Mike Sulka

Musk v. OpenAI: Against My Better Judgement What the Musk v. OpenAI fight says about AI, trust, control, and the joyless little clown car of modern platform dependency. I should probably look away from the Musk v. OpenAI fight. I have not. At this point, it has everything: billionaire litigation, mission statements aging like unrefrigerated gas-station sushi, Microsoft money, nonprofit structure, for-profit incentives, and enough AI governance ambiguity to make a compliance officer start stress-ordering standing desks on Amazon. The drama is overproduced. The characters are overlit. The whole thing has the smell of a prestige streaming series written by securities lawyers and scored by a venture capitalist with a Substack. Still, under the fog machine, there may be something real. Possibly. The charitable reading is that this is about whether OpenAI drifted from its original mission — whether “benefiting humanity” meant something operational, legal, and binding, or whether it was just a very attractive sentence placed near a capitalization table. The less charitable reading is that everyone involved discovered principles shortly after control became expensive. And that is where this gets interesting. Because the lesson is not really about Musk. Or Altman. Or even OpenAI.

Full take open.substack.com/pub/theaislop/…

Musk v. OpenAI: Against My Better Judgement What the Musk v. OpenAI fight says about AI, trust, control, and the joyless little clown car of modern platform dependency. I should probably look away from the Musk v. OpenAI fight. I have not. At this point, it has everything: billionaire litigation, mission statements aging like unrefrigerated gas-station sushi, Microsoft money, nonprofit structure, for-profit incentives, and enough AI governance ambiguity to make a compliance officer start stress-ordering standing desks on Amazon. The drama is overproduced. The characters are overlit. The whole thing has the smell of a prestige streaming series written by securities lawyers and scored by a venture capitalist with a Substack. Still, under the fog machine, there may be something real. Possibly. The charitable reading is that this is about whether OpenAI drifted from its original mission — whether “benefiting humanity” meant something operational, legal, and binding, or whether it was just a very attractive sentence placed near a capitalization table. The less charitable reading is that everyone involved discovered principles shortly after control became expensive. And that is where this gets interesting. Because the lesson is not really about Musk. Or Altman. Or even OpenAI.

@scaling01 Might as well rid the planet of the invasive human species if that's the case.

it's very obvious that AI time horizons will be 580 times the age of the universe by 2040

CEO math.... 80x would be $1 Billion times 80. So is someone claiming Anthropic is at least $80 Billion in revenue??

@elonmusk Oh yeah!!!! 😎😎😎

The GB300 is the best AI computer

RIP Alex Zanardi 🏁🏁🏁 All-time great person and legend on the racetrack.

@chatgpt21 And it cost $10k to fail.

GPT-5.5 Scores .43% on ARC AGI 3! - GPT-5.5: 0.43% - Opus 4.7: 0.18% - GPT-5.4: 0.20% - Claude 4.6: 0.45% - Gemini 3.1: 0.4% The reported failures for GPT 5.5 were: - True local effect, false world model - Wrong level of abstraction from training data - Solved the level, didn’t reinforce the reward I think the full analysis will help OpenAI have a well rounded understanding of where the models are failing in certain modalities

@arcprize You buried the lead. $10k to fail.

GPT-5.5 & Opus 4.7 on ARC-AGI-3 - GPT-5.5: 0.43% - Opus 4.7: 0.18% We found 3 failure modes: - True local effect, false world model - Wrong level of abstraction from training data - Solved the level, didn’t reinforce the reward See our full analysis 🧵

@nvidia Nemotron Omni rocks!!! 🎉😎

📈 NVIDIA tops AI leaderboards and benchmarks with open models driven by extreme co-design across compute, networking, memory, storage, and software. This includes models for biology, AI physics, agentic AI, physical AI, robotics, and autonomous vehicles. By being vertically integrated and horizontally open, NVIDIA enables its ecosystem to scale agentic workflows at every layer of the stack with the lowest cost per token.

For serving 1 billion AI users, This is what success looks like. 🎉🎉😎😎 Google is dominating!!!!

Sam Altman wrote an essay declaring, "We will resist the potential of this technology to consolidate power in the hands of the few," while simultaneously acting as the CEO of the most highly consolidated, resource-hoarding AI monopoly in human history. The Reality Check: He is deploying the classic "Arsonist as Firefighter" move. He warns the public about the terrifying dangers of "power consolidation," while using that exact fear to justify why his company needs to vertically integrate, build global datacenters, and partner with governments to control the rollout of superintelligence.

The Reality Check: They are smiling for the cameras while picking the locks on their handcuffs. This isn't a "strengthening" of a partnership; it is a conscious uncoupling. Microsoft is de-risking its business so it doesn't go down with the ship if OpenAI makes a fatal error, and OpenAI is escaping the cage so it can take billions from Microsoft's biggest rivals. They are selling a breakup as a promotion.

Remember this?

@edzitron "Intelligence cheaper than u can measure" 👋👋👋

Microsoft has now confirmed that GitHub Copilot is moving to token-based billing on June 1 2026 (as I reported last week) github.blog/news-insights/…

@GaryMarcus Refactoring has be a continuous part of the AI code workflow.

“Vibe coded disasters piling up on Reddit”

@GaryMarcus I call it Gemini with personal intelligence. Gemini is a good first stab but the topic he's talking about

In other words, you need the world models that LeCun, Schmidhuber, Fei Fei Li, and I have been advocating for all along.

@joshwoodward Fabulous! Using NotebookLM nearly hourly!!!

NotebookLM can now auto-label & categorize sources!

Stellar earnings from Intel today. More ahead.....

Real winner here @openai 😖🙃 @GaryMarcus

As the great Warren Buffett once said: “The best investment is not in yourself. It’s in a bankrupt shoe retailer that pivots to AI datacenter operations.”