E3: Sam Altman, the Microsoft Bull Case, OpenAI and AI Live Players

"The Riff" with Byrne Hobart and Erik Torenberg

Nội dung được cung cấp bởi Natalie Toren, Byrne Hobart, and Erik Torenberg. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Natalie Toren, Byrne Hobart, and Erik Torenberg hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

7M ago 56:40

MP3•Trang chủ episode

In our third episode of The Riff, Byrne Hobart and Erik Torenberg discuss the evolving story of Sam Altman’s ousting at OpenAI and new home at Microsoft, what OpenAI's next pivot could look like, the new competitive landscape for the big AI players, and Effective Altruism’s role in this drama.

We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.

RECOMMENDED PODCAST: LIVE PLAYERS

Join host Samo Burja and Erik Torenberg as they analyze the mindsets of today’s most intriguing business leaders, investors, and innovators through the lens of their bold actions and contrarian worldviews. You’ll come away with a deeper understanding of the development of technology, business, political power, culture and more. Listen and subscribe everywhere you get your podcasts: https://link.chtbl.com/liveplayers.

The Riff is a part of the Turpentine podcast network. Learn more: turpentine.co

LINKS:

Byrne's writing: https://thediff.co

X / TWITTER:

@eriktorenberg

@byrnehobart

TIMESTAMPS:

(00:00) Episode Preview

(00:30) Non obvious thoughts about governance and legal structures

(03:30) Could the board have found out something about Sam?

(04:40) Tech’s online coordination and choosing sides

(06:00) Why haven’t the OpenAI board shared their reasoning?

(12:00) Are they going to bring Sam back?

(15:00) What should OpenAI’s pivot be?

(17:15) Sponsor: Secureframe

(18:20) Analyzing Microsoft's moves and the sweetheart deal

(21:40) Satya's succession plans

(24:45) OpenAI's unique governance structure

(27:50) Why Byrne is long Microsoft

(35:40) What explains Microsoft's turnaround?

(37:55) Meta and Google

(44:00) Which of these companies Byrne would short: Apple, Amazon, Google, Facebook, Microsoft

(46:00) Was this a coup from the Effective Altruism movement?

46 tập

#Trading #Business News #Business #News #Natalie Toren #Byrne Hobart #Erik Torenberg