The confrontation between Elon Musk and Sam Altman

Lauren Jude: Sam said that?

Zoë Schiffer: For his employees.

Lauren Jude: Interesting.

Michael Hit: He also went out to X and said something about “I hope he will compete.”

Zoë Schiffer: Oh yes. It was like, “I hope he will compete in the market, not in the courtroom.”

Lauren Jude: Yes. “I hope he only competes by building a better product. Maybe his entire life is from the insecurity position,” Sam said in an interview with Bloomberg News. The shots were launched. He said he did not think he was a happy person.

Zoë Schiffer: Oh, my God. Does Sam Tamman try to compete to write the next biography of Elon Musk? This seems to be some Walter Isaxon at the level of the soul.

Lauren Jude: I don’t know. Zoe, I must say, every time I see something like this breaks the news, these two men fight something with Openai, I hear your voice literally in my head from one of our previous episodes, “chaos, chaos, chaotic”.

Zoë Schiffer: that it. It is very messy. I really had this week when they were the whole deception back and forth. I was like comrades. I mean, I can. I like to see all of this, but at the same time, there is no COMMS team. amazing. Yes, you can say.

Michael Hit: Yes.

Lauren Jude: Now, we are more likely to put there as well, as there are Openai critics who believe that it is completely excessive and excessive assessment of $ 157 billion, although it depends on special financing, this is only equivalent to a specific evaluation and only saying, there is no way worth much. There is no way they can achieve sufficient revenues in the three years to the next five to justify this evaluation.

Zoë Schiffer: I mean, did these people look at the startups in the Silicon Valley before? Do they know how this entire industry works?

Lauren Jude: The right, exactly.

Michael Hit: Well, a large part of that conversation during the past month or so was Deepseek, right? Chinese Chatbot competitor in ChatGPT.

Zoë Schiffer: Yes. Another moment in which our presidents said, “What do we know about Dibsik?” We say, “No idea. What is this? But yes, I mean, this is Chatbot that was launched on the scene. It has mainly made a model that competes directly with the best thinking models in Openai, but the company says it trains it with a small part of the specialized graphics processing units that Openai used, and in a small part of the cost. Again, I feel, Lauren, we need to set a warning. Many people oppose this. They do not believe that, but this is the idea. The market interacts extensively. NVIDIA, which Lauren was widely reported, takes its stock a bit.

Lauren Jude: Yes, a little blow. I forgot the number of billions they lost on that day. It was like, shouting. Yes. Suddenly, Jensen Huang was going to his hair styles. Hold a second. Decreased stocks after Deepseek. Yes. It is assumed that his shares decreased by 17 % on Deepseek news, which did not count the number of billions that were, but it was a lot, $ 600 billion of its value. People were very tense about this, whether they might trust the information coming from China is a different question. But if this is true, yes, you have shook the artificial intelligence market. As a result, I think it was a week later, when Openai decided to launch the O3-MINI thinking model, which means very little for people who are not closely following this, but it was a way for them to say, see, we are progressing within what these can achieve this. Micro models, and smaller usually means less expensive. It appears to have responded by 24 % faster than another small model. Its answers included 39 % less mistakes. You were supposed to do more. So I think we will see a lot of this. I also think that we will see some of the big players in Amnesty International looking to perform strategic acquisitions of smaller artificial intelligence companies as a fast way to get their speed to suit anything Deepseek does.