Wait what? Murati is leaving, Schulman left, Karpathy left, Ilya left, Leike left, Brockman is on leave, perhaps a dozen others left, GPT-5 hasn’t dropped, Sora hasn’t shipped, the company had an operating loss of $5b last year, there is no obvious moat, Meta is giving away similar software for free,many lawsuits pending, and people are valuing this company at $150 billion dollars?
Absolutely insane. Investors shouldn’t be pouring more money at higher valuations, they should be asking what is going on.
I shared the following note with the OpenAI team today.