06/17/2026
Sam Altman went back to Stanford and laid out the most clear-eyed vision of the AI era I’ve heard from anyone.
The takeaway: the startup playbook is fundamentally rewritten. One founder with tokens can do what a 100-person engineering team did five years ago.
ChatGPT was a research demo that became a 5-day emergency. Codex was the real bet — and it just hit its stride years later. Intelligence is becoming a utility like electricity, but most people are still selling “electricity” instead of selling “light at night.”
And the real crisis? Not safety. Compute shortage. Demand will outpace supply as long as AI keeps improving.
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Full lecture: https://www.youtube.com/watch?v=F_7M4Hc-usM