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Sam Altman Criticizes Elon Musk Over Tesla Roadster

Nov 6, 2025
Sam Altman goes head-to-head with Elon Musk over unfulfilled promises about the Tesla Roadster in a fiery Twitter exchange. The conversation then shifts to OpenAI's controversial move to for-profit status and its impact on future cloud computing agreements. Discussions highlight the mounting pressure from investors, the ongoing unpredictability of compute demand, and the potential growth spurred by humanoid robots and spatial AI. The hosts also glance at emerging consumer robotics and the challenges faced in subscription models.
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ANECDOTE

Roadster Reservation Roast

  • Sam Altman shared a 2018 Tesla Roadster reservation story to mock Elon Musk's delays and refund process.
  • Elon responded claiming Altman stole a nonprofit and later said the refund was issued within 24 hours.
INSIGHT

Revenue Versus Trillion-Dollar Commitments

  • OpenAI reports roughly $13 billion in revenue but faces over $1 trillion in long-term compute commitments.
  • That scale raises questions about how the company will finance massive future infrastructure spending.
INSIGHT

Structure Enabled The AWS Deal

  • Converting to for-profit unlocked a $38 billion cloud deal with AWS that Microsoft might have blocked under prior nonprofit constraints.
  • The restructure let OpenAI escape exclusive Azure control and pursue broader compute partnerships.
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