Search in Our Research Portal
Our comprehensive take on the players, the drama, and the potential longer-term implications for OpenAI and the broader sector
Premium Insight
To download a complimentary copy you will need to access our research portal.
To be considered for a free trial, please register here.
OpenAI Saga: UNO Game and What it Means For AI
Authors: Yang Wang, Senior Analyst; Wei Sun, AI Senior Analyst
2,000 words
Introduction
The ongoing disruption at OpenAI highlights fundamental issues with how AI is being developed and managed, and indeed technology management more broadly. What has been exposed are the philosophical tensions between the ideas of Superalignment and Effective Accelerationism (e/Acc). Or to put it in blunter terms – ‘Doomers’ versus ‘Boomers’.
Highlights:
• The Game: Sam Altman, the board, the firing
• First ‘reverse’ card: Altman tries to fire back
• Second ‘reverse’ card: Sutskever regrets decision to vote against Altman
• Third ‘reverse’ card: Board hires new CEO
• Fourth ‘reverse’ card: Altman hired by Microsoft
• The Wild Card #1: Anthropic
• The Wild Card #2: Adam D’Angelo
• ‘UNO!’ – The final card is played…or is it?
Analysis:
• Mismatch between “non-profit” and “for-profit”
• Conflict between Superalignment and E/Acc
• The paradox of the Superalignment problem
• Doomer vs Boomer
• Role of Regulation
• “Chaos is a ladder”: Microsoft’s master move
• AI companies are nothing without their talent; hiring wars surface
• Agent X and the role of the public square
ALSO READ:
HERE Directions 2023: UniMap Powering New Era of Location Experiences Enabling Deeper Partner & Customer Relationships
Singles Day Growth Boosts Odds of China Market Smartphone Recovery in Q4 2023
Samsung Smartphones to Dominate 42 Countries in 2023 vs 46 in 2022
Counterpoint Research Weekly Newsletter
Meet Counterpoint at 2023 IEEE-EPS-IESA Workshop on Semiconductor Packaging
MediaTek Summit 2023: AI & ASICs Driving Momentum Going Into 2024
Author
Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.
