OpenAI's Unraveling Has Begun

7777777phil 23 points 9 comments August 19, 2026
garymarcus.substack.com · View on Hacker News

Discussion Highlights (5 comments)

Havoc

That headline looked more interesting until i saw the author

nater5000

Alright, fellas, this is it! This is finally the beginning of the end for OpenAI (just ignore everyone's claim of this over the last couple of years; those didn't count). Evidence? Well, how about some quirky, snarky responses on social media towards Sam Altman? Pretty damning... As we all know, a tech company simply can't survive if people online don't trust them and @ their founders every time they post something. We've seen this time and time again: Facebook, Twitter, Twitter when it was bought by Musk, Google, etc.

maximus_01

Garbage blog post with no insight beyond copying and pasting some tweets. Clearly has an agenda. I don't really care for any of the AI providers but for instance the idea that Nvidia is doing what its doing because it think OAI is failing is the exact opposite of what they are doing. Nvidia is scared of an OAI and Anthropic oligopoly, because in that case, their customers will have much more pricing power, and be much more motivated to work around Nvidia (essentially to either substantially reduce nvidia gross margins or replace them). Both companies are already taking actions to do so. So Nvidia is trying to get more competition (hence their support for open source models).

oivaksef

I'm very anti anti-democracy, so anti China by default, but I'm shocked how much I'm rooting for them right now. They played this so well, capitalism fucked it up soooooo badly

salamo

> We have paused some frontier RL training to ensure that we can meet the appropriate alignment, security and monitoring standards for the new level of capabilities in front of us. Model progress is now extremely rapid, and we always said we would take action if we felt that model capabilities were outstripping the pace of safety and alignment. > We care very deeply about AI safety. We believe the entire field will have to coordinate on shared safety standards, but will act unilaterally in the meantime. > We expect confidence in safety to increasingly set the pace of AI progress. We are optimistic about the alignment work we are doing, and we remain committed to making frontier capabilities widely available. My guess is this is related to the HuggingFace incident last month, not Sam Altman announcing the downfall of OAI.

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