Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godement, Head of Product OpenAI Platform. From T-Mobile’s AI voice support to Amgen’s drug breakthroughs to Los Alamos’ air-gapped supercomputer—this episode dives into the real world of AI at scale. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(01:50) OpenAI’s Enterprise Mission: Beyond ChatGPT

(06:00) Case Study: T-Mobile <> Voice & Support 

(11:30) Case Study: Amgen <> Accelerating Drug Development

(13:45) Case Study: Los Alamos National Lab 

(17:00) Why 95% of AI Deployments Fail?

(20:30) Physical vs Digital Autonomy: Scaffolding & Infrastructure

(26:00) GPT-5: Release, Benchmarks vs Behavior

(30:00) GPT-5 Feedback: Instruction Following, Hallucinations, Code Quality

(33:00) Multimodality: Text, Voice, and Video

(35:30) Audio: Realtime API vs Stitched Audio

(38:00) Model Customization & Reinforcement Fine-Tuning (RFT)

(43:00) Rapid Fire: Long/Short Picks 

(1:03:00) Highlights and Lowlights @ OpenAI

Show Notes:

T-Mobile Partnership: https://www.t-mobile.com/news/business/t-mobile-launches-intentcx-with-openai

Amgen Partnership: https://openai.com/index/gpt-5-amgen/

Los Alamos Partnership: https://www.lanl.gov/media/news/0130-open-ai

MIT AI Report: https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf

Produced by Dan Shevchuk

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

Apoorv Agrawal @apoorv03 https://x.com/apoorv03

Sherwin Wu @sherwinwu https://x.com/sherwinwu
Olivier Godement @oliviergodement  https://x.com/oliviergodement