This week’s episode takes you front and center into the continuous unfolding of the OpenAI saga, including the different versions of the Sam Altman persona. The quad shares extensive debate on what could come next and why, with key insight into AI as a practical business technology vs. the fears around AGI, and the challenges of a for-profit business funding a non-profit mission. Listen in to learn lessons from other platforms, (especially those without strong economic rationality), observations about the key people involved, thoughts on how this will shape Silicon Valley’s future, and more.
DISCUSSED:
https://www.theinformation.com/articles/from-king-to-exile-to-king-again-the-inside-story-of-sam-altmans-whiplash-week
https://www.theatlantic.com/technology/archive/2023/11/sam-altman-open-ai-chatgpt-chaos/676050/
SHOW NOTES:
[00:00:00] Open.
[00:02:10] Recap: Our goal is to talk about the bigger picture here.
[00:04:10] The rise of the Popcorn emoji.
[00:04:52] This is our Kardashians.
[00:05:58] Why are people fixated on this?
[00:09:30] Religious fundamentalism at play. "Feel the AGI!"
[00:12:49] The only way to protect against AGI is to create AGI first?
[00:14:20] How did this governance breakdown happen?
[00:17:51] Anytime you need a flowchart to explain your org structure you are starting from a bad position.
[00:19:00] 11 billion dollars is completely irrelevant to Microsoft, a 3 trillion dollar company.
[00:20:00] The key point in the miscalculation: the customers.
[00:22:30] Adam D'Angelo is one of the highest integrity people.
[00:23:41] Organizing your life and work around things you can trust. Do you want to trust American business and governance or fundamentalism?
[00:24:13] The economics of Facebook Platform as a historical example.
[00:26:55] Should he restructure the organization entirely?
[00:28:04] Shouldn't we have some concerns with putting this 100% commercial realm? Or do we think regulation will fill the gap?
[00:28:42] What about decentralization and open source?
[00:31:02] What mechanism is there to implement a restructuring?
[00:34:48] Sam Altman's side projects.
[00:41:20] This technology is so powerful and we are all customers of it.
[00:42:07] Do you guys have a single portfolio company that would die if OpenAI went away?
[00:42:40] Silicon Valley desperately needs a story right now.
[00:43:30] What does this mean for the future of Silicon Valley?
[00:44:04] How dangerous is AI, really?
[00:45:20] Sam Altman the cultist versus Sam Altman the pragmatist?
[00:46:40] What is this technology, really?
[00:47:51] You are the OpenAI board, do you vote for or against Sam Altman as CEO?
[00:54:25] You are Sam Altman, what do you do?
[01:00:07] Trust and board strurcture.
[01:04:00] Close.
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