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🚨 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....

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Tuki

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100,703 просмотров • 4 месяцев назад •via X (Twitter)

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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

209,440 просмотров • 4 месяцев назад

OpenAI saga in 90 seconds: - Thursday night, Sam Altman gets a text from Ilya Sutskever, OpenAI’s chief scientist & board member asking to chat on Friday. - Friday at Noon, Sam Altman is fired by the Open AI board because he was “not consistently candid in his communications.” - CTO Mira Murati is made Interim CEO. - Microsoft, OpenAI’s largest investor, found out about the move 1 minute before the announcement. Their stock gets crushed. - Right after, Greg Brockman, OpenAI’s President is asked to chat, where he’s told he’s removed from the board but retaining his role. - Greg resigns from OpenAI in solidarity with Sam Altman shortly after. - Tech news & twitter subsequently blow the f*ck up. - Sam Altman fires off a few tweets saying how grateful he was for openAI and the people and how he’d have more things to say soon. - OpenAI employees start tweeting hearts supposedly a signal to the board of who would leave OpenAI to follow Sam Altman if the decision was kept. - By Saturday, rumors start that the OpenAI board is in discussions to bring Sam Altman back as CEO. - Sam Altman tweets out a picture of him wearing a guest pass at OpenAI HQ. - Microsoft & Satya Nadella lead the charge to negotiate with the board. - Board negotiation ends with Altman officially being out on Sunday night & employees streaming out of the office. - Monday morning Twitch cofounder Emmett Shear is named interim CEO. - Around the same time, Satya Nadella announces that Sam is joining Microsoft as the CEO of a new AI research group & former OpenAI leaders like Greg Brockman are joining him. - Still Monday Morning, OpenAI employees share a letter with the board where 650 of 700 employees tell the board to resign.
1:31

OpenAI saga in 90 seconds: - Thursday night, Sam Altman gets a text from Ilya Sutskever, OpenAI’s chief scientist & board member asking to chat on Friday. - Friday at Noon, Sam Altman is fired by the Open AI board because he was “not consistently candid in his communications.” - CTO Mira Murati is made Interim CEO. - Microsoft, OpenAI’s largest investor, found out about the move 1 minute before the announcement. Their stock gets crushed. - Right after, Greg Brockman, OpenAI’s President is asked to chat, where he’s told he’s removed from the board but retaining his role. - Greg resigns from OpenAI in solidarity with Sam Altman shortly after. - Tech news & twitter subsequently blow the f*ck up. - Sam Altman fires off a few tweets saying how grateful he was for openAI and the people and how he’d have more things to say soon. - OpenAI employees start tweeting hearts supposedly a signal to the board of who would leave OpenAI to follow Sam Altman if the decision was kept. - By Saturday, rumors start that the OpenAI board is in discussions to bring Sam Altman back as CEO. - Sam Altman tweets out a picture of him wearing a guest pass at OpenAI HQ. - Microsoft & Satya Nadella lead the charge to negotiate with the board. - Board negotiation ends with Altman officially being out on Sunday night & employees streaming out of the office. - Monday morning Twitch cofounder Emmett Shear is named interim CEO. - Around the same time, Satya Nadella announces that Sam is joining Microsoft as the CEO of a new AI research group & former OpenAI leaders like Greg Brockman are joining him. - Still Monday Morning, OpenAI employees share a letter with the board where 650 of 700 employees tell the board to resign.

Alex Lieberman

957,503 просмотров • 2 лет 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 • 7 месяцев назад

Amazon MGM Studios is handing off the highly-anticipated movie about OpenAI CEO Sam Altman to another studio, CBS News' Jo Ling Kent reports. The move notably follows Amazon's February deal with the AI company to expand OpenAI's use of Amazon Web Services, an agreement that included a $50 billion investment in OpenAI.
1:06

Amazon MGM Studios is handing off the highly-anticipated movie about OpenAI CEO Sam Altman to another studio, CBS News' Jo Ling Kent reports. The move notably follows Amazon's February deal with the AI company to expand OpenAI's use of Amazon Web Services, an agreement that included a $50 billion investment in OpenAI.

CBS News

20,991 просмотров • 1 месяц назад

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.
0:39

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

Rekt Fencer

262,664 просмотров • 2 месяцев назад

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.
0:40

🚨 WARNING: AI BUBBLE IS ABOUT TO BURST Microsoft gave OpenAI $13 BILLION. OpenAI sent it back through Azure. Microsoft booked it as revenue. Amazon and Google are running similar loops with Anthropic while marking up huge paper gains from AI valuations. OpenAI is spending over $60 BILLION a year on compute while generating only $25 BILLION in revenue. Ray Dalio has warned that late stage bubbles are driven by fake flows, not real economics. That is exactly what this is starting to look like.

DANNY

107,082 просмотров • 20 дней назад

Elon Musk offered $97.4 billion to buy OpenAI, and Sam Altman answered in under 60 minutes. “no thank you but we will buy twitter for $9.74 billion if you want.” Same digits, 1/10th the price the insult was in the math. Rewind to 2015, when Musk co-founded OpenAI as a nonprofit, put in $44 million and sent late-night emails about saving humanity. Then he walked. OpenAI took $13 billion from Microsoft, shipped ChatGPT and grew into a $135 billion company without him. Altman wrote him a private email: “I don’t think OpenAI would have happened without you and it really fing hurts when you publicly attack us.” Musk reply came in public instead “Scam Altman,” “Greg Stockman,” and then a lawsuit. In court, OpenAI lawyer handed him a 2018 email from his own inbox, spelling out the plan to raise $10 billion years before he claims he learned of it. Musk, under oath: “I did not read the fine print.” The lawyer: “It’s a 4-page document.” The jury ruled against him unanimously. So count what’s left on the table: a $44 million donation, a $97.4 billion bid dead in an hour, and a $135 billion company run by the man he once mentored. He co-founded the future, then sued it and it won.
5:28

Elon Musk offered $97.4 billion to buy OpenAI, and Sam Altman answered in under 60 minutes. “no thank you but we will buy twitter for $9.74 billion if you want.” Same digits, 1/10th the price the insult was in the math. Rewind to 2015, when Musk co-founded OpenAI as a nonprofit, put in $44 million and sent late-night emails about saving humanity. Then he walked. OpenAI took $13 billion from Microsoft, shipped ChatGPT and grew into a $135 billion company without him. Altman wrote him a private email: “I don’t think OpenAI would have happened without you and it really fing hurts when you publicly attack us.” Musk reply came in public instead “Scam Altman,” “Greg Stockman,” and then a lawsuit. In court, OpenAI lawyer handed him a 2018 email from his own inbox, spelling out the plan to raise $10 billion years before he claims he learned of it. Musk, under oath: “I did not read the fine print.” The lawyer: “It’s a 4-page document.” The jury ruled against him unanimously. So count what’s left on the table: a $44 million donation, a $97.4 billion bid dead in an hour, and a $135 billion company run by the man he once mentored. He co-founded the future, then sued it and it won.

West Lord

4,443,998 просмотров • 1 месяц 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 • 3 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

429,960 просмотров • 9 месяцев назад

Jason Calacanis issues a brutal warning to every developer: “If I were any kind of developer, I would never work with Sam Altman and OpenAI” “This is a warning for anybody dumb enough to use Sam Altman’s OpenAI API” He says Altman is actively studying exactly how you use the API because he wants every single dollar of revenue from the entire ecosystem. No prisoners Sam comes from the Zuckerberg school of business: give people tools, study what they build, and like the Borg, steal every innovation they create Exactly like Bill Gates did at Microsoft - let people build Lotus 1-2-3 then release Excel, let them build WordPerfect and WordStar then release Microsoft Word
1:10

Jason Calacanis issues a brutal warning to every developer: “If I were any kind of developer, I would never work with Sam Altman and OpenAI” “This is a warning for anybody dumb enough to use Sam Altman’s OpenAI API” He says Altman is actively studying exactly how you use the API because he wants every single dollar of revenue from the entire ecosystem. No prisoners Sam comes from the Zuckerberg school of business: give people tools, study what they build, and like the Borg, steal every innovation they create Exactly like Bill Gates did at Microsoft - let people build Lotus 1-2-3 then release Excel, let them build WordPerfect and WordStar then release Microsoft Word

X Freeze

508,308 просмотров • 5 месяцев назад

Elon Musk on Sam Altman: "I'm not a fan of Sam Altman because if you started a non-profit that was meant to be an open source AI company and it somehow got turned into an 800 billion dollar for-profit company with closed source, I think you'd be like, well, wait a second, that's the exact opposite of what I donated the money for. That's my issue. I think it's a legitimate one. And then Dario, I think, also is not a fan of Sam Altman because he felt, in fact, the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI. But at the end of the day, if we have to talk, we'll talk.I mean, set aside our personal differences for the good of the world."
1:25

Elon Musk on Sam Altman: "I'm not a fan of Sam Altman because if you started a non-profit that was meant to be an open source AI company and it somehow got turned into an 800 billion dollar for-profit company with closed source, I think you'd be like, well, wait a second, that's the exact opposite of what I donated the money for. That's my issue. I think it's a legitimate one. And then Dario, I think, also is not a fan of Sam Altman because he felt, in fact, the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI. But at the end of the day, if we have to talk, we'll talk.I mean, set aside our personal differences for the good of the world."

DogeDesigner

240,039 просмотров • 22 дней назад

Sam Altman just got sued by Apple. And that's not even his biggest problem this year!! His own co-founder, Elon Musk, spent two years trying to prove in court that Altman betrayed him. 😯 Now Apple says OpenAI stole its secrets too. Two billion-dollar wars. One CEO in the middle. 🤨 Back in 2015, Musk and Altman built OpenAI as a nonprofit, a lab to build AI safely before Google could lock it down. Musk put in $38 million. Altman turned OpenAI into a for-profit company. Apple's claim: OpenAI stole its secrets to build it. OpenAI's hardware boss, Tang Tan, a former Apple VP, allegedly told job candidates still at Apple to bring "actual parts," like batteries and logic boards, for "show and tell." Is his empire standing on stolen ground? 🤔 Tell us what you think, and subscribe Donald J Trump Posts TruthSocial for more.
2:40

Sam Altman just got sued by Apple. And that's not even his biggest problem this year!! His own co-founder, Elon Musk, spent two years trying to prove in court that Altman betrayed him. 😯 Now Apple says OpenAI stole its secrets too. Two billion-dollar wars. One CEO in the middle. 🤨 Back in 2015, Musk and Altman built OpenAI as a nonprofit, a lab to build AI safely before Google could lock it down. Musk put in $38 million. Altman turned OpenAI into a for-profit company. Apple's claim: OpenAI stole its secrets to build it. OpenAI's hardware boss, Tang Tan, a former Apple VP, allegedly told job candidates still at Apple to bring "actual parts," like batteries and logic boards, for "show and tell." Is his empire standing on stolen ground? 🤔 Tell us what you think, and subscribe Donald J Trump Posts TruthSocial for more.

Donald J Trump Posts TruthSocial

656,547 просмотров • 1 месяц назад

BREAKING: Elon Musk has LOST his landmark lawsuit against OpenAI after a California jury determined that the statute of limitations had run out on his key claims. CNN: “[The jury] found that Elon Musk waited too long to bring this case against OpenAI and Sam Altman... OpenAI transitioned to this for-profit structure 5 years ago; the statute of limitations was 3 years ago.” The trial centered on Musk’s accusations that OpenAI betrayed its original nonprofit mission — which he helped found and fund with tens of millions — by shifting to a for-profit model. Musk was seeking up to $150B in damages, OpenAI to shift back to a non-profit, and for Sam Altman to lose his job.
1:44

BREAKING: Elon Musk has LOST his landmark lawsuit against OpenAI after a California jury determined that the statute of limitations had run out on his key claims. CNN: “[The jury] found that Elon Musk waited too long to bring this case against OpenAI and Sam Altman... OpenAI transitioned to this for-profit structure 5 years ago; the statute of limitations was 3 years ago.” The trial centered on Musk’s accusations that OpenAI betrayed its original nonprofit mission — which he helped found and fund with tens of millions — by shifting to a for-profit model. Musk was seeking up to $150B in damages, OpenAI to shift back to a non-profit, and for Sam Altman to lose his job.

RedWave Press

14,341 просмотров • 2 месяцев назад

Sam Altman said some jobs will completely disappear with AI. He explained young people adapt best, but older workers face more challenges. Altman believes now is the best time in history for young people to create. A single person can now build a billion-dollar company.
0:59

Sam Altman said some jobs will completely disappear with AI. He explained young people adapt best, but older workers face more challenges. Altman believes now is the best time in history for young people to create. A single person can now build a billion-dollar company.

Wes Roth

34,037 просмотров • 11 месяцев назад

Michael Saylor talked about not selling Bitcoin for years now he just signed off on selling up to $1.25 billion of Bitcoin to build a USD reserve and $MSTR sits on one of the biggest unrealized losses in history at $13 billion is $MSTR going bankrupt?
1:13

Michael Saylor talked about not selling Bitcoin for years now he just signed off on selling up to $1.25 billion of Bitcoin to build a USD reserve and $MSTR sits on one of the biggest unrealized losses in history at $13 billion is $MSTR going bankrupt?

Ashley

58,483 просмотров • 1 месяц назад

How To Build The Future: Sam Altman At OpenAI, Sam Altman and his team have overseen major leaps forward in machine learning, generative AI, and, most recently, LLMs that can reason at PhD levels. And this is just the beginning— in his latest essay Sam predicted that ASI is just a few thousand days away. In this episode of our rebooted series "How To Build The Future," Garry Tan sits down with Sam to talk about the origins of OpenAI, what’s next for the company, and what advice he has for founders navigating this massive platform shift.
0:46

How To Build The Future: Sam Altman At OpenAI, Sam Altman and his team have overseen major leaps forward in machine learning, generative AI, and, most recently, LLMs that can reason at PhD levels. And this is just the beginning— in his latest essay Sam predicted that ASI is just a few thousand days away. In this episode of our rebooted series "How To Build The Future," Garry Tan sits down with Sam to talk about the origins of OpenAI, what’s next for the company, and what advice he has for founders navigating this massive platform shift.

Y Combinator

148,629 просмотров • 1 год назад

THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.
0:22

THIS IS ABSOLUTELY RIDICULOUS. OpenAI and Anthropic are losing money on every dollar they make. OpenAI generated $20 billion in revenue in 2025 and is projected to lose $14 billion in the same year. Internal forecasts project cumulative losses hitting $44 billion by 2028. The company's own CFO warned executives in April 2026 that OpenAI might struggle to finance upcoming computing deals if revenue growth slows. Anthropic reached $4.3 billion in annualized revenue in April 2026 against $19 billion in total costs. It spends $3 to make $1, and is not expected to stop burning cash until 2027. Now look at what these two companies have committed to spend. OpenAI and Anthropic together have committed $1.05 trillion in cloud spending to Microsoft, Oracle, Google and Amazon, making up 43 to 54% of each provider's entire future revenue backlog. - Microsoft: $627B total backlog. OpenAI and Anthropic account for 49%. - Oracle: $553B total backlog. OpenAI alone accounts for 54%. - Google: $467.6B total backlog. Anthropic accounts for 43%. - Amazon: $464B total backlog. OpenAI and Anthropic account for 51%. The entire cloud industry's future revenue is a bet on two companies losing billions every quarter. Microsoft, Alphabet, Meta and Amazon are collectively expected to spend $725 billion in capex in 2026, almost entirely on AI infrastructure. Combined hyperscaler capex from 2025 to 2027 is projected at $1.15 trillion, more than double what was spent from 2022 to 2024. What is the return on all of this? McKinsey's 2025 State of AI survey found that only a minority of companies reported AI meaningfully increased revenue or reduced costs. Enterprise generative AI spending grew from $1.7 billion in 2023 to $37 billion in 2025 and most CIOs still describe their initiatives as pilots without clear ROI metrics. Microsoft's AI business is running at a $37 billion annual revenue run rate with 123% year over year growth. That sounds impressive until you realize most of the capex funding is justified by expected future AI revenue rather than current AI profit. The internet burned money for years before it became the most profitable industry in history. But right now $1 trillion in committed cloud spend, $725 billion in annual capex, two loss-making customers making up half of every major cloud provider's revenue backlog, and the enterprises writing the checks cannot tell you if any of it is working.

Crypto Rover

58,862 просмотров • 2 месяцев 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 • 3 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

1,197,555 просмотров • 5 месяцев назад

OPENAI IS GOING TO TAKE THIS ENTIRE MARKET DOWN WITH IT And you don't have to own a single share to get hurt. What I'm about to explain should worry anybody who thinks they're diversified: OpenAI is a LOAD-BEARING company. Pull it out and the whole structure comes down. They spent $17.2 billion on Microsoft Azure in calendar 2025, which is 69% of Microsoft's entire year-over-year growth. Take that one customer out and Azure grew 8%, which barely beats inflation. Now look at what Microsoft just reported: The backlog everyone is celebrating came in at $678 billion, up 84%, and the stock ripped. Sounds fantastic until you realize that when you exclude OpenAI the backlog grew only 25%. Back in January, when that number was $625 billion, roughly $281 billion of it was owed by one private company nobody can audit. And Oracle is in even WORSE shape. Something like $300 billion of its backlog, more than half, rides on the same counterparty. So you think you own Microsoft, Oracle, Amazon, CoreWeave, Nvidia and SoftBank? What you actually own is the same trade 6 different ways, and every leg of it runs back to one company that burns cash and still cannot go public. The people with real money are already backing out. Julien Garran pointed out that Masayoshi Son could not get a $10 billion bridge loan against his own OpenAI shares. Think about that for a second, because nobody says no to that man. Blue Owl walked away from a $10 billion Oracle financing. Three months ago the banks were dancing near the door and now they are walking through it. Then there is Julien's depreciation work, which makes this even worse: Run the capex schedule out and hyperscaler net income falls 98% by 2033. To break even they would need to build 20 killer apps inside 6 years. Another Google Search. Another YouTube. Another Office. They have not built ONE. If OpenAI cannot go public in the next 8 months, they are dead. Whenever you see hubris and debt in the same room, run, don't walk.
2:33

OPENAI IS GOING TO TAKE THIS ENTIRE MARKET DOWN WITH IT And you don't have to own a single share to get hurt. What I'm about to explain should worry anybody who thinks they're diversified: OpenAI is a LOAD-BEARING company. Pull it out and the whole structure comes down. They spent $17.2 billion on Microsoft Azure in calendar 2025, which is 69% of Microsoft's entire year-over-year growth. Take that one customer out and Azure grew 8%, which barely beats inflation. Now look at what Microsoft just reported: The backlog everyone is celebrating came in at $678 billion, up 84%, and the stock ripped. Sounds fantastic until you realize that when you exclude OpenAI the backlog grew only 25%. Back in January, when that number was $625 billion, roughly $281 billion of it was owed by one private company nobody can audit. And Oracle is in even WORSE shape. Something like $300 billion of its backlog, more than half, rides on the same counterparty. So you think you own Microsoft, Oracle, Amazon, CoreWeave, Nvidia and SoftBank? What you actually own is the same trade 6 different ways, and every leg of it runs back to one company that burns cash and still cannot go public. The people with real money are already backing out. Julien Garran pointed out that Masayoshi Son could not get a $10 billion bridge loan against his own OpenAI shares. Think about that for a second, because nobody says no to that man. Blue Owl walked away from a $10 billion Oracle financing. Three months ago the banks were dancing near the door and now they are walking through it. Then there is Julien's depreciation work, which makes this even worse: Run the capex schedule out and hyperscaler net income falls 98% by 2033. To break even they would need to build 20 killer apps inside 6 years. Another Google Search. Another YouTube. Another Office. They have not built ONE. If OpenAI cannot go public in the next 8 months, they are dead. Whenever you see hubris and debt in the same room, run, don't walk.

George Noble

293,118 просмотров • 14 дней назад