Big Technology

Big Technology

Sam Altman on OpenAI’s Plan to Win, AI Personalization, Infrastructure Math, and The Inevitable IPO

OpenAI's CEO joins Big Technology for a candid discussion covering OpenAI's strategy, its product ambitions, its ability to pay for $1 trillion+ in infrastructure, going public, and much more.

Alex Kantrowitz's avatar
Alex Kantrowitz
Dec 18, 2025
∙ Paid

When Sam Altman walks into the studio at OpenAI’s San Francisco headquarters on Tuesday, the building is in a heightened state of alert. Google’s impressive Gemini 3 model has sent OpenAI into a ‘Code Red’ and concerns about the increasingly turbulent AI infrastructure buildout are mounting.

Amid it all, Altman comes in ready to address OpenAI’s strategy…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Alex Kantrowitz · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture