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    Artwork for All-In with Chamath, Jason, Sacks & Friedberg
    Episode

    OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

    All-In with Chamath, Jason, Sacks & Friedberg · Jun 2, 2026 · 32 min
    Episode page

    (0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud (29:32) OpenAI's ad business and strategy Thanks to our partners for making this possible! EY - Agentic AI is…

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