The Contrarian Strategy of OpenAI

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

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

In an interview last May, OpenAI co-founder Sam Altman and Stripe co-founder Patrick Collison noted that, for the first time since the 1970s, none of Silicon Valley’s preeminent entrepreneurs are under 30. “Something has really gone wrong,” Altman said. In a famously young industry, he was baffled by the sudden absence of great founders in their 20

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