Oracle, um CoreWeave, um Microsoft, GCP, AWS, and a bunch of small neoscalers."
23:54
$CRWV
···
CoreWeave
MEDsarah friar·All-In Podcast·2 months ago· position
CoreWeave named as OpenAI CSP partner in multi-cloud compute strategy
CoreWeave is listed among OpenAI's CSP partners (alongside Oracle, Microsoft, GCP, AWS), confirming its position as a key AI-native cloud provider for frontier model companies.
"Today, we sit on top of every CSP, Oracle, um CoreWeave, um Microsoft, GCP, AWS, and a bunch of small neoscalers."
23:54
$ORCL
···
Oracle
HIGHsarah friar·All-In Podcast·2 months ago· position
Oracle Cloud partners with OpenAI for 1GW data center complex in Michigan
Oracle is a key CSP partner hosting OpenAI's 1GW data center build in Saline, Michigan, demonstrating Oracle's growing role in AI infrastructure and ability to land massive anchor tenants.
"That will be, you know, sticking shovels in the ground on a 1 gigawatt data center, which is part of our Oracle complex."
9:57
$MSFT
···
Microsoft
HIGHsarah friar·All-In Podcast·2 months ago· position
Microsoft Azure remains OpenAI CSP partner but relationship has diversified to multi-cloud
OpenAI has moved from exclusive Azure dependency to a multi-CSP strategy (Oracle, CoreWeave, GCP, AWS, neoclouds), shifting CapEx to OpEx and reducing single-provider risk.
"Just two years ago, we were literally one. We had one CSP we worked with, Microsoft Azure. Today, if you look at our strategy, it's been to go, first of all, multi multiple CSPs."
23:17
$OPENAI
OpenAI
HIGHsarah friar·All-In Podcast·2 months ago· position
OpenAI raises $122B for compute flexibility, eyes IPO as milestone not destination
Sarah Friar frames the $122B raise as creating maximum optionality for compute access, with IPO viewed as a funding milestone rather than end goal; durable company building and compute advantage are the real priorities.
"We just did, you heard me on the the the sizzle reel, raise a hundred and twenty-two billion dollars in March and that was to give ourselves maximum flexibility. I feel like my jo…"
1:29
$NVDA
···
Nvidia
HIGHsarah friar·All-In Podcast·2 months ago· position
Nvidia remains OpenAI's absolute priority partner; next training run on Vera Rubin architecture
OpenAI's CFO confirms Nvidia as the frontier chip partner with the next major training run scheduled on Vera Rubin GPUs, while pursuing multi-chip strategy to avoid single-vendor dependency.
"Today, Nvidia remains our absolute priority partner. They have the frontier chip. Our next big trading run in the fall will be done on Vera Rubin's. We're really excited about tha…"
24:20
$TMO
···
Thermo Fisher Scientific
MEDsarah friar·All-In Podcast·2 months ago
Thermo Fisher cited as major enterprise customer using Codex for GTM productivity and R&D acceleration
Thermo Fisher's 38k-field sales force and R&D teams are adopting OpenAI's Codex for productivity gains, exemplifying enterprise AI adoption in life sciences with measurable efficiency impact.
"Thermo Fisher wants to be able to get um patient screening done faster so they get FDA approval faster... Those people want to be more efficient going to work. Like the the fastes…"
16:59
$SFTBY
···
SoftBank Group
MEDsarah friar·All-In Podcast·2 months ago· position
SoftBank Energy partnering with OpenAI on Texas data center build beyond CSP model
OpenAI is moving toward built-to-suit data centers with SoftBank Energy in Texas, signaling a shift from pure CSP rental to more direct capex control for long-term compute security.
"We announced a data center we're building with SoftBank Energy um down in Texas. That's the beginning of something that's beyond a CSP."
25:13
$AMD
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Advanced Micro Devices
MEDsarah friar·All-In Podcast·2 months ago· position
AMD chips in OpenAI pipeline as part of multi-chip diversification strategy
OpenAI is actively bringing AMD chips into its pipeline to ensure frontier access and avoid single-chip dependency, signaling AMD's growing role in AI training/inference.
"We also now have chips in the pipeline from AMD. Um Cerebras is already online. It's been an incredible low-latency chip, great for devs, for example, that want real-time coding."
24:36