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

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open 👇

가입 April 2023

876 팔로잉 중 55.8K 팬

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