CNBC's MacKenzie Sigalos joins 'Money Movers' to discuss her conversation with Sam Altman as the OpenAI CEO hosted a dinner with executives and reporters.

Silicon Valley

The release of Open AI's ChatGPT has accelerated the development of artificial intelligence and warnings about its impact on society.

Rise of AI

OpenAI CEO Sam Altman disclosed that the company implemented a tone update to GPT-5, making its responses 'much warmer' just before a recent dinner with executives and reporters. Altman expressed a vision for users to eventually control the tone and voice of the AI, and noted that ChatGPT could soon generate more words daily than all humans combined if current growth continues.

Altman also addressed OpenAI's operational limits, citing capacity constraints with Microsoft's Azure and ongoing discussions with other hyperscalers. He highlighted rapid revenue growth for enterprise technology built on GPT-5 and outlined plans to invest heavily in data center construction. Looking ahead, Altman said OpenAI is focusing on hardware and a new browser, and expressed interest in ambitious projects, including potential ventures rivaling Neuralink.

Sam Altman says OpenAI pushed 'much warmer' tone for GPT-5

Welcome back. Sam Altman hosting a dinner with OpenAI executives and a small group of reporters in San Francisco last night. Mackenzie Sagalos was at that dinner and has more details. Mackenzie. Hey there, Leslie. So Sam Altman told me and a group of reporters last night that OpenAI actually pushed a tone update to GBT-5 just an hour before that dinner to make it much warmer. He wants users to eventually control tone and voice and said that chat GBT will soon be saying more words per day than all humans combined if growth follows its current trajectory. Now, he was candid about OpenAI's limits as well, saying that they have better models, but they can't offer them because they don't have capacity. They're maxed out in terms of what Microsoft's Azure can give them. So they're talking to all the hyperscalers now. Revenue for its enterprise tech, basically all those coding bones that companies build on top of that doubled in the first 48 hours of GBT-5. And Altman says they're preparing to spend trillions on data center construction. Now, as for what's next, he is shifting focus to hardware and OpenAI's upcoming browser. And when asked about rumors that Perplexity made a bid to buy Chrome, he said, if that's really on the table, I'll walk out of this dinner right now. Leslie. Trillions, Mackenzie, trillions of dollars. That sounds like kind of an eye-popping number. Well, I mean, it's not surprising given all the CapEx increases we've seen from those hyperscalers. So the demand is clearly there. And he made the point that, you know, we spend $300 billion on compute. We have $400 billion worth of demand. So it always outstrips what they're going to spend. And on that browser sale, it is interesting. We're awaiting that decision from Judge Mehta on Google, and whether we might see some sort of divestiture there. And he did seem interested. He didn't have a number in mind, but he did say that he would like to have it. Mack, meantime, these reports of a would-be rival to Neuralink, is there any area in which he is not willing to take Musk on? No, that was a topic that we specifically dug into on the record, just that that was an ambition that he was very interested in, that he liked the idea of a read-only mode for ChatGBT, where it could tap into his thoughts and then build and iterate on that. And he puts in, he basically describes OpenAI as four companies in one, and that would fall into the final, like, Big Bets category, almost an Alphabet-style enterprise. But it's one of those ambitions that he's very interested in pursuing. Yeah, the modern-day moonshot, as Google used to call them, at least. Mack, thank you. Mackenzie Segalos.

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Ukraine Invasion

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Jerusalem

Middle East Conflict

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Kyiv

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Sam Altman says OpenAI pushed 'much warmer' tone for GPT-5

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Rise of AI