Bullish on MSFT based on LinkedIn growth:
As a large investor in OpenAi the Microsoft share price has taken a $45bn fat lip on the news of the firing of CEO Sam Altman.
people selling on this news have no clue IMO
an excellent time to top up
Concerning if this is related to alignment/safety commitments.
Looks like the board has more integrity than I feared:
Probably a bit of a rough morning, but there’s far more at stake here than the value of my Microsoft shares.
didnt take him long to get a new job
They’re clearly highly capable people who one assumes they’ve thought this whole process. Unfortunately, their actions do not convey this.
There is a lot at stake here, it could easily be argued that OpenAI is the most important company in the world.
What a quick and intelligent move by Satya! I wonder what might have been offered to Sam to keep him as a Microsoft employee. Whatever it is, perhaps he now has all the financial resources to build a chip and compete with NVIDIA, or even develop AGI (which is not good imo).
I think Google urgently needs a CEO like Nadella
The irony here is the mission of OpenAI is to keep AI free and open to everybody and not concentrated in the large corporations like Google & Microsoft and now Sam Altman finds himself at Microsoft.
No such thing as free in the 21st century
Everything has a price
MSFT gonna rip when market opens.
The drama continues
And now they want to merge with their main competitor, which has investments from Amazon and Google
Oh my god, you can’t make this s*** up What’s going on
, better than an episode of corrie
Annnnnd … he’s back. What a complete waste of time. The (now) old board still hasn’t come up with any detail on what he ‘did’.
This seems the most likely (and markets mostly agree). He was trying to oust board member(s) over an academic piece that called out OAI trailing Anthropic in some safety aspects (hardly a controversial view).