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SAM ALTMAN IS PULLING OFF THE BIGGEST THEFT IN TECH HISTORY And his $100B Nvidia deal just collapsed because Jensen Huang caught on to his schemes. IT'S OVER FOR OPENAI But he's STILL trying to raise another $100B+ from Amazon, SoftBank, and sovereign wealth funds. The largest private VC...

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George Noble

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590,392 просмотров • 4 месяцев назад •via X (Twitter)

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🚨 ELON MUSK IS DESTROYING OPENAI IN COURT Today is his FINAL day of testimony in the OpenAI trial, and Elon is going off, saying they BETRAYED the nonprofit mission ELON: "[I] was a FOOL" for giving OpenAI and Altman $38 million in funding that was then used to create the $800 billion company "Musk co-founded OpenAI with current CEO Sam Altman in 2015. He alleges the company went back on their commitments to preserve the AI lab's non-profit structure." Elon Musk
0:31

🚨 ELON MUSK IS DESTROYING OPENAI IN COURT Today is his FINAL day of testimony in the OpenAI trial, and Elon is going off, saying they BETRAYED the nonprofit mission ELON: "[I] was a FOOL" for giving OpenAI and Altman $38 million in funding that was then used to create the $800 billion company "Musk co-founded OpenAI with current CEO Sam Altman in 2015. He alleges the company went back on their commitments to preserve the AI lab's non-profit structure." Elon Musk

Eric Daugherty

701,915 просмотров • 1 месяц назад

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?
1:28

OpenAI entered 2026 with the most insane revenue targets in corporate history. $30 billion in sales. Up from $13 billion in 2025. While LOSING $14 billion doing it. Let's understand this: OpenAI needed to convert from nonprofit to for-profit by December 31st, 2025 to unlock their $40 billion SoftBank funding. Miss that deadline? The round drops to $20 billion. And they made it. But here's the thing: The nonprofit STILL controls everything. They spent an entire year fighting to become for-profit, got sued by Elon Musk, pissed off California's attorney general, lost key employees over it. Then ended up basically right where they started. Except now the nonprofit has a $130 billion stake and Microsoft got $135 billion for 27% ownership. So OpenAI burned a year of political capital to give away $265 billion in equity while keeping the same power structure that almost destroyed them in 2023. The revenue math is absolutely deranged: To hit $30 billion in 2026, they need to more than double revenue in 12 months. No company in history has done this from a $13 billion base. Not even Nvidia. Not even ByteDance. OpenAI wants to go from $10B to $100B in 3 years. And the losses are worse: $14 billion in losses in 2026. Triple their 2025 burn. They've committed to: - $250 billion to Microsoft Azure - $38 billion to Amazon AWS - $1+ trillion in chip deals with Nvidia, AMD, and Broadcom They won't be profitable until 2029. Maybe. But here's the part that makes this whole thing insane... They're not just competing anymore. Anthropic: Fully for-profit. On track for $15 billion revenue in 2026. AI insiders surveyed in December said they'd invest in Anthropic over OpenAI. Meta's pouring billions into Llama. Chinese models eating market share. And OpenAI still has to answer to a nonprofit board that can shut down AGI research whenever they decide it's not "benefiting humanity." The same board that fired Sam Altman in November 2023. The investors know this. That's why the $40B was contingent on conversion. When OpenAI reversed course and kept nonprofit control, they had to give the nonprofit a $130B stake. Basically: "You can keep control, but you better make us whole." What happens if they miss targets? The Azure commitment becomes a liability. The AWS deal gets renegotiated. The nonprofit board starts asking why they're burning billions while people die of preventable diseases. Investors start wondering if that $300B valuation was justified. OpenAI is betting they can: 1. More than double revenue annually for 3 years straight 2. Burn $44 billion doing it 3. Keep a nonprofit board happy 4. Fend off Anthropic, Meta, and Chinese competitors 5. Avoid another Sam Altman situation 6. Actually build AGI 7. Convince everyone it was worth it Nobody in history has pulled this off. We're 1 day into 2026. By December 31st, we'll know if OpenAI is the most ambitious company ever built or the biggest AI bubble in history. What are you betting on?

Ricardo

97,607 просмотров • 5 месяцев назад

The case of Elon Musk vs OpenAI CEO Sam Altman starts TODAY Jury selection begins today Monday, April 27 in federal court in Oakland, California Elon Musk is suing Sam Altman for betraying the original mission of OpenAi being a nonprofit after providing 60% of the seed funding to begin the company “The two were founding co-chairs of OpenAI years ago. Musk says he gave OpenAI $38 million during its early years, or what he says was 60% of the non-profit's seed funding. Now Musk, who also runs the AI startup called XAI Claims. Altman and others took his money and betrayed OpenAI's original non-profit status. In October, OpenAI finished restructuring with the for-profit organization reporting into a non-profit foundation” “But Altman's side says Musk agreed with them years ago about the need to convert OpenAI into a for-profit company” (VERY likely a lie) Scam Altman went from nonprofit to -> maximum profit Opening arguments are expected to begin tomorrow
2:06

The case of Elon Musk vs OpenAI CEO Sam Altman starts TODAY Jury selection begins today Monday, April 27 in federal court in Oakland, California Elon Musk is suing Sam Altman for betraying the original mission of OpenAi being a nonprofit after providing 60% of the seed funding to begin the company “The two were founding co-chairs of OpenAI years ago. Musk says he gave OpenAI $38 million during its early years, or what he says was 60% of the non-profit's seed funding. Now Musk, who also runs the AI startup called XAI Claims. Altman and others took his money and betrayed OpenAI's original non-profit status. In October, OpenAI finished restructuring with the for-profit organization reporting into a non-profit foundation” “But Altman's side says Musk agreed with them years ago about the need to convert OpenAI into a for-profit company” (VERY likely a lie) Scam Altman went from nonprofit to -> maximum profit Opening arguments are expected to begin tomorrow

Wall Street Apes

19,516 просмотров • 2 месяцев назад

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.
1:14

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.

George Noble

1,196,306 просмотров • 4 месяцев назад

Elon Musk: Let's say you fund a non-profit to preserve the Amazon rainforest, but instead they chop down trees to sell the wood. That's OpenAI. “I came up with the name OpenAI as an open source and as a nonprofit and I funded OpenAI for the first roughly $50 million. And it was intended to be a nonprofit open-source company. And now, they're trying to change that for their own financial benefit into a for-profit company that is closed source. So this would be like, let's say you funded a non-profit to help preserve the Amazon rainforest, but instead of doing that, they became a lumber company, chopped down the forest and sold the wood. You'd be like, wait a second, that's not what I funded. That's OpenAI.” Interview at the Qatar Economic Forum, May 20, 2025
0:38

Elon Musk: Let's say you fund a non-profit to preserve the Amazon rainforest, but instead they chop down trees to sell the wood. That's OpenAI. “I came up with the name OpenAI as an open source and as a nonprofit and I funded OpenAI for the first roughly $50 million. And it was intended to be a nonprofit open-source company. And now, they're trying to change that for their own financial benefit into a for-profit company that is closed source. So this would be like, let's say you funded a non-profit to help preserve the Amazon rainforest, but instead of doing that, they became a lumber company, chopped down the forest and sold the wood. You'd be like, wait a second, that's not what I funded. That's OpenAI.” Interview at the Qatar Economic Forum, May 20, 2025

ELON CLIPS

22,370 просмотров • 8 месяцев назад

🚨 Stop scrolling.. Let me explain what Sam Altman just pulled off. > Microsoft gave OpenAI $13 billion.. Biggest AI bet in history. OpenAI ran exclusively on Azure. > Then Sam got fired by his own board nd the whole world watched. > He talked his way back in. Fired the board instead and Restructured OpenAI from nonprofit to for-profit. > Then signed a $50 billion cloud deal with Amazon. Microsoft's biggest competitor.. using Microsoft's money to build the product Amazon's now selling. > Now Microsoft is lawyering up. This man got fired on a Friday, came back on a Monday, took $13 billion from Microsoft, flipped the entire company structure, and then handed the keys to Amazon. Sam Altman is running a masterclass in how to finesse a trillion dollar company with a straight face.
0:31

🚨 Stop scrolling.. Let me explain what Sam Altman just pulled off. > Microsoft gave OpenAI $13 billion.. Biggest AI bet in history. OpenAI ran exclusively on Azure. > Then Sam got fired by his own board nd the whole world watched. > He talked his way back in. Fired the board instead and Restructured OpenAI from nonprofit to for-profit. > Then signed a $50 billion cloud deal with Amazon. Microsoft's biggest competitor.. using Microsoft's money to build the product Amazon's now selling. > Now Microsoft is lawyering up. This man got fired on a Friday, came back on a Monday, took $13 billion from Microsoft, flipped the entire company structure, and then handed the keys to Amazon. Sam Altman is running a masterclass in how to finesse a trillion dollar company with a straight face.

Tuki

100,703 просмотров • 3 месяцев назад

Elon Musk provided all the funding in OpenAI in the beginning. He even named the company. It was supposed to be a non profit. Sam Altman inverted the mission of OpenAI from a non-profit, open source AI company to a closed source, maximum-profit AI company. He cannot be trusted.
0:53

Elon Musk provided all the funding in OpenAI in the beginning. He even named the company. It was supposed to be a non profit. Sam Altman inverted the mission of OpenAI from a non-profit, open source AI company to a closed source, maximum-profit AI company. He cannot be trusted.

DogeDesigner

197,193 просмотров • 11 месяцев назад

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."
1:17

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."

Anthony Pompliano 🌪

106,184 просмотров • 14 дней назад

Microsoft is about to sue its own golden child. $14 billion invested. Exclusive cloud rights. The most important AI partnership in history. And Sam Altman just went behind their back with a $50 billion Amazon deal. Here's why they're betraying each other: When Microsoft first invested in OpenAI in 2019, they locked in ONE rule above everything else... ALL access to OpenAI's models must go through Microsoft's Azure cloud. No exceptions. That deal made Azure the backbone of the AI revolution. Every company using ChatGPT's API was paying Microsoft for the privilege. It was the smartest infrastructure play of the decade. Then last month, OpenAI quietly signed a deal with Amazon. $50 billion. AWS becomes the exclusive third-party cloud provider for Frontier, OpenAI's new enterprise AI agent platform. $138 billion committed to Amazon cloud services. Microsoft found out and got really angry.... A person familiar with Microsoft's position told the Financial Times today: "We know our contract. We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." That's basically a declaration of war. And here's where it gets crazy: OpenAI and Amazon are trying to build a technical workaround. A system called the "Stateful Runtime Environment" that runs on Amazon's Bedrock platform. Their argument is that the system "only" handles memory and context for AI agents using enterprise data on AWS. It doesn't technically "invoke" OpenAI's core models through Amazon. Microsoft's response: Bullshit. The workaround violates the spirit of the deal even if it technically dances around the letter. Amazon knows they're on thin ice too. An internal memo leaked showing Amazon told employees exactly what language they can and can't use. They can say Frontier is "powered by OpenAI" or "enabled by OpenAI." But they CANNOT say customers can "access" or "invoke" OpenAI models on AWS. When you're coaching employees on which verbs to avoid, you know you're in trouble. But here's the thing everyone seems to forget: OpenAI is planning an IPO this year. They just closed a $110 billion funding round last month. So if Microsoft sues, the IPO timeline is DEAD. You can't go public while your biggest partner and investor is suing you for breach of contract. Elon Musk is already suing OpenAI separately for abandoning its nonprofit mission. Two active lawsuits from two of the most powerful people in tech. Against one company trying to IPO. Good luck with that S-1 filing. But WHY did Altman do this? Microsoft gave OpenAI everything. Capital. Infrastructure. Distribution. Enterprise customers. And Altman's response was to secretly build an escape route through Amazon... Because he saw what was coming: Microsoft launched Copilot. Their own AI product. Competing directly with ChatGPT. Microsoft started building their own models. Hiring their own AI researchers. Reducing dependency on OpenAI. So Altman did the same thing back. Found another cloud provider. Started building leverage. Both sides were preparing for divorce while still living in the same house. So the $50 billion Amazon deal was just an insurance policy against the day Microsoft decides it doesn't need OpenAI anymore. And Microsoft caught him packing his bags. What happens next: The companies are still talking. Trying to resolve this before Frontier launches. But Microsoft has made their position clear. Litigation is on the table. If this goes to court, it sets a precedent for every AI partnership in the industry. Every cloud deal. Every exclusive licensing agreement. The entire AI infrastructure map gets redrawn. Sam Altman built OpenAI on Microsoft's money, Microsoft's cloud, and Microsoft's trust. Then he signed a $50 billion deal with their biggest competitor. In any other industry they'd call that what it is.
0:28

Microsoft is about to sue its own golden child. $14 billion invested. Exclusive cloud rights. The most important AI partnership in history. And Sam Altman just went behind their back with a $50 billion Amazon deal. Here's why they're betraying each other: When Microsoft first invested in OpenAI in 2019, they locked in ONE rule above everything else... ALL access to OpenAI's models must go through Microsoft's Azure cloud. No exceptions. That deal made Azure the backbone of the AI revolution. Every company using ChatGPT's API was paying Microsoft for the privilege. It was the smartest infrastructure play of the decade. Then last month, OpenAI quietly signed a deal with Amazon. $50 billion. AWS becomes the exclusive third-party cloud provider for Frontier, OpenAI's new enterprise AI agent platform. $138 billion committed to Amazon cloud services. Microsoft found out and got really angry.... A person familiar with Microsoft's position told the Financial Times today: "We know our contract. We will sue them if they breach it. If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." That's basically a declaration of war. And here's where it gets crazy: OpenAI and Amazon are trying to build a technical workaround. A system called the "Stateful Runtime Environment" that runs on Amazon's Bedrock platform. Their argument is that the system "only" handles memory and context for AI agents using enterprise data on AWS. It doesn't technically "invoke" OpenAI's core models through Amazon. Microsoft's response: Bullshit. The workaround violates the spirit of the deal even if it technically dances around the letter. Amazon knows they're on thin ice too. An internal memo leaked showing Amazon told employees exactly what language they can and can't use. They can say Frontier is "powered by OpenAI" or "enabled by OpenAI." But they CANNOT say customers can "access" or "invoke" OpenAI models on AWS. When you're coaching employees on which verbs to avoid, you know you're in trouble. But here's the thing everyone seems to forget: OpenAI is planning an IPO this year. They just closed a $110 billion funding round last month. So if Microsoft sues, the IPO timeline is DEAD. You can't go public while your biggest partner and investor is suing you for breach of contract. Elon Musk is already suing OpenAI separately for abandoning its nonprofit mission. Two active lawsuits from two of the most powerful people in tech. Against one company trying to IPO. Good luck with that S-1 filing. But WHY did Altman do this? Microsoft gave OpenAI everything. Capital. Infrastructure. Distribution. Enterprise customers. And Altman's response was to secretly build an escape route through Amazon... Because he saw what was coming: Microsoft launched Copilot. Their own AI product. Competing directly with ChatGPT. Microsoft started building their own models. Hiring their own AI researchers. Reducing dependency on OpenAI. So Altman did the same thing back. Found another cloud provider. Started building leverage. Both sides were preparing for divorce while still living in the same house. So the $50 billion Amazon deal was just an insurance policy against the day Microsoft decides it doesn't need OpenAI anymore. And Microsoft caught him packing his bags. What happens next: The companies are still talking. Trying to resolve this before Frontier launches. But Microsoft has made their position clear. Litigation is on the table. If this goes to court, it sets a precedent for every AI partnership in the industry. Every cloud deal. Every exclusive licensing agreement. The entire AI infrastructure map gets redrawn. Sam Altman built OpenAI on Microsoft's money, Microsoft's cloud, and Microsoft's trust. Then he signed a $50 billion deal with their biggest competitor. In any other industry they'd call that what it is.

Ricardo

209,315 просмотров • 3 месяцев назад

Elon Musk provided all the funding in OpenAI in the beginning. He even named the company. It was supposed to be a non profit. Sam Altman is now trying to completely delete the non profit part.
0:53

Elon Musk provided all the funding in OpenAI in the beginning. He even named the company. It was supposed to be a non profit. Sam Altman is now trying to completely delete the non profit part.

DogeDesigner

3,377,026 просмотров • 1 год назад

🚨 BOOM! ELON MUSK TORCHES SAM ALTMAN AND OPENAI IN COURT! Elon is wrapping up his testimony today. He co-founded OpenAI in 2015 as a nonprofit to benefit humanity… and now he’s exposing how they completely betrayed that mission. Musk dropped the hammer: He feels like a “fool” for donating $38 million that helped build this now $800 billion monster — all while they ditched the nonprofit promise and went full profit-driven. Classic Silicon Valley betrayal.
0:28

🚨 BOOM! ELON MUSK TORCHES SAM ALTMAN AND OPENAI IN COURT! Elon is wrapping up his testimony today. He co-founded OpenAI in 2015 as a nonprofit to benefit humanity… and now he’s exposing how they completely betrayed that mission. Musk dropped the hammer: He feels like a “fool” for donating $38 million that helped build this now $800 billion monster — all while they ditched the nonprofit promise and went full profit-driven. Classic Silicon Valley betrayal.

Gunther Eagleman™

89,694 просмотров • 1 месяц назад

Elon Musk has just Sued OpenAI, Sam Altman and Greg Brockman over them moving away from being Open Source. Musk States: "OpenAI, Inc. has been transformed into a closed-source de facto subsidiary of the largest technology company in the world: Microsoft. Under its new board, it is not just developing but is actually refining an AGI to maximize profits for Microsoft, rather than for the benefit of humanity." Musk's Claims include: - Breach of contract - Breach of fiduciary duty - Unfair business practices He is requesting that OpenAI 'revert back to open source' and that they do not profit off of their AGI technology. As much as some people attack Musk on issues, I can't help but see this as a positive move for humanity in general. Keep in mind that Musk donated $44 million of his money to OpenAI with their original "founding agreement" in mind. Whether the courts agree with is another story but it will be interesting to follow.
0:43

Elon Musk has just Sued OpenAI, Sam Altman and Greg Brockman over them moving away from being Open Source. Musk States: "OpenAI, Inc. has been transformed into a closed-source de facto subsidiary of the largest technology company in the world: Microsoft. Under its new board, it is not just developing but is actually refining an AGI to maximize profits for Microsoft, rather than for the benefit of humanity." Musk's Claims include: - Breach of contract - Breach of fiduciary duty - Unfair business practices He is requesting that OpenAI 'revert back to open source' and that they do not profit off of their AGI technology. As much as some people attack Musk on issues, I can't help but see this as a positive move for humanity in general. Keep in mind that Musk donated $44 million of his money to OpenAI with their original "founding agreement" in mind. Whether the courts agree with is another story but it will be interesting to follow.

Ed Krassenstein

260,511 просмотров • 2 лет назад

26-year old OpenAI whistleblower Suchir Balaji, who accused the company of violating copyright law, has been found dead in an apparent suicide. Below is a screenshot of his last post on X. Elon Musk on OpenAI: “I don't trust OpenAI. I started OpenAI as a non-profit open source. I named the company. It used to be open source but now it is extremely closed source and maximally profit.” “I don't trust Sam Altman and I don't think we want to have the most powerful AI in the world controlled by someone who is not trustworthy.”
1:10

26-year old OpenAI whistleblower Suchir Balaji, who accused the company of violating copyright law, has been found dead in an apparent suicide. Below is a screenshot of his last post on X. Elon Musk on OpenAI: “I don't trust OpenAI. I started OpenAI as a non-profit open source. I named the company. It used to be open source but now it is extremely closed source and maximally profit.” “I don't trust Sam Altman and I don't think we want to have the most powerful AI in the world controlled by someone who is not trustworthy.”

J Stewart

52,067 просмотров • 1 год назад

OpenAI's OWN CFO just admitted they cannot pay their bills. Let me walk you through what just leaked, because the implications are bigger than you'd expect: Sarah Friar, the Chief Financial Officer of OpenAI, has been warning OpenAI's leadership that the company may NOT be able to pay for the computing contracts it has already signed if revenue does not start growing a lot faster than it currently is. Read that sentence again, because it is the single most important thing you'll read about AI infrastructure this year. The person whose actual JOB is signing the checks is telling the people around her that the checks may not clear. Sam Altman and Friar issued a joint statement calling the report "ridiculous" and insisting they're aligned on buying as much compute as possible. Of course they did. Sarah Friar is steering this company into an IPO with a reported $852 billion valuation. The last thing they need 6 months before printing the S-1 is the CFO publicly questioning whether the entire infrastructure thesis is solvent. But the denial doesn't change what WAS reported. And the reported facts are devastating: OpenAI missed its internal target of 1 billion weekly active ChatGPT users by the end of 2025. ChatGPT's share of generative AI web traffic collapsed from 86.7% a year ago to 64.5% in January. In the same window, Google's Gemini rose from 5.7% to 21.5%. They missed MULTIPLE monthly revenue targets earlier this year. They are losing ground to Anthropic in coding and to enterprise customers more broadly. Subscribers are leaving. Now hold that picture in your head and look at what they have committed to spend: Roughly $1.4 TRILLION in data center, GPU, and memory contracts. $300 billion to Oracle. $250 billion to Microsoft. $38 billion to Amazon. $90 billion to AMD. Tens of billions more to Broadcom, CoreWeave, and Nvidia. And Deutsche Bank estimates $143 billion in cumulative negative free cash flow between now and 2029. The CFO is not "worried" because she is conservative by nature. She is worried because she is doing the math. Here's the part the market hasn't yet processed: OpenAI is the marginal buyer for the ENTIRE AI infrastructure complex. - Oracle's $553 billion backlog is more than half OpenAI. - Nvidia's 2027 revenue assumptions lean heavily on OpenAI deployments. - AMD's "$90 billion in cumulative hardware revenue" claim from its OpenAI deal IS the OpenAI deal. - CoreWeave is essentially a leveraged bet on OpenAI's ability to pay. - Broadcom's custom silicon roadmap was built around OpenAI demand. If OpenAI cannot fund the contracts it has signed, every one of those numbers gets re-cut. Every Mag 7 capex slide gets re-cut. Every analyst model that uses "AI infrastructure demand" as a justification for trading the S&P 500 at 26x forward earnings gets re-cut. This is exactly what I've been calling the counterparty risk problem. You can't have a $1.4 trillion supply chain whose ultimate customer expects to LOSE $143 billion before it generates a dollar of free cash flow, and then pretend the suppliers carry no risk. Pre-market this morning told you the market is starting to figure it out: Rambus down. Marvell down. Oracle indicated down 4.5%. Nvidia, AMD, Broadcom under pressure. The chip complex understands that "OpenAI's CFO is worried" is not noise. It is the first crack in the financing structure that the entire AI trade rests on. This is just like the junk bonds in 1989, Telecom in 2000, or Subprime CDOs in 2007. The pattern is always the same: Outside skeptics raise the alarm and get ignored. Then someone inside the building tells the truth and the building empties. Sarah Friar just told the truth. The Mag 7 are literally priced for OpenAI delivering what its OWN CFO says it may not be able to pay for. Below is a video from February of last year - everything is aging TERRIBLY...
1:08

OpenAI's OWN CFO just admitted they cannot pay their bills. Let me walk you through what just leaked, because the implications are bigger than you'd expect: Sarah Friar, the Chief Financial Officer of OpenAI, has been warning OpenAI's leadership that the company may NOT be able to pay for the computing contracts it has already signed if revenue does not start growing a lot faster than it currently is. Read that sentence again, because it is the single most important thing you'll read about AI infrastructure this year. The person whose actual JOB is signing the checks is telling the people around her that the checks may not clear. Sam Altman and Friar issued a joint statement calling the report "ridiculous" and insisting they're aligned on buying as much compute as possible. Of course they did. Sarah Friar is steering this company into an IPO with a reported $852 billion valuation. The last thing they need 6 months before printing the S-1 is the CFO publicly questioning whether the entire infrastructure thesis is solvent. But the denial doesn't change what WAS reported. And the reported facts are devastating: OpenAI missed its internal target of 1 billion weekly active ChatGPT users by the end of 2025. ChatGPT's share of generative AI web traffic collapsed from 86.7% a year ago to 64.5% in January. In the same window, Google's Gemini rose from 5.7% to 21.5%. They missed MULTIPLE monthly revenue targets earlier this year. They are losing ground to Anthropic in coding and to enterprise customers more broadly. Subscribers are leaving. Now hold that picture in your head and look at what they have committed to spend: Roughly $1.4 TRILLION in data center, GPU, and memory contracts. $300 billion to Oracle. $250 billion to Microsoft. $38 billion to Amazon. $90 billion to AMD. Tens of billions more to Broadcom, CoreWeave, and Nvidia. And Deutsche Bank estimates $143 billion in cumulative negative free cash flow between now and 2029. The CFO is not "worried" because she is conservative by nature. She is worried because she is doing the math. Here's the part the market hasn't yet processed: OpenAI is the marginal buyer for the ENTIRE AI infrastructure complex. - Oracle's $553 billion backlog is more than half OpenAI. - Nvidia's 2027 revenue assumptions lean heavily on OpenAI deployments. - AMD's "$90 billion in cumulative hardware revenue" claim from its OpenAI deal IS the OpenAI deal. - CoreWeave is essentially a leveraged bet on OpenAI's ability to pay. - Broadcom's custom silicon roadmap was built around OpenAI demand. If OpenAI cannot fund the contracts it has signed, every one of those numbers gets re-cut. Every Mag 7 capex slide gets re-cut. Every analyst model that uses "AI infrastructure demand" as a justification for trading the S&P 500 at 26x forward earnings gets re-cut. This is exactly what I've been calling the counterparty risk problem. You can't have a $1.4 trillion supply chain whose ultimate customer expects to LOSE $143 billion before it generates a dollar of free cash flow, and then pretend the suppliers carry no risk. Pre-market this morning told you the market is starting to figure it out: Rambus down. Marvell down. Oracle indicated down 4.5%. Nvidia, AMD, Broadcom under pressure. The chip complex understands that "OpenAI's CFO is worried" is not noise. It is the first crack in the financing structure that the entire AI trade rests on. This is just like the junk bonds in 1989, Telecom in 2000, or Subprime CDOs in 2007. The pattern is always the same: Outside skeptics raise the alarm and get ignored. Then someone inside the building tells the truth and the building empties. Sarah Friar just told the truth. The Mag 7 are literally priced for OpenAI delivering what its OWN CFO says it may not be able to pay for. Below is a video from February of last year - everything is aging TERRIBLY...

George Noble

25,935 просмотров • 1 месяц назад

🚨 Do you understand what SCAM ALTMAN has been doing? He made a crypto called Worldcoin that scans your eyeballs with a metal orb in exchange for tokens. The token hit $11.74 in 2024. Today $WLD is $0.28. Down 97%. His foundation dumped $65 million worth last week at $0.27 each. In Kenya they found the project exploiting extreme poverty to get people to scan their eyes for worthless crypto. In Berlin gangs were forcing homeless people and refugees to get scanned so they could pocket the rewards. Thailand raided a site and ordered 1.2 million scans deleted. Spain, Portugal, Hong Kong, Germany all banned or investigating. Snowden warned everyone. They say they delete the scans. They don't. They keep the digital fingerprint of your eyes forever in a privately owned database. In 2015 Elon Musk gave $38 million to co-found OpenAI with Altman. The deal was clear. Keep it nonprofit. Keep it open source. Build AI for humanity. Altman took the money. Turned it into a closed source for-profit company valued at $840 billion. Microsoft got 27%. Musk didn't see a dollar. Musk tried buying it back for $97.4 billion. Altman said on camera "no thank you but we will buy twitter for $9.74 billion." Asked about Musk in an interview he said "his whole life is from a position of insecurity. I don't think he's a happy person." Called the lawsuit "this week's episode." He's also investing in his own chip company that sells chips to OpenAI. Investing in energy companies that power OpenAI. Buying from himself. Musk filed a $134 billion lawsuit. Most people called him jealous. Then his lawyers found the personal diary of Greg Brockman, one of the original OpenAI co-founders. A 2017 entry reads "I cannot believe that we committed to non-profit if three months later we're doing b-corp then it was a lie." He admitted the nonprofit promise was never real. Two years before they officially went for-profit. The judge said there's "ample evidence." Sent it to a jury. Trial starts April 27. Musk said he'll donate every dollar to charity. Altman laughed on camera. Called Musk insecure. Called the lawsuit a joke. His own co-founder's diary says the nonprofit was never real. A jury decides in 28 days. Let's see who's laughing after the verdict.
1:06

🚨 Do you understand what SCAM ALTMAN has been doing? He made a crypto called Worldcoin that scans your eyeballs with a metal orb in exchange for tokens. The token hit $11.74 in 2024. Today $WLD is $0.28. Down 97%. His foundation dumped $65 million worth last week at $0.27 each. In Kenya they found the project exploiting extreme poverty to get people to scan their eyes for worthless crypto. In Berlin gangs were forcing homeless people and refugees to get scanned so they could pocket the rewards. Thailand raided a site and ordered 1.2 million scans deleted. Spain, Portugal, Hong Kong, Germany all banned or investigating. Snowden warned everyone. They say they delete the scans. They don't. They keep the digital fingerprint of your eyes forever in a privately owned database. In 2015 Elon Musk gave $38 million to co-found OpenAI with Altman. The deal was clear. Keep it nonprofit. Keep it open source. Build AI for humanity. Altman took the money. Turned it into a closed source for-profit company valued at $840 billion. Microsoft got 27%. Musk didn't see a dollar. Musk tried buying it back for $97.4 billion. Altman said on camera "no thank you but we will buy twitter for $9.74 billion." Asked about Musk in an interview he said "his whole life is from a position of insecurity. I don't think he's a happy person." Called the lawsuit "this week's episode." He's also investing in his own chip company that sells chips to OpenAI. Investing in energy companies that power OpenAI. Buying from himself. Musk filed a $134 billion lawsuit. Most people called him jealous. Then his lawyers found the personal diary of Greg Brockman, one of the original OpenAI co-founders. A 2017 entry reads "I cannot believe that we committed to non-profit if three months later we're doing b-corp then it was a lie." He admitted the nonprofit promise was never real. Two years before they officially went for-profit. The judge said there's "ample evidence." Sent it to a jury. Trial starts April 27. Musk said he'll donate every dollar to charity. Altman laughed on camera. Called Musk insecure. Called the lawsuit a joke. His own co-founder's diary says the nonprofit was never real. A jury decides in 28 days. Let's see who's laughing after the verdict.

Evan Luthra

823,903 просмотров • 2 месяцев назад

In 19 days, a jury in Oakland is going to decide whether the entire legal foundation of the AI industry is built on fraud. Everyone thinks the Musk vs Altman lawsuit is a billionaire grudge match. Two egos, one grudge, a $150 billion damages number designed for headlines. Easy to dismiss. Easy to scroll past. That's exactly what Altman wants you to think. Because what's actually on trial on April 27 is something much BIGGER than Elon's hurt feelings... A jury is going to decide whether you can legally take billions of dollars in nonprofit donations, use them to build the most valuable technology in human history, and then quietly convert that nonprofit into a for-profit company worth $850 billion. If the answer is no, the entire AI industry has a problem. Because OpenAI is not the only company that did this: Anthropic was founded by OpenAI defectors using the same nonprofit-first mission language. xAI pitches itself as building AI "for humanity." Every frontier lab has used the moral cover of "we're doing this for the good of the world" to attract talent, capital, and regulatory goodwill they would have never gotten otherwise. An Elon win doesn't just touch OpenAI. It creates a legal precedent that every AI company built on a nonprofit or public benefit promise becomes vulnerable to shareholder and donor clawback suits. That's why this case matters. And that's why Altman is panicking. Just look at what he did this week: Elon filed a motion demanding the court remove Altman and Brockman from their roles and FORCE OpenAI to return to its nonprofit origins. Then he amended the suit to say if he wins the $150 billion, all of it goes to OpenAI's charity arm. Not him. Zero dollars to Elon personally. That amendment was surgical. It stripped Altman of his entire public defense. He can no longer claim this is about Elon's ego or Elon's bank account. Elon is now legally on record saying he just wants the mission back. OpenAI's response was to panic-write a letter to the California and Delaware attorneys general asking them to investigate Elon for "anti-competitive behavior." Their strategy chief publicly accused Elon of coordinating attacks with Mark Zuckerberg. They called the lawsuit "harassment driven by ego and jealousy." That's NOT the response of a company that thinks it's going to win. Real companies with real defenses don't ask the government to silence the person suing them 3 weeks before trial. They let the evidence speak. OpenAI is scrambling because they know what's in discovery. Elon's team has been building this case for two years. Emails, board minutes, internal conversations about the conversion. The kind of paper trail that juries understand and executives can't explain away. And the timing couldn't be worse... OpenAI is trying to IPO at $852 billion. They just raised $122 billion. Microsoft has $135 billion of exposure to them. A jury verdict that even partially sides with Elon in late April or May would crater the entire IPO runway and send shockwaves through every major AI investor on Earth. This is why Altman spent the last 2 weeks doing press tours and policy blueprints and "super intelligence agendas" aimed at Washington. He's trying to REFRAME himself as the responsible statesman of AI right before a jury decides if he's a con artist. Most people will watch this trial start and think it's celebrity drama. The smart money is watching it and realizing that the legal foundation of the AI boom is about to be tested in court for the first time EVER. And if that foundation cracks, everything built on top of it is at risk.
1:28

In 19 days, a jury in Oakland is going to decide whether the entire legal foundation of the AI industry is built on fraud. Everyone thinks the Musk vs Altman lawsuit is a billionaire grudge match. Two egos, one grudge, a $150 billion damages number designed for headlines. Easy to dismiss. Easy to scroll past. That's exactly what Altman wants you to think. Because what's actually on trial on April 27 is something much BIGGER than Elon's hurt feelings... A jury is going to decide whether you can legally take billions of dollars in nonprofit donations, use them to build the most valuable technology in human history, and then quietly convert that nonprofit into a for-profit company worth $850 billion. If the answer is no, the entire AI industry has a problem. Because OpenAI is not the only company that did this: Anthropic was founded by OpenAI defectors using the same nonprofit-first mission language. xAI pitches itself as building AI "for humanity." Every frontier lab has used the moral cover of "we're doing this for the good of the world" to attract talent, capital, and regulatory goodwill they would have never gotten otherwise. An Elon win doesn't just touch OpenAI. It creates a legal precedent that every AI company built on a nonprofit or public benefit promise becomes vulnerable to shareholder and donor clawback suits. That's why this case matters. And that's why Altman is panicking. Just look at what he did this week: Elon filed a motion demanding the court remove Altman and Brockman from their roles and FORCE OpenAI to return to its nonprofit origins. Then he amended the suit to say if he wins the $150 billion, all of it goes to OpenAI's charity arm. Not him. Zero dollars to Elon personally. That amendment was surgical. It stripped Altman of his entire public defense. He can no longer claim this is about Elon's ego or Elon's bank account. Elon is now legally on record saying he just wants the mission back. OpenAI's response was to panic-write a letter to the California and Delaware attorneys general asking them to investigate Elon for "anti-competitive behavior." Their strategy chief publicly accused Elon of coordinating attacks with Mark Zuckerberg. They called the lawsuit "harassment driven by ego and jealousy." That's NOT the response of a company that thinks it's going to win. Real companies with real defenses don't ask the government to silence the person suing them 3 weeks before trial. They let the evidence speak. OpenAI is scrambling because they know what's in discovery. Elon's team has been building this case for two years. Emails, board minutes, internal conversations about the conversion. The kind of paper trail that juries understand and executives can't explain away. And the timing couldn't be worse... OpenAI is trying to IPO at $852 billion. They just raised $122 billion. Microsoft has $135 billion of exposure to them. A jury verdict that even partially sides with Elon in late April or May would crater the entire IPO runway and send shockwaves through every major AI investor on Earth. This is why Altman spent the last 2 weeks doing press tours and policy blueprints and "super intelligence agendas" aimed at Washington. He's trying to REFRAME himself as the responsible statesman of AI right before a jury decides if he's a con artist. Most people will watch this trial start and think it's celebrity drama. The smart money is watching it and realizing that the legal foundation of the AI boom is about to be tested in court for the first time EVER. And if that foundation cracks, everything built on top of it is at risk.

Ricardo

27,875,212 просмотров • 2 месяцев назад

Sam Altman just dropped the most insane business flex in tech history. OpenAI doing $13 BILLION in revenue this year. Projecting $100 BILLION by 2027. That's a 7.7X in revenue in 2 years. But they also just committed $1.4 TRILLION to infrastructure over 8 years. When a reporter asked "how the fuck are you paying for that?" Sam literally said: "We're doing WELL MORE revenue than reported. If you don't like it, I'll find someone to buy your shares." Then Satya Nadella (Microsoft CEO) just laughed. This is the most aggressive "fuck around and find out" energy I've ever seen from a CEO. OpenAI is literally spending 107X their current revenue on infrastructure. That's not a typo. ONE HUNDRED AND SEVEN TIMES Most cloud companies spend 15-30% of revenue on infrastructure. OpenAI? 10,700%. This is either: The biggest bet in tech history. OR The setup for the most catastrophic collapse since Theranos. And Sam's basically daring short-sellers to try him. "I would LOVE to see them get burned on that." Meanwhile they're losing $12 BILLION per quarter. Microsoft's latest earnings showed a $4 billion charge that implies OpenAI burned through $12B last quarter alone. But Sam doesn't care. He's doubling down. $300 billion deal with Oracle. $100 billion with Nvidia. Tens of billions more with AMD, Broadcom, and AWS. All while the company isn't even profitable. When the podcast host asked if OpenAI could hit $100 billion by 2028 or 2029... Sam cut him off and said: "How about '27?" This man is either: A) The next Elon Musk building the future. B) About to pull off the biggest financial implosion in tech history. There's literally no middle ground here. Either OpenAI becomes a trillion-dollar company. Or it goes down as the most expensive failure ever. And Sam's basically telling everyone who doubts him to short the stock so he can watch them burn...
2:14

Sam Altman just dropped the most insane business flex in tech history. OpenAI doing $13 BILLION in revenue this year. Projecting $100 BILLION by 2027. That's a 7.7X in revenue in 2 years. But they also just committed $1.4 TRILLION to infrastructure over 8 years. When a reporter asked "how the fuck are you paying for that?" Sam literally said: "We're doing WELL MORE revenue than reported. If you don't like it, I'll find someone to buy your shares." Then Satya Nadella (Microsoft CEO) just laughed. This is the most aggressive "fuck around and find out" energy I've ever seen from a CEO. OpenAI is literally spending 107X their current revenue on infrastructure. That's not a typo. ONE HUNDRED AND SEVEN TIMES Most cloud companies spend 15-30% of revenue on infrastructure. OpenAI? 10,700%. This is either: The biggest bet in tech history. OR The setup for the most catastrophic collapse since Theranos. And Sam's basically daring short-sellers to try him. "I would LOVE to see them get burned on that." Meanwhile they're losing $12 BILLION per quarter. Microsoft's latest earnings showed a $4 billion charge that implies OpenAI burned through $12B last quarter alone. But Sam doesn't care. He's doubling down. $300 billion deal with Oracle. $100 billion with Nvidia. Tens of billions more with AMD, Broadcom, and AWS. All while the company isn't even profitable. When the podcast host asked if OpenAI could hit $100 billion by 2028 or 2029... Sam cut him off and said: "How about '27?" This man is either: A) The next Elon Musk building the future. B) About to pull off the biggest financial implosion in tech history. There's literally no middle ground here. Either OpenAI becomes a trillion-dollar company. Or it goes down as the most expensive failure ever. And Sam's basically telling everyone who doubts him to short the stock so he can watch them burn...

Ricardo

429,490 просмотров • 7 месяцев назад

MEET THE NVIDIA KILLER: OpenAI bet $10 BILLION on this company that makes chips 20x faster than Nvidia's. If this plays out as expected, it’s over for Nvidia. Cerebras Systems just locked in 750 megawatts of computing power to OpenAI through 2028. For reference: that's equivalent to the annual power consumption of 600,000 US homes. The deal? Over $10 billion. Here's what nobody understands: Cerebras doesn't make normal chips. Nvidia sells you thousands of tiny chips that you connect together. Cerebras makes ONE chip. A single wafer-scale processor the size of a dinner plate. 900,000 AI cores. 4 trillion transistors. All on one piece of silicon. The result? When OpenAI tested it, Cerebras ran inference 20X FASTER than Nvidia GPUs. That's not incremental improvement. That's a different category of performance. But here's where the story gets wild: Four months ago, Cerebras was a struggling company. Their IPO filing revealed that 87% of their revenue came from ONE customer: G42, a UAE-based AI firm. The US government launched a national security review. G42 had ties to Huawei. Ties to China. The IPO collapsed. Investors panicked. Cerebras withdrew their filing in October 2025. Most startups would've been dead. Instead, Cerebras did the opposite. They raised $1.1 billion at an $8.1 billion valuation. Kicked G42 out of the cap table entirely. Got CFIUS clearance. Then landed the OpenAI deal. Now they're raising ANOTHER $1 billion at a $22 billion valuation. They more than DOUBLED their valuation in 4 months. From near-death to $22 billion. While getting rid of their biggest customer. Why OpenAI chose them: ChatGPT has 900 million weekly users. Sam Altman keeps saying they have a "severe shortage" of compute. They need SPEED, not just power. When you ask ChatGPT a question, there's a loop happening: You send request → model thinks → sends response back Nvidia chips are fast at training models. Cerebras chips are built specifically for inference. For real-time responses. For the exact bottleneck OpenAI is trying to solve. Sachin Katti from OpenAI said it best: "Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people." In other words: "We need this to scale ChatGPT." The competitive landscape just shifted: Nvidia announced a $100 billion deal with OpenAI in September. But it's still not finalized. Meanwhile, Cerebras closed their deal before Thanksgiving. And it's ALREADY being deployed. Here's the part that should terrify Nvidia: In December, Nvidia bought Groq for $20 billion. Groq makes fast inference chips. Just like Cerebras. So why would Nvidia spend $20 billion buying a competitor to something they supposedly already dominate? Because they know what's coming. Inference is the new battleground. And Cerebras is winning it. The IPO is coming Q2 2026. After this OpenAI deal, Cerebras now has: ✓ IBM contracts ✓ Department of Energy contracts ✓ OpenAI locked in for 3 years ✓ $22 billion valuation ✓ CFIUS clearance ✓ Zero customer concentration risk They went from 87% revenue dependency on one customer to the most diversified chip company outside Nvidia. In four months. The lesson? Smart money doesn't follow headlines. It follows where the AI leaders are actually spending. OpenAI didn't announce this deal for publicity. They need Cerebras hardware to scale ChatGPT. That's a $10 billion vote of confidence. While everyone's watching Nvidia stock, the real war is happening in inference. And the company with ONE giant chip just beat the company with thousands of tiny ones. What do you think happens when Cerebras IPOs?
1:03

MEET THE NVIDIA KILLER: OpenAI bet $10 BILLION on this company that makes chips 20x faster than Nvidia's. If this plays out as expected, it’s over for Nvidia. Cerebras Systems just locked in 750 megawatts of computing power to OpenAI through 2028. For reference: that's equivalent to the annual power consumption of 600,000 US homes. The deal? Over $10 billion. Here's what nobody understands: Cerebras doesn't make normal chips. Nvidia sells you thousands of tiny chips that you connect together. Cerebras makes ONE chip. A single wafer-scale processor the size of a dinner plate. 900,000 AI cores. 4 trillion transistors. All on one piece of silicon. The result? When OpenAI tested it, Cerebras ran inference 20X FASTER than Nvidia GPUs. That's not incremental improvement. That's a different category of performance. But here's where the story gets wild: Four months ago, Cerebras was a struggling company. Their IPO filing revealed that 87% of their revenue came from ONE customer: G42, a UAE-based AI firm. The US government launched a national security review. G42 had ties to Huawei. Ties to China. The IPO collapsed. Investors panicked. Cerebras withdrew their filing in October 2025. Most startups would've been dead. Instead, Cerebras did the opposite. They raised $1.1 billion at an $8.1 billion valuation. Kicked G42 out of the cap table entirely. Got CFIUS clearance. Then landed the OpenAI deal. Now they're raising ANOTHER $1 billion at a $22 billion valuation. They more than DOUBLED their valuation in 4 months. From near-death to $22 billion. While getting rid of their biggest customer. Why OpenAI chose them: ChatGPT has 900 million weekly users. Sam Altman keeps saying they have a "severe shortage" of compute. They need SPEED, not just power. When you ask ChatGPT a question, there's a loop happening: You send request → model thinks → sends response back Nvidia chips are fast at training models. Cerebras chips are built specifically for inference. For real-time responses. For the exact bottleneck OpenAI is trying to solve. Sachin Katti from OpenAI said it best: "Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people." In other words: "We need this to scale ChatGPT." The competitive landscape just shifted: Nvidia announced a $100 billion deal with OpenAI in September. But it's still not finalized. Meanwhile, Cerebras closed their deal before Thanksgiving. And it's ALREADY being deployed. Here's the part that should terrify Nvidia: In December, Nvidia bought Groq for $20 billion. Groq makes fast inference chips. Just like Cerebras. So why would Nvidia spend $20 billion buying a competitor to something they supposedly already dominate? Because they know what's coming. Inference is the new battleground. And Cerebras is winning it. The IPO is coming Q2 2026. After this OpenAI deal, Cerebras now has: ✓ IBM contracts ✓ Department of Energy contracts ✓ OpenAI locked in for 3 years ✓ $22 billion valuation ✓ CFIUS clearance ✓ Zero customer concentration risk They went from 87% revenue dependency on one customer to the most diversified chip company outside Nvidia. In four months. The lesson? Smart money doesn't follow headlines. It follows where the AI leaders are actually spending. OpenAI didn't announce this deal for publicity. They need Cerebras hardware to scale ChatGPT. That's a $10 billion vote of confidence. While everyone's watching Nvidia stock, the real war is happening in inference. And the company with ONE giant chip just beat the company with thousands of tiny ones. What do you think happens when Cerebras IPOs?

Ricardo

28,088 просмотров • 5 месяцев назад

Sam Altman cut a deal with the Department of War for the Pentagon to use OpenAI in classified work. And Altman keeps trying to reassure users that he's sticking to his values. The problem is, Altman has a long history of lying. A long history.
2:54

Sam Altman cut a deal with the Department of War for the Pentagon to use OpenAI in classified work. And Altman keeps trying to reassure users that he's sticking to his values. The problem is, Altman has a long history of lying. A long history.

More Perfect Union

29,170 просмотров • 3 месяцев назад