4 ms·

Nadella's attitude is adding mystery to mystery. It's hard to think he doesn't know the truth. Or did Sam tell him a story, nice but fake, and he believed it? T

by bambax 3y ago

Nadella's attitude is adding mystery to mystery. It's hard to think he doesn't know the truth. Or did Sam tell him a story, nice but fake, and he believed it? That would be spectacular.

highduc 3y ago
He may have no choice but to try to play this card at this point? The stakes are pretty high I suppose. You don't just give up such level of potential control over this tech.
chx 3y ago
There are multiple pieces emerging here and there which paint Mr Altman as deceptive including https://twitter.com/geoffreyirving/status/1726754277618491416 https://twitter.com/geoffreyirving/status/172675427761849141... https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszwpgq/?context=99 https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the... and the OpenAI board statement as well. Yet Mr Nadella stands with Mr. Altman. What if he thinks his position and company is so strong it can withstand any web of deceit Altman can weave? There is, after all, so much money to be made here it matters even on a Microsoft scale.
- dkrich 3y ago
  I think that’s easily explained by how levered Microsoft is to OpenAI/Altman. Microsoft would likely suffer hundreds of billions of market cap destruction as well as major reputation damage if this partnership collapsed and on a personal level Nadella would very possibly have to step down, giving him even more reason to want this to succeed. I think people are so tempted to contrive these multilevel conspiracy theories where Nadella and Altman are thinking many moves ahead while the board is just a slow moving group of idiots when the much simpler explanation is they are desperately trying to restore confidence. I think the main tell on this besides what was already said was Nadella making the announcement before market open- this is a guy feeling major pressure from shareholders about the strategy. The problem with that though is that he is making impulsive decisions with imperfect information and taking major reputation risk in the process.

by bambax 3y ago

Nadella's attitude is adding mystery to mystery. It's hard to think he doesn't know the truth. Or did Sam tell him a story, nice but fake, and he believed it? That would be spectacular.

highduc 3y ago

He may have no choice but to try to play this card at this point? The stakes are pretty high I suppose. You don't just give up such level of potential control over this tech.

chx 3y ago

There are multiple pieces emerging here and there which paint Mr Altman as deceptive including https://twitter.com/geoffreyirving/status/1726754277618491416 https://twitter.com/geoffreyirving/status/172675427761849141... https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszwpgq/?context=99 https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the... and the OpenAI board statement as well. Yet Mr Nadella stands with Mr. Altman. What if he thinks his position and company is so strong it can withstand any web of deceit Altman can weave? There is, after all, so much money to be made here it matters even on a Microsoft scale.

dkrich 3y ago
I think that’s easily explained by how levered Microsoft is to OpenAI/Altman. Microsoft would likely suffer hundreds of billions of market cap destruction as well as major reputation damage if this partnership collapsed and on a personal level Nadella would very possibly have to step down, giving him even more reason to want this to succeed. I think people are so tempted to contrive these multilevel conspiracy theories where Nadella and Altman are thinking many moves ahead while the board is just a slow moving group of idiots when the much simpler explanation is they are desperately trying to restore confidence. I think the main tell on this besides what was already said was Nadella making the announcement before market open- this is a guy feeling major pressure from shareholders about the strategy. The problem with that though is that he is making impulsive decisions with imperfect information and taking major reputation risk in the process.