My current speculation as to what is happening at OpenAI
How do we know this wasn’t their best opportunity to strike if Sam was indeed not being totally honest with the board?
Let’s say the rumours are true, that Sam is building out external orgs (NVIDIA competitor and iPhone-like competitor) to escape the power of the board and potentially go against the charter. Would this ‘conflict of interest’ be enough? If you take that story forward, it sounds more and more like he was setting up AGI to be run by external companies, using OpenAI as a fundraising bargaining chip, and having a significant financial interest in plugging AGI into those outside orgs.
So, if we think about this strategically, how long should they wait as board members who are trying to uphold the charter?
On top of this, it seems (according to Sam) that OpenAI has made a significant transformer-level breakthrough recently, which implies a significant capability jump. Long-term reasoning? Basically, anything short of ‘coming up with novel insights in physics’ is on the table, given that Sam recently used that line as the line we need to cross to get to AGI.
So, it could be a mix of, Ilya thinking they have achieved AGI while Sam places a higher bar (internal communication disagreements) + the board not being alerted (maybe more than once) about what Sam is doing, e.g. fundraising for both OpenAI and the orgs he wants to connect AGI to + new board members who are more willing to let Sam and GDB do what they want being added soon (another rumour I’ve heard) + ???. Basically, perhaps they saw this as their final opportunity to have any veto on actions like this.
Here’s what I currently believe:
There is a GPT-5-like model that already exists. It could be GPT-4.5 or something else, but another significant capability jump. Potentially even a system that can coherently pursue goals for months, capable of continual learning, and effectively able to automate like 10% of the workforce (if they wanted to).
As of 5 PM, Sunday PT, the board is in a terrible position where they either stay on board and the company employees all move to a new company, or they leave the board and bring Sam back. If they leave, they need to say that Sam did nothing wrong and sweep everything under the rug (and then potentially face legal action for saying he did something wrong); otherwise, Sam won’t come back.
Sam is building companies externally; it is unclear if this goes against the charter. But he does now have a significant financial incentive to speed up AI development. Adam D’Angelo said that he would like to prevent OpenAI from becoming a big tech company as part of his time on the board because AGI was too important for humanity. They might have considered Sam’s action going in this direction.
A few people left the board in the past year. It’s possible that Sam and GDB planned to add new people (possibly even change current board members) to the board to dilute the voting power a bit or at least refill board seats. This meant that the current board had limited time until their voting power would become less important. They might have felt rushed.
The board is either not speaking publicly because 1) they can’t share information about GPT-5, 2) there is some legal reason that I don’t understand (more likely), or 3) they are incompetent (least likely by far IMO).
We will possibly never find out what happened, or it will become clearer by the month as new things come out (companies and models). However, it seems possible the board will never say or admit anything publicly at this point.
Lastly, we still don’t know why the board decided to fire Sam. It could be any of the reasons above, a mix or something we just don’t know about.
Other possible things:
Ilya was mad that they wouldn’t actually get enough compute for Superalignment as promised due to GPTs and other products using up all the GPUs.
Ilya is frustrated that Sam is focused on things like GPTs rather than the ultimate goal of AGI.
My current speculation as to what is happening at OpenAI
How do we know this wasn’t their best opportunity to strike if Sam was indeed not being totally honest with the board?
Let’s say the rumours are true, that Sam is building out external orgs (NVIDIA competitor and iPhone-like competitor) to escape the power of the board and potentially go against the charter. Would this ‘conflict of interest’ be enough? If you take that story forward, it sounds more and more like he was setting up AGI to be run by external companies, using OpenAI as a fundraising bargaining chip, and having a significant financial interest in plugging AGI into those outside orgs.
So, if we think about this strategically, how long should they wait as board members who are trying to uphold the charter?
On top of this, it seems (according to Sam) that OpenAI has made a significant transformer-level breakthrough recently, which implies a significant capability jump. Long-term reasoning? Basically, anything short of ‘coming up with novel insights in physics’ is on the table, given that Sam recently used that line as the line we need to cross to get to AGI.
So, it could be a mix of, Ilya thinking they have achieved AGI while Sam places a higher bar (internal communication disagreements) + the board not being alerted (maybe more than once) about what Sam is doing, e.g. fundraising for both OpenAI and the orgs he wants to connect AGI to + new board members who are more willing to let Sam and GDB do what they want being added soon (another rumour I’ve heard) + ???. Basically, perhaps they saw this as their final opportunity to have any veto on actions like this.
Here’s what I currently believe:
There is a GPT-5-like model that already exists. It could be GPT-4.5 or something else, but another significant capability jump. Potentially even a system that can coherently pursue goals for months, capable of continual learning, and effectively able to automate like 10% of the workforce (if they wanted to).
As of 5 PM, Sunday PT, the board is in a terrible position where they either stay on board and the company employees all move to a new company, or they leave the board and bring Sam back. If they leave, they need to say that Sam did nothing wrong and sweep everything under the rug (and then potentially face legal action for saying he did something wrong); otherwise, Sam won’t come back.
Sam is building companies externally; it is unclear if this goes against the charter. But he does now have a significant financial incentive to speed up AI development. Adam D’Angelo said that he would like to prevent OpenAI from becoming a big tech company as part of his time on the board because AGI was too important for humanity. They might have considered Sam’s action going in this direction.
A few people left the board in the past year. It’s possible that Sam and GDB planned to add new people (possibly even change current board members) to the board to dilute the voting power a bit or at least refill board seats. This meant that the current board had limited time until their voting power would become less important. They might have felt rushed.
The board is either not speaking publicly because 1) they can’t share information about GPT-5, 2) there is some legal reason that I don’t understand (more likely), or 3) they are incompetent (least likely by far IMO).
We will possibly never find out what happened, or it will become clearer by the month as new things come out (companies and models). However, it seems possible the board will never say or admit anything publicly at this point.
Lastly, we still don’t know why the board decided to fire Sam. It could be any of the reasons above, a mix or something we just don’t know about.
Other possible things:
Ilya was mad that they wouldn’t actually get enough compute for Superalignment as promised due to GPTs and other products using up all the GPUs.
Ilya is frustrated that Sam is focused on things like GPTs rather than the ultimate goal of AGI.
Update, board members seem to be holding their ground more than expected in this tight situation: