OpenAI vs. Grok: The Race to Build the Everything App w/ Emad Mostaque, Dave Blundin & AWG | EP #199

Peter Diamandis (0:00)

OpenAI Dev Day just occurred.

Dave Blundin (0:02)

Some of the most staggering things in human history got announced yesterday, and they still undersold it.

Sam Altman (0:07)

Good morning, and welcome to Dev Day.

Emad Mostaque (0:10)

The battle here is that human attention is finite. OpenAI met to everyone's making a play for who are you talking to, but then enables these MCP-enabled agents to come and do the job. Everyone's trying to be the everything out.

Alexander Wissner-Gross (0:23)

What happens when suddenly we're able to 5x, 6x, 7x, the amount of broadly accessible super intelligence across the world, I think this starts to become the foundation for transformative economic changes at a planetary scale.

Peter Diamandis (0:39)

OpenAI is really trying to do a global land grab, right? Going into India, going into the UK, going into Greece, and then you've also got all of the open source models coming out of China.

Emad Mostaque (0:51)

We're just at this tipping point, and the tipping point is in the next six months.

Dave Blundin (0:57)

Now that's the Moonshot, ladies and gentlemen.

Peter Diamandis (1:02)

Everybody welcome to Moonshots, and our next episode of WTF Just Happened in Tech. We're spinning up this episode real quick with my extraordinary Moonshot mates, because OpenAI Dev Day just happened. Want to cover the subjects there, but there's a lot happening across the board in robotics. You know, FSD 14.1 from Tesla just dropped, as well as other robotic updates and data center updates. We've got my Moonshot mates, Dave Blundin. Dave, good to see you, pal.

Dave Blundin (1:33)

Good morning.

Peter Diamandis (1:34)

And of course, we have AWG live from someplace in the, in hyperspace. And good to see you, Alex. Welcome back. And then one of our other Moonshot mates, Emad Mostaque, coming in from London. Emad, good morning, dear. Morning. Or good afternoon, as the case may be. You know, in the rocket business, in the business, there's something called a hyperbolic fuel. A hypergolic fuel is when two chemicals come together and they explode and they make a propulsive force. And I think about AWG and Emad coming together as my hypergolic fuel this morning.

Dave Blundin (2:11)

So better than coffee, completely.

Peter Diamandis (2:14)

Yeah, absolutely. All right. So as always, this is the news that's breaking that I think is impacting the global economy, impacting our mindsets, impacting, you know, how we teach our kids and run our companies. So nothing more important for me. And let's jump in. The reason we spun this up for everybody is OpenAI Dev Day just occurred. Want to hit on this. And I'd like to really evaluate along the way, you know, how critical, how rapidly, how is Sam sort of manipulating the future of his company and AI in a positive way. We're going to discuss this. All right. I'm going to open up with a short video clip of Sam opening up OpenAI Day yesterday. Let's take a listen.

Sam Altman (3:03)

Back in 2023, we had 2 million weekly developers and 100 million weekly Chatchabit users. We were processing about 300 million tokens per minute on our API. And that felt like a lot to us at least at the time. Today, 4 million developers have built with OpenAI. More than 800 people use Chatchabit every week, and we process over 6 billion tokens per minute on the API, thanks to all of you. AI has gone from something people build, play with, to something people build with every day. We think this is the best time in history to be a builder. It has never been faster to go from idea to product. You can really feel the acceleration at this point. So to get started, let's take a look at apps inside of Chatchabit.

Peter Diamandis (3:45)

All right, Dave, you want to open up?

Dave Blundin (3:50)

Yeah, so obviously Sam's not the best. He's not Steve Jobs on stage, but the numbers are just staggering. The 300 million to 6 billion tokens per minute is the one that really jumps out, and it's going to explode from here forward too, because I could easily consume 10,000 plus myself just coding. With the number of developers coming on board and the number of home users coming on board, it's just astronomical. So as we've been saying, nowhere near enough compute to keep up with it. I think Johnny Ive might be the guy driving the, hey, let's do this Steve Jobs style. We have our very first big stage developer day. Their GPT-5 launch was really flat. I mean, really, really flat. They did a much better job yesterday. I got to believe Johnny is driving that. Put some money and some effort behind it. Let's go. But some of the most staggering things in human history got announced yesterday, and they still undersold it relative to the implications. We'll see it in a couple other videos here.