OpenAI, Mercor, and Mythos Put AI’s New Math on the Mic
Wednesday, June 3, 2026 · 7 min
OpenAI CFO Sarah Friar and Mercor’s Brandon Foody put numbers and pressure on the AI boom, from IPO timing and $100B compute plans to token costs outrunning headcount, while Rishi Sunak frames Anthropic’s Mythos as a governance test.
Listen
Show notes
OpenAI CFO Sarah Friar and Mercor’s Brandon Foody put numbers and pressure on the AI boom, from IPO timing and $100B compute plans to token costs outrunning headcount, while Rishi Sunak frames Anthropic’s Mythos as a governance test.
Got 60 seconds? Tell us what you think and help shape the show:
In this episode
- Mercor CEO on Why Application Layer Companies Have No Defensibility & Token Spend Exceeds Salaries — The Twenty Minute VC
Building defensibility in the software layer on top of the models is going to be incredibly difficult. We have the demand to double overnight. We just don't have the capacity. Joining me in the hot seat today, we have Brandon Foody, co-founder and CEO of Mccor, one of the fastest growing AI companies valued at over $10 billion today, doing over a billion in revenue. Over the last 2 years,…
- OpenAI CFO Sarah Friar on IPO,… - All-In with Chamath, Jason, Sacks & Friedberg - Apple Podcasts — All-In with Chamath, Jason, Sacks & Friedberg
OpenAI CFO Sarah Friar on IPO,… - All-In with Chamath, Jason, Sacks & Friedberg - Apple Podcasts - June 2 - 32 min # OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute All-In with Chamath, Jason, Sacks & Friedberg Play (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…
- AI's Mythos Moment: Preparing governments for AI | Former UK Prime Minister Rishi Sunak — Microsoft
With Mythos, what's happened is you've had a kind of gated release for this thing where it's like, “Hang on, there's some risks here. We can't just let this thing be released into the world. We need to give defense the time to, to implement everything, and get ahead before it's released. Otherwise, you know, we're giving the bad guys a head start, essentially.” That's Rishi Sunak, Former Prime…
- How machines become minds | Geoffrey Hinton & Joel Hellermark — Sana
Couldn't be more excited to be back with Geoff. Last time we spoke, I promised you you would get the Nobel Prize last year. You thought it was a very very low probability. Did you tell the Nobel Committee that as well? Actually when they called up I didn't believe them. I thought it was a prank. Nobody had mentioned that they'd nominated me. There isn't a Nobel Prize for computer science and…
- YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN — TBPN
We have some really exciting news. We heard you loud and clear. >> You might have noticed on the Chiron, which is area.com back. >> We are back and we're going to tell you about ramp. Time is money. Save both. Easy use corporate cards, billing, and a whole lot more >> all in one place. That's right. You wanted ads, we are bringing you ads. Uh, and we're very excited that we have more. >> We are…