Our analysis of the OpenAI / Sam Altman drama. Timestamps below. Check out our sponsor: - Need Soc 2 compliance? Get 20% off your first year of Secureframe by mentioning "The Riff" during your free demo: secureframe.com/riff TIMESTAMPS: (00:30) Non obvious thoughts about governance and legal structures (03:30) Could the board have found out something about Sam? (04:40) Tech’s online coordination and choosing sides (06:00) Why haven’t the OpenAI board shared their reasoning? (12:00) Are they going to bring Sam back? (15:00) What should OpenAI’s pivot be? (17:15) Sponsor: Secureframe (18:20) Analyzing Microsoft's moves and the sweetheart deal (21:40) Satya's succession plans (24:45) OpenAI's unique governance structure (27:50) Why Byrne is long on Microsoft (35:40) What explains Microsoft's turnaround? (37:55) Meta and Google (44:00) Which of these companies Byrne would short: Apple, Amazon, Google, Facebook, Microsoft (46:00) Was this a coup from the Effective Altruism movement?
