Brad Carson on AI ethics caveats from tech companies being toothless against DoD use.

“The fig leaves people are putting in front of themselves are no protection at all. You like OpenAI and Gemini both said like, well, we're going to do these things. Well, then there's like a caveat at the bottom where the DoD says we're going to use it for all lawful uses. And all the things I said I don't really love personally. They're all lawful, right? That's the problem.”

OpenAI's stateless APIs will remain exclusive to Azure through 2030, making Azure the sole cloud distribution channel for OpenAI's core inference products for at least five years.

“We are keeping what Satia termed once and I think it's a great phrase of stateless APIs on Azure exclusively through 2030.”

Microsoft has royalty-free access to OpenAI frontier model IP for seven more years from the time of recording.

“Having a royaltyfree let's even forgetting all the knowhow and the knowledge side of it but having royalty-free access all the way till seven more years gives us a lot of flexibility business model wise.”

Korgi spends approximately $400,000 per month on Anthropic and zero dollars on OpenAI.

“Given that we spend maybe like $400,000 per month on Anthropic and $0 on OpenAI at the moment.”

GPT-5.2 Pro conjectured the formula for single-minus gluon amplitudes that humans had been unable to simplify for a year, and a separate internal OpenAI model then proved it.

“The final formula was first conjectured by GPT 5.2 pro and then proved by an internal OpenAI model.”

Brad Carson explains why DoD 'lawful use' clauses neutralize ethical restrictions that AI companies embed in their government contracts, making those restrictions functionally meaningless.

“The fig leaves people are putting in front of themselves are no protection at all. You like OpenAI and Gemini both said like, well, we're going to do these things. Well, then there's like a caveat at the bottom where the DoD says we're going to use it for all lawful uses. And all the things I said I don't really love personally. They're all lawful, right? That's the problem.”

GPT-5.2 Pro independently completed a graviton amplitude calculation (mathematically distinct from its gluon anchor) with no further human input, suggesting frontier reasoning capability in theoretical physics.

“GPT Pro with the gluon paper as an anchor was able to do the graviton calculation, which is really different mathematically, completely on its own.”

Approximately 95% of OpenAI API calls made by SaaStr's AI VP agents use the cheaper Mini model, not advanced models like Sonnet or Opus.

“About 95% of the Open AI calls we're using are with Mini.”

Giving away GPT-4 for free was both revenue positive and retention positive for OpenAI, contradicting the conventional wisdom to keep premium model tiers behind a paywall.

“We just gave it away for free and that ended up being totally revenue positive and retention positive.”

Satya Nadella on OpenAI consistently exceeding its business plans presented to Microsoft.

“There is not been a single business plan that I've seen from OpenAI that they have put in and not beaten it.”