OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
June 2, 2026 · 32 min
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Show notes
() OpenAI CFO Sarah Friar joins the show!
() How OpenAI thinks about its IPO timeline
() OpenAI, Anthropic, Google: The AI arms race
() Navigating the compute crunch and AI bottlenecks, device preview!
() OpenAI's economics
() Push into chips, the cloud
() OpenAI's ad business and strategy
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