TMTB: OpenAI CEO Sam Altman at MS TMT Key Quotes

Some good stuff from Altman at MS TMT….

AI coding has crossed the threshold — and the rest of business operations is next

“The models coming out in the next few months and certainly over the rest of the year will change what it means to run a good company. I think it’s already happened for coding. It honestly hasn’t happened yet for the rest of what it means to run a good company — but it will. The companies that don’t do this will face great long-term challenges. Every company now is wrestling with the fact that ‘I have to do this — help me. I need a great model, but more than that, I need a platform where my company can deploy this and trust that we’re not going to have a crazy new set of security issues or data access issues.’ “

We’re finally model-unconstrained in what we can build

“One thing we talk a lot about is following the technology. You can have a lot of plans about what you’d like to build, and if the models don’t support it, you don’t get to do it, or at least it’s not very good. For years we’ve had plans, and the models sometimes go in a direction we hoped, and sometimes they get good at something else first, and we try to build products that showcase what the model is capable of. We are now finally getting to a world where the models are so good and so general that we are not constrained in that same way. We can build things in the order we want. But this is really the first time — for so long it’s been, you know, you might want to build a product but you have to wait until the models get good enough.”

“Codex has more than 2 million users, growing 25% per week. That is unusual for a non-consumer product. Serious developers almost always think it’s incredibly smart.”

Software engineering is becoming management of AI agents