It is not clear that running one's own datacenter is a competitive advantage. Why do you think OpenAI can handle that?

His biggest competitor asks people in the interview process if they’d be willing to give up their Anthropic stock for the good of society.

Surely you cannot just close your eyes and say they’re the same. Don’t allow evil to roam free under the guise of merely “imperfection”.

The reason media training exists is to win over people like you.

I know people high up at OpenAI, I'm quite sure Altman etc. don't care either; the only difference is, they've been trained well to hide it.

I don't understand the hate Gemini gets on this site. It is quite well-rounded, it is often better at tasks without benchmarks, like translation, but nobody gives credit where credit's due.

I can't ever forget that blog post where OpenAI advertised ChatGPT's improved image understanding, showing a labelled motherboard with several errors -- then someone posted Gemini's work on the exact same picture, with every component labelled perfectly. That doesn't show up on benchmarks but it matters to real people.

Giving a golden statue of Trump has no effect on you and me, and a very large effect on Trump. He is gaining significant political capital while giving up nothing that matters (feel free to correct if I am wrong). Contrast with every other tech executive, lawyer, and university dean in America, most of whom have been cowed into compromising on their deepest values, or even worse, have done so without hesitation. I cannot think of many tech execs whom history will be kinder towards.

Or how many people know that many CEOs and leaders are idiots, but cannot say it, as they would face retribution.

It's not that, it's about relative risk to your own life. Asking questions about "DEI" for example is much more likely to have adverse effects on your life if you ask Grok or an OpenAI chatbot, though still not that likely.

I don’t necessarily see a contradiction. $19B run rate, achieved very recently, is actually consistent with $5B lifetime earnings, because their growth curve is so sharp. Zitron is not good at math.

Can you explain why you know better than the analyst at Cursor cited in this article?

Now the talent is going to other places for a variety of reasons, not all due to Sam (one of which is little room for options to grow). However it’s hard to believe his tanking reputation is not badly hurting the company. Other than Jakub and Greg, I believe there are not many top tier people left, those in top positions are there because they are yes-men to Sam.