Claims

DeepSeek’s public pricing and open-weight releases materially compressed the clearing price for high-throughput chat and reasoning APIs in early 2025, and incumbents’ subsequent cuts were not cosmetic.

In 2023 and early 2024, some high-performing organizations were already reporting measurable EBIT impact from gen AI within business operations, with some pathways to value on roughly annual—not decadal—horizons.

Despite its expensive price tag, the technology is nowhere near where it needs to be in order to be useful. Overbuilding things the world doesn't have use for, or is not ready for, typically ends badly.

AI will affect almost 40 percent of jobs around the world, replacing some and complementing others.

OpenAI does not expect to turn its first profit until 2029, when it expects its annual revenue could reach $100 billion.

I think over the next five to 10 years, a lot of those capabilities will start coming to the fore and we'll start moving towards what we call artificial general intelligence.

There's a good chance it'll be here in 10 years or less now.

AI could boost labor productivity growth across the developed world by about 1.5 percentage points per year over a 10-year horizon, which could translate into a more than $4 trillion increase in annual global GDP.

GPT-5 could be a significant leap forward, but there's still a lot of work to do on it.

We are now confident we know how to build AGI as we have traditionally understood it

We think that we'll be able to have driverless Teslas doing paid rides next year,

Everybody got super excited last year, but we are running out of improvements; at least for a little while, things are slowing down

The most important thing and it sounds like the most boring thing I can say... the models are just going to get smarter, generally across the board,

cancer is cured, the economy grows 10% a year, the budget is balanced—and 20% of people don't have jobs.

OpenAI will be cash-flow positive by 2024.