Sacks estimates 90% of AI revenue goes to OpenAI, giving them dominant consumer position.
“And if you look at AI revenue, I think something like 90% of it is going to OpenAI. I mean, they have the dominant position among consumers.”
Sacks reports GPT 5.5 is built on SPUD, OpenAI's first new base model in over a year.
“GPT 5.5 is based on a new base model called SPUD, which is the first base model upgrade they've done in, I don't know, over a year.”
Sacks reports OpenAI's growth accelerated to over 20% monthly after pivoting to coding.
“I've heard that over the past two months, that growth rate is now over 20% month over month, which if you extrapolate it out over twelve months, would be a 10 x growth rate.”
Sacks predicts Dario and OpenAI will fund and control the AI safety standard-setting body.
“Dario and OpenAI, they're gonna fund the whole thing. They're gonna contribute all the compute. They're gonna be behind it. They're gonna be the ones coordinating with the government officials.”