Person
3 episodes · 9 quoted claims
Alex Heath quotes Sam Altman as saying at a dinner that someone will lose a phenomenal amount of money in an AI bubble while many others will make a phenomenal amount.
“Someone is going to lose a phenomenal amount of money, we don't know who, and a lot of people are going to make a phenomenal amount of money.”
Alex Heath says Sam Altman told a press call for the GPT-5 launch that he now thinks of AGI as a model that can self-improve.
“and he was saying now he thinks of AGI as a model that can self-improve itself.”
Alex Heath cites Google's deal with Windsurf and Meta's deal with Scale AI as later examples of 'reverse acquihires'.
“And, you know, the most recent example is Windsurf and Google, and then there was Scale AI and Meta before that.”
Alex Heath says Google hired the Windsurf team after Windsurf could not complete a sale to OpenAI.
“Google ultimately ended up hiring that team from Windsurf, is that the company wasn't able to sell to OpenAI”
Heath says the OpenAI-Windsurf deal was hampered by concern that Windsurf's intellectual property would not be shielded from Microsoft.
“Because there was a concern that the IP from Windsurf was not going to be shielded from Microsoft”
Alex Heath says Microsoft CEO Satya Nadella has stated that 20 to 30 percent of Microsoft's code is written by AI.
“Satya Nadella, has said actually that twenty to 30% of the of your code at at Microsoft is written by by AI”
Heath cites a Stack Overflow developer survey in which over 80 percent of respondents used or planned to use AI tools within a year.
“the vast majority of them were saying that they either used or planned to use AI tools over the next year. It was like over 80%”
Heath says OpenAI is converting from a nonprofit to a for-profit, while Microsoft is a large shareholder with exclusive access to its IP.
“OpenAI is moving from a nonprofit to a for-profit, and Microsoft, you know, is obviously a huge shareholder and and currently has exclusive access to the IP”
Heath says a Microsoft internal memo told managers to evaluate employees partly on AI tool use, calling it no longer optional.
“saying it's quote no longer optional, it's core to every role and every level”