"Sam Altman had appeared on the BG2 Podcast, which is from a couple of venture capitalists, and Brad Gerstner had asked him a very, like the kind of question that if you're in PR 101, you're expecting, which is how are you gonna pay for all this CapEx? Altman, his reaction was almost like, "I'm above having to answer this question." And it's like, no, that is the one question you need a solid answer on."
"One of my favorite, podcasters is Tyler Cowen, and he does Conversations With Tyler. I dunno if I shared this episode with you, but he also interviewed Sam Waltman. I think the episode dropped within a week of the BG2 one. One of the things I was, it was just ironic, and I'm not saying that this is bearish for the AI sector. He kept asking Sam these questions about, you know, "How do you leverage yourself? How are you achieving this growth?""
Sam Altman appeared on the BG2 Podcast and faced a direct question from Brad Gerstner about how OpenAI will fund capital expenditures. Altman responded dismissively, suggesting he was above answering that practical question. Commentators found that reply troubling given the importance of clear CapEx plans. In a separate interview with Tyler Cowen, Altman repeatedly credited hiring talented people and local experts rather than AI for developing market-specific expertise. Cowen asked why AI could not be used to gain that knowledge, and Altman emphasized subtlety and nuance that he said only experts provide, which surprised listeners.
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