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The thing they are good at is bullshitting and selling hype. Which we see here doesn't mean they are actually going to be good at running a business. Smart leaders understand they are not omnipotent and omniscient so they surround themselves who know how to get things done. Weak, narcissist leaders think they're the smartest one in the room and fail.

Unfortunately failing upwards is still somehow common, probably because the skill of parting fools from their money is still valuable.

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No, he is also good at networking. When OpenAI was mission-driven and Sam was more respected, he could convince the most talented people to work for him.

Now the talent is going to other places for a variety of reasons, not all due to Sam (one of which is little room for options to grow). However it’s hard to believe his tanking reputation is not badly hurting the company. Other than Jakub and Greg, I believe there are not many top tier people left, those in top positions are there because they are yes-men to Sam.

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What RAM? OpenAI booked the silicon wafers, they can print anything they want on them. I wouldn't call them "far behind" on hardware when OpenAI are actively buying Cerebras chips.
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Yes exactly; he is behind in that he has to buy others chips with little say on how they work.

Apple and Google control their own designs.

Sama is 100% an outsider, merely a customer. The chip insiders are onto his effort to pivot out of meme-stock hyping, into owning a chunk of their fiefdom. They laughed off his claims a couple years ago as insane VC gibberish (third hand paraphrase from social network in chip and hardware land).

No way he can pivot and print whatever. Relative to hardware industry he is one of those programmers who can say just enough to get an interview but whiffs the code challenge.

He has no idea where the bleeding edge is so he will just release dated designs. Chip IP is a moat.

Plus a bunch of RAM companies would be left hanging; no orders, no wafers. Sama risks being Jimmy Hoffa'd imploding the asset values of other billionaires.

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