Short answer: Jordan Metzner says OpenAI paid $1.1 billion for Statsig, an A/B testing and feature flag tool OpenAI already used, and expects more deals as OpenAI pushes into enterprise and coding, where Sam Nadler says Anthropic leads.
Watch this answer from Episode 11 (starts at 15:54) · Episode 11 notes and transcript
From Episode 11: Coding the Beat: Strudel, Claude Dashboards & OpenAI’s $1B Play, starting at 15:54.
Sam Nadler [15:54]: And they made another acquisition. Correct? Statsig?
Jordan Metzner [15:57]: Yeah. Statsig acquisition by OpenAI. I had the link up here. Let me try to find it. But, yeah, OpenAI paid $1,100,000,000 for Statsig. I don't know if you know, but Statsig is a tool that allows you to do a b testing and other types of optimizations, launch flags, and things like that. And I know that OpenAI was using it as well as others in order to test their product and make, marginal improvements and things like that, AB testing. So but this just shows, like, huge acquisition. I mean, billion dollars is a massive acquisition for a startup. Super exciting. I think some of those people are gonna roll into product roles at OpenAI, and I think this is, again, this is just like inning one, inning two. I think we're gonna see a lot more acquisitions, a lot more deals like this.
Sam Nadler [16:45]: Super exciting. It seems like OpenAI has captured, the consumers and is trailing a little bit in enterprise adoption. So with Anthropic maybe leading in the thus far in the code race, So, I think they're gonna probably prioritize this effort, and it makes sense. Like, enterprises are gonna be spending the most amount of money.
Jordan Metzner [17:06]: Yeah. And, I mean, I think it was Dario from Anthropic who kinda predicted that, like, know, by the end of the year or something like that, 90% of code will be written by bots. And, I don't want know what percent it is here for Ryz Labs. I know my code is like almost a 100% written by bots. I know companies are getting to that percentage, or close to a 100% really, really quickly. It's gonna have an impact, but, I think everyone is gonna continue to float to the best tool du jour tool of the week or whatnot or, maybe we'll see somebody take a lead where no one can catch up. But, it is surprising that, Microsoft with owning GitHub and its cloud is not the best. Amazon with its cloud is not the best coding tools, and even Google who, obviously, one of the best data companies in the world, plus its cloud is as hasn't produced the best coding tools yet. But, I wouldn't count any of these big players out, and I think we're gonna continue to see more change in the market as it's so critical to kind of own that developer relationship.
