Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

Bullish:

• $HC - Healthcare industry is expected to benefit significantly from AI advancements in the near future, particularly in life sciences and pharmaceutical companies.

  • “Healthcare is probably the industry that will benefit the most from AI in the next like year or two.”

    Olivier·48:19
• $GAMING - The professional gaming industry, including esports, is seen as a promising long-term investment due to growing youth engagement and international popularity.

  • “I'm actually extremely long esports. And so what I mean by esports is the entire, like, professional gaming industry that's emerging around video games.”

    Sherwin·43:21
• $CODEX - Codex, an AI tool for software engineering, has shown significant recent improvements and is highly valued by software engineers.

  • “I'll say, yeah, Granola is actually gonna be mine. So two votes for Granola. I was gonna say the easy answer for me is Codex as a software engineer. It's just like so it's gotten so good recently.”

    Sherwin·51:04

Bearish:

• $AITOOLS - The category of AI tooling startups is viewed negatively due to the competitive landscape and rapidly evolving technology.

  • “My short my short's a little spicy, which is I'm short on the entire category of like tooling around AI AI products.”

    Sherwin·45:28
• $EDU - Traditional education models that emphasize human memorization are viewed negatively in light of AI advancements.

  • “I'm pretty short on education, which basically emphasizes human memorization at that point.”

    Olivier·47:37