Our analysis of the OpenAI / Sam Altman drama. Timestamps below. Check out our sponsor:
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TIMESTAMPS:
(00:30) Non obvious thoughts about governance and legal structures
(03:30) Could the board have found out something about Sam?
(04:40) Tech’s online coordination and choosing sides
(06:00) Why haven’t the OpenAI board shared their reasoning?
(12:00) Are they going to bring Sam back?
(15:00) What should OpenAI’s pivot be?
(17:15) Sponsor: Secureframe
(18:20) Analyzing Microsoft's moves and the sweetheart deal
(21:40) Satya's succession plans
(24:45) OpenAI's unique governance structure
(27:50) Why Byrne is long on Microsoft
(35:40) What explains Microsoft's turnaround?
(37:55) Meta and Google
(44:00) Which of these companies Byrne would short: Apple, Amazon, Google, Facebook, Microsoft
(46:00) Was this a coup from the Effective Altruism movement?
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