OpenAI’s Chairman on AI Agents, Data Centers and Why Old Companies Can Win

OpenAI Chairman and Sierra CEO Bret Taylor says the AI industry has failed to show Americans why the technology is worth it, and calls fixing that job number one. Taylor and Sierra co-founder Clay Bavor tell Deirdre Bosa how AI is reshaping companies far outside Silicon Valley, from ADT to Rocket Mortgage, and why long-established businesses may be among its biggest winners. They explain why companies are shifting from buying tokens to buying outcomes, how personal AI agents are driving demand for compute, what the pushback on data centers means for the U.S., and why investors should be humble about predicting AI's path. 00:00 AI Beyond Silicon Valley 01:34 Startups Versus Legacy Companies 02:38 Rent the Intelligence, Own the Context 03:39 What AI Really Costs 04:49 Buying Outcomes, Not Tokens 05:38 Personal Agents and Compute 07:14 Data Centers After the Midterms 08:25 Data Centers in Space 10:07 Should America Import Compute? 10:51 AI's Failure to Make Its Case 11:12 Scarcity and Invention 12:52 Frontier Labs Versus Cheap Models 15:02 What Investors Misunderstand #ai #openai #datacenters == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571