P Equity Research 📰(@pequityresearch):CFO of OpenAI, Sarah Friar, on pacing the frontier: "If we have to pace things, we will always make an investment decision based on strong ROI, but from where I sit today there is so much opportunity to drive growth that I am still highly focused on getting more compute to keep that flywheel going...on the compute front, remember, when we have more compute we can build the best models." Via @CNBCFastMoney

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P Equity Research 📰@pequityresearch

2026.09.16 05:59

CFO of OpenAI, Sarah Friar, on pacing the frontier: "If we have to pace things, we will always make an investment decision based on strong ROI, but from where I sit today there is so much opportunity to drive growth that I am still highly focused on getting more compute to keep that flywheel going...on the compute front, remember, when we have more compute we can build the best models." Via @CNBCFastMoney