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Sam Altman says "code reds" are low-stakes, frequent, and worth the paranoia OpenAI treats competitors' threats like pandemics: act early, not after the panic DeepSeek triggered one earlier this year; Gemini 3 just did too. "we won't be in this code red much longer... usually it's 6 to 8 weeks"

232,869 Aufrufe • vor 8 Monaten •via X (Twitter)

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🚨 BREAKING: AI expert Yoshua Bengio just revealed Sam Altman's 'code red' is proof the AI race is now in survival mode. The Financial Times broke it... Sam Altman had declared code red at OpenAI. The same Altman who once called superhuman intelligence the greatest threat to humanity. Google and Anthropic were catching up. Internally, the gloves came off. It wasn't the first code red. Three years earlier, when ChatGPT first shipped, Sergey and Larry had declared code red at Google. Two code reds. Same race. Different incumbents panicking. "It is not a healthy race for all the reasons we've been discussing." "What would be a more healthy scenario is one in which we try to abstract away these commercial pressures." "They're in survival mode, right?" "And think about both the scientific and the societal problems." But the labs couldn't see past the next quarter. In other words: Survival mode killed the scientific question. "They're so obsessed by that race that they don't pay attention to how we might be doing things differently." "Where are they all racing? They're racing towards replacing jobs that people do." "Because there's like quadrillions of dollars to be made by doing that." The pitch was always "AI for medicine. AI for science." The internal memo said something else. Quadrillions, in survival mode, with a second code red on the wall. If you're new here, follow AI Evolution for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Yoshua Bengio ( Yoshua Bengio ), Turing Award–winning AI pioneer and founder of Mila, on Steven Bartlett's ( @SteveBartlettSC ) Diary Of A CEO

AI Evolution

16,583 Aufrufe • vor 2 Monaten

Google just STOLE Apple away from OpenAI... And it might decide who wins the AI race. Apple announced a multi-year $1 billion deal with Google to power the next generation of Siri using Gemini AI. Not ChatGPT. Gemini. This is the same Apple that 18 months ago announced a partnership with OpenAI to integrate ChatGPT into iPhones. Everyone thought that meant OpenAI won. Turns out it was an audition. And OpenAI failed. Here's why: June 2024: Apple announces OpenAI partnership. Sam Altman tweets: "very happy to be partnering with apple." Media declares OpenAI the winner of the AI race. December 2025: Sam Altman issues "code red" at OpenAI. Tells everyone to pause everything and ship ChatGPT 5.2 faster. Why the panic? Google released Gemini 3 and it was actually good. January 2026: Apple picks Google. ChatGPT stays as an "optional feature" for complicated queries. But Gemini becomes the DEFAULT intelligence layer for 2 billion Apple devices. The financial reality: Apple pays OpenAI $0 But Apple pays Google $1 BILLION per year That's a verdict. The excuse OpenAI gave for why they did it for free was "exposure to millions of iPhone users." Which basically means "we couldn't negotiate worth shit." Meanwhile Google walked away with both the money AND the distribution. Why Google won: Infrastructure ownership. OpenAI runs on Microsoft's Azure cloud. That creates a dependency chain: Apple → OpenAI → Microsoft. 3 companies. 3 points of failure. Google owns its entire stack. One relationship. Zero middlemen. Apple's statement said Google's technology provides "the most capable foundation." Not "most innovative." Not "best partner." Most CAPABLE. In other words, OpenAI's tech couldn't handle the scale. The Alphabet boost: Google's stock hit $4 trillion market cap after the announcement. Up 65% in 2024 on AI momentum alone. This deal validates Google's pivot from "search company" to "AI infrastructure company." Now they power Samsung's Galaxy AI AND Apple's Siri. Billions of mobile devices running on Gemini. OpenAI's big problem here: Still no profit. Ever. Anthropic is stealing enterprise customers. DeepSeek launched a price war forcing ChatGPT to cut prices. GPT-5 was overhyped and underwhelming. Circular financing deals are getting scrutinized. And now Apple just downgraded them from partner to backup option. That "code red" in December? Too little, too late. The reality everyone's missing: This isn't about chatbot quality. It's about who owns the infrastructure to power billions of devices. Google proved it with Samsung. Now Apple. OpenAI proved it can build a viral product but can't scale it profitably. Very different skill sets. Elon called it "unreasonable concentration of power for Google." He's right. But that's exactly why Apple chose them. Apple doesn't want a startup partner. They want a utility provider. Google is now the default AI for Android AND iOS. OpenAI is relegated to opt-in queries for people who specifically request ChatGPT. That's the difference between infrastructure and feature. The next 12 months: Apple launches Gemini-powered Siri in spring 2026. If it works, every iPhone user defaults to Google's AI. ChatGPT becomes the thing people use when Siri can't answer. The backup plan. My takeaway for entrepreneurs watching this: Distribution beats innovation. Google didn't necessarily build a better chatbot. They built better infrastructure and negotiated better terms. OpenAI won the hype race. Google won the business war. What do you think can save OpenAI now?

Ricardo

50,720 Aufrufe • vor 7 Monaten

Sam Altman explains the fire code model for AI safety: stop pretending labs can block every dangerous use, build resilience before bio or cyber goes visibly wrong. "The shift that I think the world needs to make for AI security generally, and biosecurity in particular, is to move from one of blocking to one of resilience." "Fire did all these wonderful things for society. Then it started burning down cities. We tried to do all of these things to restrict fire." "Curfew comes from when you were not allowed to have fires anymore because they were burning down cities. And then we got better at resilience to fire. We came up with fire code and flame resistant materials." "I think we need to think about AI the same way. AI is going to be a real problem for bioterrorism. AI is going to be a real problem for cybersecurity. AI is also a solution to those things." "We need a society-wide effort to provide the infrastructure for this resilience, not labs that we trust to always block what they are supposed to block." "If something goes really wrong, visibly really wrong for AI this year, I think bio would be a reasonable bet for what that could be. And then as we get into next year and the following year, you can imagine lots of other things going really wrong too." Most AI safety debates still treat the model lab as the main checkpoint. Sam is describing a different stack: fire code for AI, resilience infrastructure, bio researchers, cyber defense, many good models, and public systems that keep working when blocking fails. Call it the assurance layer: who tests, who audits, who verifies, who discloses, who is accountable when AI enters biological, cyber, medical, financial, and government workflows. P.S. This is exactly why we are convening the AI Assurance & Governance Summit at Stanford Faculty Club on Oct 1, 2026: frontier labs, regulated industries, VCs, researchers, insurers, and practical trust evaluation in one room. Reserve a seat: Source: Sam Altman (Sam Altman), CEO of OpenAI, at OpenAI Town Hall.

Karl Mehta

14,990 Aufrufe • vor 1 Monat