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

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

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?

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.