OpenAI's $70B run rate meets AI's infrastructure challenge

OpenAI's annualized revenue is expected to reach or exceed $70 billion by the end of the year, according to Bloomberg's Ed Ludlow. Oracle is keeping several data centers on schedule by using truck deliveries of natural gas. The episode also covers the mega AI IPO pipeline and the future of physical AI, in a conversation with Kleiner Perkins partner Ilya Fushman.