On one hand, OpenAI is completely (financially) premised on the belief that AGI will change everything, 100x return, etc. but then why did they give up so much control/equity to Microsoft for their money?
Sam finally recently admitted that for OpenAI to achieve AGI they "need another breakthrough," so my guess it's this lie that cost him his sandcastle. I know as a researcher than OpenAI and Sam specifically were lying about AGI.
Screenshot of Sam's quote RE needing another breakthrough for AGI: https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_pr... source: https://garymarcus.substack.com/p/has-sam-altman-gone-full-g...
OpenAI, even prior to AGI is seeing 100x+ returns. The ousting almost certainly is not a matter of performance or professional capability. It's a matter of some personal scandal or fundamental, philosophical difference on the fate of AI in the world and safety.