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OpenAI Committed to Buying $51M of AI Chips from a Startup Backed by Sam Altman

252 pointsby gslinover 1 year ago

24 comments

dzinkover 1 year ago
A nonbinding letter of intent in 2018? That is a limited downside unlimited upside kind of risk you take to fund extreme moon shots. Boom Supersonic did the same approach with United airlines, to fund a still undeveloped supersonic Airplane. A 1M investment like this is a hedge that has capped downside, restricted to Altman&#x27;s personal money, and an infinite upside that gives an incentive to the founders to succeed. At the time the value of the investment is paper zero for Altman, but gives the founders, who were probably the most promising he has seen in the space, large help with fundraising, hiring, and credibility with future sales. OpenAI does not have to buy the chips unless they meet the criteria, In 2018 OpenAI was one of many startups plucking at a problem that seemed insurmountable. If you are trying to push into a problem and can&#x27;t afford to do what Apple did to build both the hardware and software to solve it, you focus on the one and try to help the other however you can.<p>In WeWork, the CEO took a trademark that costs a couple of thousand dollars, and charged himself millions for it from company money - that&#x27;s personal enrichment. Incubating a thing considered highly risky and expensive 5 years is not personal enrichment, its personal risk that helps more the likelihood of it being less impossible instead of a chance at enrichment from two companies you don&#x27;t even know would be viable (OpenAI) 5 years from then.
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nabla9over 1 year ago
This kind of stuff is the reason why Altman was fired.<p>The board lost trust for his honesty from many small things that kept accumulating. Altman is back on condition that there is a investigation.
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jaggederestover 1 year ago
I&#x27;m as skeptical of OpenAI&#x27;s dealings as anyone, but a $1m investment in a chip startup doesn&#x27;t sound like he&#x27;s a material owner. They&#x27;ve raised $33 million so far, minus the whole Prosperity7 divestiture kerfluffle (national security made a saudi-backed fund sell), so I&#x27;d be surprised if he owned in excess of 5%.<p>It looks to me like exactly the kind of investment I would expect a wealthy angel to make in startups related to their interests, not undue bias.
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hikingsimulatorover 1 year ago
Unfortunate but unsurprising, given all the discussions and suspicions that the [recent] power struggle at OpenAI was about conflict of interests. This deal goes back to 2019, so it can only throw more oil on the fire about what&#x27;s been happening since.
gwnywgover 1 year ago
If the article is based on facts then... is this not an example of corruption?
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edentover 1 year ago
Adam Neumann of WeWork owned the trademark to &quot;We&quot; and a whole bunch of buildings which he leased back to &quot;WeWork&quot;. That worked out very well for him.
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qaqover 1 year ago
wasn&#x27;t he fired by Paul Graham for self dealing at one point?
gmercover 1 year ago
Ah the old Wework gambit.
jgalt212over 1 year ago
Self-dealing is endemic to valley business culture. It&#x27;s just a question of how much should one tolerate (if any).
philip1209over 1 year ago
As a VC, isn&#x27;t &quot;Somebody wants to buy our stuff, we just need money to deliver on it&quot; the ideal pitch?<p>The alternative was that OpenAI prepaid for these chips, and took on a lot of risk. From Altman&#x27;s position, he&#x27;s personally taking on risk instead of having OpenAI (and its investors) take it on.
boeingUH60over 1 year ago
&gt; <i>nonbiding</i> agreement.
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sergiotapiaover 1 year ago
The Adam Neumann playbook
quantum_stateover 1 year ago
Interesting… the mere impression of conflict of interest or corruption would kill OpenAI … very unfortunate
dbuser99over 1 year ago
OpenAI is nothing without its people!
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meltynessover 1 year ago
I wonder how the ping-pong tables are there.
johnwheelerover 1 year ago
Here come the scrutiny
prvcover 1 year ago
If true, would anything about this even be untoward or unusual?
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voskaover 1 year ago
Letter of intent != committed to buying
Culonavirusover 1 year ago
Come on. A guy mentions Sam&#x27;s sister in his post and it&#x27;s immediately flagged and hidden xD this site sometimes, seriously, the techbro team picking and worshipping is something else haha
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henry_viiiover 1 year ago
- You make a lot of money, do you?<p>- I make, no, I paid enough for health insurance. I have no equity in OpenAI.<p>- Really? That&#x27;s interesting.<p><a href="https:&#x2F;&#x2F;www.youtube.com&#x2F;watch?v=H7FsL6GPesY&amp;t=19s" rel="nofollow noreferrer">https:&#x2F;&#x2F;www.youtube.com&#x2F;watch?v=H7FsL6GPesY&amp;t=19s</a>
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fredgrottover 1 year ago
Now key question is not is it corruption but on the Elon scale what this might be as Elon himself has done worse self-interest dealings but in Elon&#x27;s defense he does ask his corporate boards to weigh in...
0xbadc0de5over 1 year ago
Google has their own chips. Amazon do... Meta as well...<p>Vertical integration is a competitive advantage worth pursuing for OpenAI. The spin is just that - spin.
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twodaveover 1 year ago
I find it interesting that so many people here are quick to defend a person’s right to moonlight on whatever they want, and the right of a person not to have their IP stolen by the company they work for. But when it’s a public figure suddenly we are on the side of the plantation owners..<p>Good for Sam, I say. Money aside he should be allowed to keep his interests separate. Just because this other company is AI related doesn’t mean it’s working in an area OpenAI was even interested in pursuing.
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tinyhouseover 1 year ago
The guy doesn&#x27;t even hold personal shares at OpenAI, which could&#x27;ve been worth billions if he did (he&#x27;s a cofounder and CEO to remind you, so it&#x27;s unheard of), and you&#x27;re blaming him for buying chips from a startup he made a small investment in? Seriously. Maybe go after the CEOs who rob their employees and take all the money to themselves.<p>Just to be clear, I never met the guy and have no affiliation with OpenAI.
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