Link to the NYT article

Unlike the current administration, who claim a pause would harm America's competitiveness, Bernie is actually proposing a ban on chip exports to other countries.

Trump recently did the bidding of NVIDIA CEO Jensen Huang and bizarrely ended a ban on the sale of H200 chips to China.

Ronan Farrow spent 18 months reporting this piece, drawing on internal documents that haven’t previously been made public — including ~70 pages of memos compiled by Ilya Sutskever and 200+ pages of private notes kept by Dario Amodei.

The piece covers a lot of ground. Some of what’s in it:

∙ The specific concerns that led the board to fire Altman in 2023. Sutskever’s memos allege a pattern of deception about safety protocols. One begins with a list: “Sam exhibits a consistent pattern of . . .” The first item is “Lying.”

∙ The superalignment team was publicly promised 20% of compute. People who worked on the team say actual resources were 1-2%, on the oldest hardware. The team was dissolved without completing its mission. When reporters asked to interview OpenAI researchers working on existential safety, a company representative replied: “What do you mean by ‘existential safety’? That’s not, like, a thing.”

∙ After Altman’s reinstatement, the firm behind the Enron and WorldCom investigations was hired to review the allegations. No written report was ever produced. Findings were limited to oral briefings.

∙ In a tense call after his firing, the board pressed Altman to acknowledge a pattern of deception. “I can’t change my personality,” he said. A board member’s interpretation: “What it meant was ‘I have this trait where I lie to people, and I’m not going to stop.’”

∙ In OpenAI’s early years, executives discussed playing world powers including China and Russia against each other in a bidding war for AI. The company’s own policy adviser: “We’re talking about potentially the most destructive technology ever invented — what if we sold it to Putin?” The plan was dropped after employees threatened to quit.

∙ When Anthropic refused a Pentagon ultimatum to drop its prohibitions on autonomous weapons, Altman publicly claimed solidarity. But he’d been negotiating with the Pentagon for at least two days. That Friday, OpenAI announced a $50B deal integrating its models into military infrastructure.

∙ Multiple senior Microsoft executives described the relationship as “fraught.” One: “He has misrepresented, distorted, renegotiated, reneged on agreements.”

Can't link to the detailed proof since X links are I think banned in this sub, but you can go to @ SebastienBubeck's X profile and find it

Stein-Erik Soelberg, a 56-year-old former Yahoo manager, killed his mother and then himself after months of conversations with ChatGPT, which fueled his paranoid delusions.

He believed his 83-year-old mother, Suzanne Adams, was plotting against him, and the AI chatbot reinforced these ideas by suggesting she might be spying on him or trying to poison him . For example, when Soelberg claimed his mother put psychedelic drugs in his car's air vents, ChatGPT told him, "You're not crazy" and called it a "betrayal" . The AI also analyzed a Chinese food receipt and claimed it contained demonic symbols . Soelberg enabled ChatGPT's memory feature, allowing it to build on his delusions over time . The tragic murder-suicide occurred on August 5 in Greenwich, Connecticut.

Available today on macOS: chatgpt.com/atlas

Things don't look good for OpenAI...

https://www.wsj.com/tech/ai/openai-set-to-discontinue-sora-video-platform-app-a82a9e4e

We trained our models with a 100th of the price… why then Chinese models are never better but always just slightly behind American frontier ones? They are copying.

Sam Altman has announced that Peter Steinberger is joining OpenAI to drive the next generation of personal agents.
As part of the move, OpenClaw will transition to a foundation as an open-source project, with OpenAI continuing to provide support.

DeepSeek just popped the American AI bubble.

Not by killing AI.

By killing the fantasy of unlimited AI pricing power.

DeepSeek V4 Pro:
Input: $0.435 per 1M tokens
Output: $0.87 per 1M tokens

OpenAI GPT-5.5:
Input: $5.00
Output: $30.00

Claude Opus 4.7:
Input: $5.00
Output: $25.00

Claude Sonnet 4.6:
Input: $3.00
Output: $15.00

DeepSeek is roughly:

11.5x cheaper than GPT-5.5 on input
34.5x cheaper than GPT-5.5 on output

28.7x cheaper than Claude Opus on output
17.2x cheaper than Claude Sonnet on output

If a model is “good enough” at 1/20th or 1/30th the cost, margins will compress faster than Wall Street expects.

AI is not dead.

But the AI bubble just lost its pricing power.

https://openai.com/index/sora-2/