Internally at OpenAI, insiders say that disagreements had emerged over the speed at which Altman was pushing for commercialization and company growth, with Sutskever arguing to slow things down. Sources told reporter Kara Swisher that OpenAI's Dev Day event hosted November 6, with Sam front and center in a keynote pushing consumer-like products was... See more

Altman said there had been “a brutal crunch” all year due to supply shortages of Nvidia’s $40,000-a-piece chips. He said his company had received H100s, and was expecting more soon, adding that “next year looks already like it’s going to be better.”

However, as other players such as Google, Microsoft, AMD and Intel prepare to release rival AI chips,... See more

what OpenAI, Anthropic, DeepMind have all tried to do is raise billions & tap vast GPU resources of tech giants without having the resulting tech de facto controlled by them. I'm arguing the OpenAI fracas show that might be impossible.

Altman increasingly argued that “AI could lead to resource abundance,” meaning it could eliminate massive numbers of jobs and concentrate resources in the hands of a few, said Matt Krisiloff, a friend and former colleague of Altman’s who spearheaded the universal income project and now heads a fertility start-up that Altman invested in. “He has a b... See more

BTW, OpenAI is raising funds at a $90 billion valuation — a threefold increase from earlier this year. It has real revenue and explosive growth. When will it go public? A: When existing shareholders believe there is no additional upside.

OpenAI is now the clear leader in LLM APIs - a position that 4 years ago Google was arguably in the default position to win. The failure of Google to capitalize on its many advantages specifically in AI has been striking. It feels like a Xerox Parc moment of inventing transformers, having all the talent, data, and distribution to build the seminal ... See more