Episode 12 - State of the AI Industry

OpenAI CFO Sarah Friar and Khosla Ventures founder Vinod Khosla argue the greatest challenges in AI right now are keeping up with demand and making sure more people get the benefit. They unpack what's driving big investments in compute and why this moment is different from other technology cycles — with meaningful advances in health, agents, and robotics still ahead. Chapters00:00:00 — What’s the AI story of 2026?00:07:28 — AI in healthcare00:12:01 — Scaling compute to match revenue00:18:05 — Difference between now and dot-com bubble00:27:41 — Ads in ChatGPT00:30:05 — Will consumers have more than one AI subscription?00:36:41 — Winning in enterprise00:39:44 — How can startups succeed?00:44:05 — Robotics and beyond Hosted on Acast. See acast.com/privacy for more information.