"Bubbles have almost always preceded some important technological shift”: OpenAI's COO

from Term Sheet · host Fortune Magazine

OpenAI has had a huge week. Fresh off launching the AI video generation and social app Sora 2, they closed a multibillion dollar partnership with AMD that sent the company’s stock soaring. This was quickly followed by the release of new features, like agent-building and ChatGPT app integration, meant to supercharge OpenAI’s hold on the culture. Allie sat down with OpenAI COO Brad Lightcap at the company’s DevDay in San Francisco to discuss where the company stands in the enterprise market, what he thinks of the “AI bubble,” that MIT study, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Oct 7, 2025

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"Bubbles have almost always preceded some important technological shift”: OpenAI's COO

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