Silicon Valley Daily

any ideas why OAI execs leave to start AI companies? lack of trust in sama's vision?

https://www.reuters.com/technology/artificial-intelligence/former-openai-technology-chief-mira-murati-raise-capital-new-ai-startup-sources-2024-10-18/

My mental model

1. A lot of early OpenAI talent was there for the mission (safe AI), so hard pivot to SaaS products is not mission-aligned

2. Liquidity at $100B means all of these people are post-economic

3. Massive amount of funding available for AI startups (more than any other category in the last 20 years)

4. Unclear if there is a moat with foundational models in the medium term, esp. if you can take all of the lessons and raise a massive amount of funding and go train the next generation model

cypherpunk wannabe, engineer working on @frames /open-frames /opencast
https://stephancill.co.za create stories at https://stories.steer.fun

Frontier AI is really 20 or so brilliant people. Assuming you have access to the funding and GPUs, you can quickly get to the frontier again.

OpenAI is losing a massive amount of money every year despite making a lot. The play is clearly to grab consumer and enterprise market share now with the hope that it will give them a rare "platform" company in the next wave.

with the amount of talent/backing/industry secrets etc that openai has wouldn't it make more sense to incubate these ideas within OAI vs duplicating the work?

growth @teller coming soon @clarity





























































hosting /kieran /usdc /loans 

I don't think most of the people leaving have had $1B+ in liquidity. But certainly in the 10s to 100s millions range.

how much for you think the talent exodus impacts openai’s future prospects?

other than the SaaS pivot there's a lot of resemblance to Ethereum O.G. crew each starting their own chain and a bunch of professors appearing out of the woods