Big Technology Podcast · Wednesday, July 1, 2026
Greg Brockman identified vertical integration across hardware, software, and talent as OpenAI's primary competitive advantage or 'moat'. He stressed the importance of building custom hardware and attracting top AI talent for long-term success in the rapidly advancing AI landscape.
“And I think that the moat is really the vertical integration of the supply chain.”
“It's the ability to actually build the hardware, not just buy it. It's the ability to actually engineer the software and the AI and the models on top of that hardware.”
“And it's the ability to actually find the right talent, the best talent in the world to do that.”