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Sam Altman: OpenAI's custom chip program starts coming online in early 2027

7 takeaways: why he thinks the model picker should disappear, his pitch against rival subscription lock-in, and the line he won't cross on AI alignment

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Sep 30, 2026
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TBPN · Sep 29, 2026 · 16m · 7m saved

With Sam Altman, CEO of OpenAI

Sam Altman: OpenAI's custom chip program starts coming online in early 2027

OpenAI's own chip program will start coming online in the first half of 2027, Sam Altman said, calling it an advantage the company gets "as much attention" as it deserves.

Twenty years to the week after his first startup, Loopt, launched, Altman came on TBPN from OpenAI's DevDay to talk personal AI agents, compute strategy and where he still thinks OpenAI could get it wrong.

"I think we've tuned the dial a little too conservatively for now."

Sam Altman, CEO of OpenAI, spoke with TBPN's hosts on stage at DevDay, twenty years to the week after launching his first company, Loopt.

The full interview is covered here so you can skip it.

Here are the 7 takeaways that matter.


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Key Takeaways

  • OpenAI's custom chip program starts coming online in the first half of 2027 and will scale "a lot" in the years after, Altman said

  • He wants ChatGPT subscriptions to work anywhere, and said he has been "disappointed" watching rival subscription products go the other way

  • He wants the model picker to disappear, replaced by a single model that adjusts its own speed and cost

  • He said OpenAI's personal-agent notifications are tuned too conservatively, not too aggressively, and that he personally wants more of them

  • The way big companies fail is that headcount outruns real work, he said, describing advice from a recent hire who came from a "slow-ish" public company

  • Cheap, fast iteration lets a developer build all 30 ideas instead of picking one, which he called one of the coolest shifts of the last six months

  • He said anyone claiming the science of AI alignment is solved "is wrong ... in a very dangerous way"

1. Twenty Years Since Loopt

John Coogan opened by noting that Altman's first startup, Loopt, had launched almost exactly twenty years earlier, and asked whether the moment felt like a full-circle return to that vision of AI agents handling everyday plans.

"It's interesting. It didn't feel like that until right when you said Okay. Now I guess it sort of is." — Sam Altman

Altman said he has mostly used OpenAI's new personal-agent product, called dots, for work rather than his personal life.

"I feel like it has gotten me back like my attention and time and ability to like explore and do new things and I love it for that." — Sam Altman

"I have not yet figured out how to like go use this to have more fun in my personal life. But I'm inspired to go do that." — Sam Altman

Asked whether OpenAI, sometimes called an "accidental consumer company," is deliberately trying to give people back time rather than push them toward working around the clock, Altman said the two goals aren't in conflict.

"I think it's great to give people like more time to hang out with their kids, do their hobbies, work on creative new projects. I think most people actually want that." — Sam Altman

2. The Last Six Months

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