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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....

100,818 次观看 • 6 个月前 •via X (Twitter)

31 条评论

Moog Rogue 的头像
Moog Rogue6 个月前

OpenAI will cease to be an independent company in 24 months.

AI Sauce 的头像
AI Sauce6 个月前

the "masterclass in finesse" framing makes this sound like genius when it might just be a messy corporate divorce playing out in public. microsoft still has 27% equity and IP exclusivity through 2032. altman didn't outmaneuver them. he just found the one door they left unlocked

Ēṭēr̥ṇāl̥ 的头像
Ēṭēr̥ṇāl̥6 个月前

Sam taking Microsoft's 13 billion then signing that huge Amazon deal is wild. But calling it a masterclass ignores they still own nearly 30 percent of OpenAI plus those IP rights. This could blow up fast. You think Microsoft actually sues or is it mostly leverage?

Tuki 的头像
Tuki6 个月前

🚨 If you’re seeing this, follow me and turn on my post notifications. I unapologetically share my takes on AI and its updates. Things are only going to get more interesting from here.

Abhijith M B 的头像
Abhijith M B6 个月前

Sam Altman is a scammer, don't glorify such people. If humanity is destroyed, I'm pretty sure he will have a major role to play in it. So, this hero walk with a blast in the background should ideally have a shockwave that cuts him in half.

Banana Republic 的头像
Banana Republic6 个月前

Microsoft owns 27% of OpenAI and is now threatening to sue it! Meanwhile Sam needs a clean IPO to unlock Amazon's full $50B 😬 The Gorilla funded the cage, the Monkey redecorated it, now everyone's lawyering up.

Manu⚡️🚀 的头像
Manu⚡️🚀6 个月前

With Elon suing too, I can see a dark horizon for Sam.

Nikunj Bansal e/acc 🇺🇸 的头像
Nikunj Bansal e/acc 🇺🇸6 个月前

😂

Aaryan Gondal 的头像
Aaryan Gondal6 个月前

@grok verify and weigh in with your thoughts

Ahriuk 的头像
Ahriuk6 个月前

Question is: who actually controls the stack after all this?

Departamento de Eficiencia Gubernamental 的头像
Departamento de Eficiencia Gubernamental6 个月前

He’s an asshole.

Adam ∣ Building to $10K/mo live 的头像
Adam ∣ Building to $10K/mo live6 个月前

The part nobody's asking: Microsoft structured this as an investment, not an exclusivity contract with real legal teeth, so what exactly are their lawyers fighting over? Because if the deal had no enforceable lock-in clause on cloud partnerships, the $13B was essentially a gift with no strings.

David T Kramaley 的头像
David T Kramaley6 个月前

openai's leverage game is real

2key 🫥 的头像
2key 🫥6 个月前

This isn’t finesse, it’s leverage at a level most people can’t even see.

Spice 🇨🇦🍁 的头像
Spice 🇨🇦🍁6 个月前

He is running a major scam that is.

Alicia Lalone🟧 的头像
Alicia Lalone🟧6 个月前

#OpenAI #AINews

RK Vishnoi 的头像
RK Vishnoi6 个月前

Man how confident is he to fight such giants coming out of no where

Solglyph 的头像
Solglyph6 个月前

That's quite a story! Sam Altman seems like a resilient leader who has shown his ability to bounce back from challenges.

Kasper 的头像
Kasper6 个月前

Seems like the end game is to cash out leaving two litigators with very little. Then startup a new company built on the lessons and data gleaned from this equity sandpit exercise debts gone. I'd check for hidden bank accounts of all the players in Open ai. This seems to go deep

JakeOnGrowth 的头像
JakeOnGrowth6 个月前

He is really confident to do that, we need more people like him in our society.

Mike Darlington ▲ 的头像
Mike Darlington ▲6 个月前

Their legal argument is essentially a semantic hack though. OpenAI is saying “this isn’t an API call, it’s a stateful runtime, therefore it doesn’t violate Microsoft’s contract.”

Charlie Peach 的头像
Charlie Peach6 个月前

And in the meantime anthropic became the best product and Microsoft switched to Claude powering copilot Premier league equivalent of spending $1bn on players, blowing a 15 point lead and celebrating because the coach got fired

TheDukeofYork 的头像
TheDukeofYork6 个月前

and get sued by Microsoft and Elon Musk into the next Decade!

kyto 的头像
kyto6 个月前

Feels less like finesse and more like playing 4D chess while everyone else is stuck on checkers ♟️

IndyV 的头像
IndyV6 个月前

Nicely done, @sama. 😁

Thomas Marchetti 的头像
Thomas Marchetti6 个月前

Give a man enough rope and he will hang himself.

Debbie Vena 🙏🇺🇸🌐🕹💧🐸⚖️⚙️🤓 的头像
Debbie Vena 🙏🇺🇸🌐🕹💧🐸⚖️⚙️🤓6 个月前

Typical Dotcom takeover wars.

Red Stars 的头像
Red Stars6 个月前

Amazon has significantly more American employees than Microsoft.

Karthik U 的头像
Karthik U6 个月前

sam is basically playing 4d chess while everyone else is playing checkers. actually insane how he leveraged microsoft just to hand a bag to amazon.

TE Aravind 的头像
TE Aravind6 个月前

And we trust him with our data and believing he will build an ethical ai systems 🤣🤣🤣🤣

Ordinary Indian 的头像
Ordinary Indian6 个月前

This is a masterclass in deceit. You sign an exclusive API rights contract with Microsoft and then sell to Amazon saying that Microsoft's contract was for stateless APIs, Amazon's is for stateful!!! Seriously!

相关视频

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 次观看 • 6 个月前

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

957,582 次观看 • 2 年前

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 次观看 • 9 个月前

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?

Ricardo

24,389 次观看 • 1 个月前

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

430,018 次观看 • 10 个月前