Hello, I'm Andrew Mayne, and this is the OpenAI Podcast. Today, our guests are Sarah Friar, CFO of OpenAI, and legendary investor Vinod Khosla of Khosla Ventures. In this discussion, we're going to talk about the state of the AI ecosystem, whether or not we're in a bubble, and how startups and investors can succeed as AI progresses.Unlike something like Netflix, where they're running so many hours in the day, I think of it much more like infrastructure, like electricity. Demand is limited, not by anything o ...