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[return to "OpenAI's board has fired Sam Altman"]
1. natebu+2z2[view] [source] 2023-11-18 13:39:48
>>davidb+(OP)
Follow the GPU.

- Sam Altman _briefly_ went on record saying that openAI was extremely GPU constrained. Article was quickly redacted.

- Most recent round literally was scraping the bottom of the barrel of the cap table: https://www.theinformation.com/articles/thrive-capital-to-le...

- Plus signups paused.

If OpenAI needs gpu to succeed, and can't raise any more capital to pay for it without dilution/going past MSFT's 49% share of the for-profit entity, then the corporate structure is hampering the company's success.

Sam & team needed more GPU and failed to get it at OpenAI. I don't think it's any more complex than that.

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2. poor_e+pC2[view] [source] 2023-11-18 14:01:17
>>natebu+2z2
Sam & team to AMD now?
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3. natebu+dE2[view] [source] 2023-11-18 14:12:25
>>poor_e+pC2
Somewhere closer to a GPU source. E.g. a new company that can trade unlimited equity for GPU time from a hyperscale cloud vendor, or work for the vendor itself.

Probably not Alibaba though.

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