zlacker

>>nickru+(OP)
Edit: I called it

https://twitter.com/karaswisher/status/1725682088639119857

nothing to do with dishonesty. That’s just the official reason.

———-

I haven’t heard anyone commenting about this, but the two main figures here-consider: This MUST come down to a disagreement between Altman and Sutskever.

Also interesting that Sutskever tweeted a month and a half ago

https://twitter.com/ilyasut/status/1707752576077176907

The press release about candid talk with the board… It’s probably just cover up for some deep seated philosophical disagreement. They found a reason to fire him that not necessarily reflects why they are firing him. He and Ilya no longer saw eye to eye and it reached its fever pitch with gpt 4 turbo.

Ultimately, it’s been surmised that Sutskever had all the leverage because of his technical ability. Sam being the consummate businessperson, they probably got in some final disagreement and Sutskever reached his tipping point and decided to use said leverage.

I’ve been in tech too long and have seen this play out. Don’t piss off an irreplaceable engineer or they’ll fire you. not taking any sides here.

PS most engineers, like myself, are replaceable. Ilya is probably not.

>>johnwh+c5
Doesn't justify the hostile language and the urgent last minute timing. (partners were notified just minutes before press release). They didn't wait even 30 min for the market to close causing MSFT to drop billions in that time.

A mere direction disagrement would have been handled with "Sam is retiring after 3 months to spend more time with his Family, We thank him for all his work". And surely would be taken months in advance of being announced.

>>cowl+xb
Great point. It was rude to drop a bombshell during trading hours. That said, the chunk of value Microsoft dropped today may be made back tomorrow, but maybe not: if OpenAI is going to slow down and concentrate on safe/aligned AI then that is not quite as good for Microsoft.

>>mark_l+Ae
Why is OpenAI responsible for protecting Microsoft’s stock price?

>>mcmcmc+is
it's not that OpenAI is reponsible, but those board members have burned a lot of bridges with investors with this behaviour. the investor world is not big so self-serving interest would dictate that you at least take their interest in consideration before acting especially with something like waiting 1 hour before press release. No Board would want them now because they are posined apple for the investors.

>>cowl+JZ1
Alternately, there may be mission-minded investors and philanthropists who were uncomfortable with Microsoft's sweetheart deals and feel more comfortable after the non-profit board asserted itself and booted the mission-defying VC.

We won't know for a while, especially since the details of the internal dispute and the soundness of the allegations against Altman are still vague. Whether investors/donors-at-large are more or less comfortable now than they were before is up in the air.

That said, startups and commercial partners that wanted to build on recent OpenAI, LLC products are right to grow skittish. Signs are strong that the remaining board won't support them the way Altman's org would have.