2026.09.30 | Substack | LLM | TMTB Podcast Intel: OpenAI DevDay & CoreWeave
原标题：TMTB Podcast Intel: OpenAI DevDay Coverage, CoreWeave’s (CRWV) CEO on the First Vera Rubin Customer, SAP’s CEO on …
TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.
Today’s Essential Episodes:
- OpenAI CEO Sam Altman at DevDay on Agents That Simplify Work, the Compute Buildout, Simpler Model Choice and the
Unsolved Alignment Problem TBPN with John Coogan and Jordi Hays, and Sam Altman, CEO of OpenAI (the Altman segment)
- OpenAI’s Asad Awan on How ChatGPT Advertising Works, Conversational Intent vs. Keyword Matching and the Trust
Trade-Off Mobile Dev Memo with Eric Seufert, and Asad Awan, who leads monetization product and engineering at OpenAI
- OpenAI CFO Sarah Friar on DevDay, Why OpenAI Still Needs More Compute, Safety and the IPO Question CNBC’s Closing Bell with Kate Rooney, and Sarah Friar, CFO of OpenAI (the Friar segment)
- CoreWeave CEO Michael Intrator on Cognition as the First Production Customer on Vera Rubin, Data-Center Rules and
Demand CNBC’s Squawk on the Street with Carl Quintanilla and Jim Cramer, and Michael Intrator, CEO of CoreWeave (the Intrator segment)
- SAP CEO Christian Klein on Whether the SaaSpocalypse Is Over, SAP’s Moat as Models Improve, Token Spend and Cheaper
Models Big Technology with Alex Kantrowitz, and Christian Klein, CEO of SAP
- Spotify Co-Founder Daniel Ek on Life After Spotify, Open vs. Closed Models, Compute Regulation and Neko Health All-In, and Daniel Ek, co-founder of Spotify
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