The Minutes

On the record about

sam altman

4 people · 6 quotes · 10 Jun 2024 to 8 Jul 2026

Who is on this subjectordered by the date of their first quote here

4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Jun 2025 — a date, and nothing else. It is not a claim about who reached a view first.

The chronologysourced and dated, oldest first

    1. Bill Gurley

      Gurley highlights TSMC chairman publicly stating Sam Altman is too aggressive to believe.

      “There was a super interesting comment made by the new chairman of TSMC where he said, OpenAI, Sam Altman, is too aggressive for me to believe.”

      10 Jun 2024 · BG2 Pod · 26:36 · source · permalink
    1. Brad Gerstner

      Gerstner cites Sam Altman's Gentle Singularity blog arguing AGI won't arrive as sudden disruption.

      “I don't know if you read Sam Altman's blog that was out this week called the Gentle Singularity.”

      21 Jun 2025 · BG2 Pod · 14:20 · source · permalink
    2. Brad Gerstner

      Gerstner reports Altman disclosed OpenAI is doing more than $13 billion in revenue.

      “Sam came on the podcast. He was a little bit feisty. And he said, listen. We're doing more than 13,000,000,000 in revenue.”

      7 Nov 2025 · CNBC Television · 0:39 · source · permalink
    1. Dylan Patel

      Patel says Sam Altman's greatest skill is taking advantage of a crisis to sign government deals.

      “That's maybe his greatest skill, is to take advantage of a good crisis. And so he goes out there and he signs deals with the US government.”

      9 Mar 2026 · Matthew Berman · 9:53 · source · permalink
    2. Dylan Patel

      Patel estimates total EUV capacity by 2030 enables 200 gigawatts of AI chips, with Altman seeking 52 gigawatts annually.

      “700 EUV tools, three and a half tools per gigawatt, assuming it's all allocated to AI, which it's not, but three and a half tools per gigawatt gets you to 200 gigawatts worth of AI chips for the data centers to deploy. Right? So 200 gigawatts, Sam wants 50 gigawatts, right, 52 gigawatts a year.”

      13 Mar 2026 · Dwarkesh Patel · 42:33 · source · permalink
    3. Gavin Baker

      Baker reveals TSMC executives dismissed Sam Altman as a podcast pro when they met with him.

      “But they're just not going to and the TSM executives are the people who met with Sam Altman, and they dismissed him as a podcast pro.”

      8 Jul 2026 · Generating Alpha Podcast · 45:14 · source · permalink

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