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X post relayed by CNBC's Kate Rooney (conduit); first clause is her paraphrase framing, tweet quoted after; the 'most reliable way' line is sarcasm (meaning-verified)
“the benchmarks suggest they do have the best model in the world right now. But the most reliable way to tell that is that Elon is obsessed with me again.”
X post relayed by CNBC's Kate Rooney (conduit): accuses Musk of overpromising space datacenters to public investors
“Homeboy, you're the one selling public market investors on short-term space data centers.”
Nasdaq since this was said: ▲ +2.3% · 25,873 → 26,456 · as of 2026-08-05
Gerstner cites OpenAI's reported $13B 2025 revenue against ~$1.4T of multi-year compute commitments ($500B NVIDIA, $300B AMD/Oracle, $250B Azure as read on tape). Altman: 'We do plan for revenue to grow steeply.' @13:05 and 'I would love to tell them they could just short the stock and I would love to see them get burned on that.' @13:40.
“We're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. Enough.”
Nasdaq since this was said: ▲ +12.2% · 23,581 → 26,456 · as of 2026-08-05
Continues '...probably several points along the way.' Asked whether he agrees with Jensen Huang that a compute glut is a near-zero chance in 2-3 years, Altman instead warns of cycle risk: 'if a very cheap form of energy comes online soon at mass scale and a lot of people are going to be extremely burned with existing contracts they've signed.' @19:53; 'Some people are going to get really burned.' @20:33. He notes cost per unit of intelligence has been falling ~40x/year, 'a very scary exponent from an infrastructure build out standpoint.'
“There will come a glut for sure. And whether that's like in two to three years or five to six, Satya and I can't tell you, but like it's going to happen at some point”
Nasdaq since this was said: ▲ +12.2% · 23,581 → 26,456 · as of 2026-08-05
Asked what surprises 2026 brings, he also predicts coding agents jump 'from multi-hour tasks to multi-day tasks, which I expect to happen next year' @28:17, and immediately flags his own claim's weight: 'That's a really crazy thing to say is that AI is going to make a novel scientific discovery in 2026.' @28:47.
“I hope for very small scientific discoveries in 2026. But if we can get those very small ones, we'll get bigger ones in future years.”
Gerstner cites Reuters reporting 'that OpenAI may be planning to go public late twenty six or twenty seven' at a rumored ~$1T. Altman denies any date or decision ('We don't have like a date in mind... We don't have a decision to do this'), while conceding an eventual IPO is where things go; he later says retail access is 'probably the single most appealing thing about it to me.'
“No, no, no. We don't we don't have anything that specific. I'm a realist. I assume it will happen someday. But that was I don't know why people write these reports.”
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