エピソード

  • The Big Eleven

    The Big Eleven
    2026/05/22
    Count the founders. Of the eleven names on the December 11, 2015 OpenAI founding announcement, two remain at the company — Altman as CEO, Zaremba in research. The other nine left. Where they went. Why they left. The Anthropic counter-roster — "all seven of our founders are still here" — that's been quietly haunting OpenAI ever since. And one careful note about Suchir Balaji.
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    22 分
  • The Day After

    The Day After
    2026/05/19
    The morning after the verdict. Three press narratives emerged overnight — clean win, calendar technicality, systemic governance vacuum. Musk took to X to call the judge a 'terrible activist' and the verdict a 'free license to loot charities.' Sam Altman said nothing. Microsoft welcomed the decision. We walk through every statement, the market reaction, the appeal odds at the Ninth Circuit, and put six predictions on tape with confidence levels — including when OpenAI IPOs and what happens to xAI.
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    17 分
  • The Verdict

    The Verdict
    2026/05/19
    The verdict-special, filed the night of. The jury came back in under two hours — unanimous, every claim dismissed. We walk through the five-claim breakdown, the statute-of-limitations finding, the appeal Musk's lawyers have already announced, the courthouse-steps quote from OpenAI counsel William Savitt — "a weapon of a competitor who can't compete" — and what this means for OpenAI's IPO path, Microsoft's position, and Silicon Valley's next decade.
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    17 分
  • Show Me the Money

    Show Me the Money
    2026/05/18
    Jared Birchall takes the stand. Eight years of Musk's wire transfers. Donor-advised funds at Vanguard and Fidelity. The Pioneer Building rent. And the legal question — paraphrased from the courtroom — that may decide the unjust-enrichment claim: once Mr. Musk had contributed money to a donor-advised fund, did he have any legal right to direct where the funds would go?
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    23 分
  • The Manifesto

    The Manifesto
    2026/05/15
    The episode where we read the documents aloud. The OpenAI Charter's four founding tenets — verbatim from the court's summary-judgment order. The April 26, 2026 "Our Principles" post that articulates a narrower set of commitments — published the day before jury selection. And the September 2017 email Brockman and Sutskever sent Sam Altman: "We don't understand your cost function. Is AGI truly your primary motivation?"
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    29 分
  • The Rosewood Dinner

    The Rosewood Dinner
    2026/05/14
    July 2015. Sand Hill Road. Sam Altman has invited about a dozen people to dinner at the Rosewood Hotel. Elon Musk is at the table. They are afraid of Google. We tell you who was in the room, what was promised, and what got contested in the months between the dinner and the December 11 launch.
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    19 分
  • Why Silicon Valley Holds Its Breath

    Why Silicon Valley Holds Its Breath
    2026/05/13
    Five billionaires on the witness stand. The Microsoft renegotiation signed the day before opening statements. The Anthropic counter-roster — Dario Amodei's "all seven of our founders are still here." The verdict's blast radius for every other AI lab in America. This trial isn't a feud. It's a precedent that could rearrange Silicon Valley equity for the next decade.
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    26 分
  • The Trial of the Century

    The Trial of the Century
    2026/05/13

    A federal courtroom in Oakland. The most valuable AI company in history is on trial. We open on Steve Molo's "they stole a charity" line and walk through the cast, the five surviving claims, three weeks of testimony, and the question that may decide the next ten years of Silicon Valley: if you start a nonprofit and end up running the most valuable for-profit AI company in the world, is that fraud?
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    44 分