Sam Altman Admits OpenAI Undershot Compute, and Says Codex Already Passed Cloud Code
“Badly undershot” compute: Altman says he underinvested because he “got psyched out by the financial markets.” Read it as a signal OpenAI capex only goes up Sam @ 48:13.
Codex passed Cloud Code: OpenAI entered coding agents way behind Anthropic and now, per Altman, has the tool most of the best coders he knows use. If true, Anthropic’s biggest moat is cracking Sam @ 52:02.
Sora got killed: a business Altman calls one that “would have been super successful,” cut to free up compute for coding, the same playbook that killed robotics after GPT-3 Sam @ 55:33.
“AI authoritarianism” is the mission: Altman frames OpenAI’s whole purpose as stopping centralized AI control, a policy-posture tell, not a throwaway line Sam @ 18:14.
This one is for paid subscribers. You get the full read on all three admissions, why the Codex line is the most tradeable claim in the episode, and what “everything off the critical path is disposable” means for anyone holding or shorting around OpenAI’s orbit.
