Compute scaling and timelines

Andrew and Justin walk through OpenAI CFO Sarah Frier's latest blog post digging into the company's annual revenue compared to its current demand, alongside some thoughts shared by Sarah with Andrew on the official OpenAI Podcast. The two also dig into OpenAI's announcement of ads in its free tier and what it might for the future of the platform before digging into some of the discovery coming out of the Elon-OpenAI lawsuit.

Chapters

00:00 - Intro

00:44 - Revenue and Demand for ChatGPT

10:29 - OpenAI Ads

22:08 - Elon Musk's Lawsuit (and general Elon thoughts)

34:16 - Wrap-up (and brief thoughts on the Cerebras deal)

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