Bloomberg Tech OpenAI’s COO Lightcap Talks GPT-5 Launch
Aug 8, 2025
Brad Lightcap, the COO of OpenAI, discusses the groundbreaking release of GPT-5 and its potential impact across various industries. He dives into the fierce competition for talent in the AI sector, shedding light on OpenAI's mission-driven approach. The conversation also touches on partnerships with tech giants like Microsoft and the evolving landscape of generative AI. Lightcap highlights dynamic reasoning advancements in GPT-5 and the increasing integration of AI solutions within Fortune 500 companies, illustrating the revolution in corporate strategies.
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SoftBank Repurposes EV Plant For AI Servers
- SoftBank bought Foxconn's Ohio EV plant to kickstart the $500B Stargate data center push with OpenAI and Oracle.
- The move repurposes manufacturing capacity into AI server production to accelerate data center builds.
Favor Memory And NAND Stocks For AI Exposure
- Kim Forrest recommends focusing on memory and storage plays like Micron because AI needs fast DRAM and lots of NAND.
- She argues memory and NAND are underappreciated but essential for AI data movement and storage.
Invest Now In Voice AI Infrastructure
- Kozema Shipchandler urges short-term investments into voice AI infrastructure to capture startup demand.
- He recommends leveraging Twilio's simple voice tooling to accelerate customer adoption and product launches.