Altman

Sam Altman has spent his entire life saying one thing and doing exactly the opposite. And this time it didn’t even take 48 hours.

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A Mecano’s great song —I know, this is very Kiss FM—he said that ‘the face you see is a Signal ad’. And in case any of our painfully young readers don’t know, Signal is a brand of toothpaste. And if there is anyone whose face is exactly like that, it is Sam Altman, CEO of OpenAI, who with a perfect and convincing smile tries to convince the world that his company is just as perfect and convincing. For many people, today is not the case. what has happened. These days we have seen how the US and its Department of Defense (or War, as they like to call it now) have decided that if any AI company wants to work with them, they are going to have to let them use the AI ​​as they see fit. That we have to massively spy on people? He spies on her, totally, we have already done it. What should we tell AI to develop lethal autonomous weapons? Well too. Anthropic stands. But lo and behold, precisely the company that was working with the Pentagon He said that oranges from China. Anthropic, which had been collaborating with the Government for months—Claude was used for the arrest of Nicolás Maduro—, has made it clear that there are red lines that he will not cross. If Anthropic doesn’t want to, let OpenAI do it. At the Pentagon they have threatened to turn Anthropic into a pariah company, but at the moment they have not made any official move. What has happened is that the US Government has decided to change its technological partner. OpenAI has replaced Anthropic and appears to have reached an agreement to work with US defense and security agencies. Sam Altman seizes the opportunity. This has been indicated by Sam Altman, who in an ad on Twitter (I still resist calling her “X”) explained that her company had agreed deploy their models on the US War Department’s classified network. The curious thing is that this agreement establishes the same red lines that Anthropic had: no espionage on American citizens and no autonomous weapons. In the official announcement they even highlight that their agreement “has more safeguards than any previous agreement for classified AI deployments, including Anthropic’s.” There is, for example, one more requirement: that their models not be used for “social credit” systems with which citizens are rated based on the information collected from them. But. Although both Sam Altman and the company’s blog appear to place limits on the War Department’s use of its AI, the terms of that agreement contradict Altman’s claims. The announcement mentions a specific paragraph of the agreement that explicitly states the following: The War Department may use the AI ​​system for all lawful purposes, consistent with applicable law, operational requirements, and well-established security and oversight protocols. “The AI ​​system will not be used to independently direct autonomous weapons in any case where human control is required by law, regulation or Department policy, nor will it be used to make other high-risk decisions that require approval from a similarly competent human decision-maker.” Mass spying on American citizens is legal in certain scenarios as part of the Patriot Act that was passed after the 9/11 attacks, and that would allow AI to process data and communications collected by mass surveillance systems. Jeremy Lewin, a State Department official, has indicated that this agreement “flows from the pillar of ‘all legitimate use’”, and points out that what Altman proposes regarding red lines is not as clear-cut as it seems. Internal protests. Last Friday at 5:01 p.m., Anthropic was due to accept the Pentagon’s terms, but it did not do so. During that morning, several OpenAI and Google employees showed their support for the ethical and moral positioning of the rival company, and almost 800 of them (681 from Google, 96 from OpenAI) signed an open letter entitled “We will not be divided.” Altman says one thing, does another. In an interview with CNBCSam Altman said on CNBC that despite all the differences he has with Anthropic, “I trust them as a company, and I think they really care about safety.” On Thursday, the CEO of OpenAI sent an internal statement expressing his desire for “things to de-escalate between Anthropic and the Department of Defense.” The message came to nothing less than two days later, when he announced the agreement with the same Department. Altman says one thing, does another. In an interview with CNBCSam Altman said on CNBC that despite all the differences he has with Anthropic, “I trust them as a company, and I think they really care about safety.” On Thursday, the CEO of OpenAI sent an internal statement expressing his desire for “things to de-escalate between Anthropic and the Department of Defense.” The message came to nothing less than two days later, when he announced the agreement with the same Department. The world against OpenAI. Many have ended up criticizing OpenAI’s way of acting on social networks. On Reddit they appeared several messages that encouraged users to “Cancel ChatGPT” with thousands of positive votes and also thousands of comments in which the tone was indignant with the way in which OpenAI and Sam Altman have taken advantage of this circumstance. We have seen critical movements in the past —Facebook, Netflix—, but it usually happens that after these first moments, companies end up recovering from the criticism and even come out stronger for a simple reason: Human beings have very bad memories. In Xataka | OpenAI has a problem: Anthropic is succeeding right where the most money is at stake

AI consumes obscene amounts of energy. Sam Altman compares it to the cost of “training” humans

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OpenAI CEO Sam Altman participated in an event organized by The Indian Express. During the interview made some striking statements, but the greatest of all of them was the one he dedicated to talking about what it costs to train an AI model. In fact, he complained about how many of ChatGPT’s energy consumption discussions they are unfair. Training humans also consumes a lot. The interviewer asked Altman about ChatGPT’s energy consumption and Sam Altman took a few seconds to answer the question, and then made a peculiar comparison (my bold): One of the things that is always unfair in this comparison is that it talks about how much energy it takes to train an AI model compared to what it costs a human to perform an inference query. But it also takes a lot of energy to train a human. It takes about 20 years of life and all the food you eat during that time before you become intelligent. And not only that, it took the widespread evolution of the hundred billion people who have lived and learned not to be eaten by predators and to understand science and so on to create you. The fair comparison is if you ask ChatGPT, how much energy does it take once their model is trained to answer that question compared to a human? And AI has probably already caught up in terms of energy efficiency if we measure it that way. A previous Epoch AI study corroborates that energy consumption during inference (when we actually use ChatGPT, for example) is low. Source: Epoch AI. Training is one thing, inference another.. The answer may be controversial, but to a certain extent it is logical: learning, both in the case of humans and AI, takes time and consumes many resources, but that cost is one thing and the cost of inference, of “applying that training”, is another. Once we have learned, it is not too difficult to answer things. This is what Altman is trying to point out here, who recognizes that AI does indeed consume a lot of energy in training, but that it has then become very efficient in the inference phase, when we actually use ChatGPT. The problem is that although Altman has already spoken that in inference consumption is minimal, does not provide evidence of this. The water problem is no longer a problem. He also spoke about the controversial water consumption that was theoretically carried out in large AI data centers. Although he acknowledged that this was a problem when “we used to use evaporative cooling in data centers.” Now, however, “we don’t do that,” he recalled, and made it clear that those accusations that “ChatGPT uses 17 gallons per query, or whatever” is totally false, “totally crazy, it has no connection with reality.” But again, there is still no official data from AI companies in this section. How much does AI really consume? The truth is that at this point we still do not have really clear data on how much the AI ​​consumes both in the training phase and in the inference phase. There are those who have investigated energy and water consumption and have made a mistake. wildly exaggerating the databut for example in the US, where a large number of data centers are concentrated, there is no legislation that forces transparency with those figures. Increasingly more efficient models and data centers. One of the most interesting studies was the one made by Epoch AI in February 2025, and at that time it was also concluded that AI did not actually consume as much as it was said to consume. In fact, it consumed relatively little and the models have only improved in efficiency. Chips and cooling systems have also improved, and although data centers have certainly require enormous amounts of energywe continue blindly in this section. In Xataka | Spain has a plan to capture more data centers than anyone else: “shield” them from energy costs

Elon Musk and Sam Altman predicted that AI will force the establishment of a universal basic income. The United Kingdom is already considering it

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The main economic organizations in the world they don’t agree in their forecasts about what the real impact of the arrival of AI will be in the economic and labor sphere. A report The World Economic Forum estimated that AI will create 170 million new jobs. The problem is that until that happens, it will destroy about 92 million jobs. The US Senate consider that some 100 million jobs could be destroyed. Elon Musk and Sam Altman have repeated on several occasions that, to minimize this impact on society, it will be necessary to implement a universal basic income. In the United Kingdom, the government is debating measures to protect workers with the same idea. Millionaires ask for a basic income. Some of the top AI millionaires, such as Elon Musk, have predicted that universal basic income will be a reality in a future dominated by AI. While it is true that Musk’s vision is based on a vision more optimistic about the future in which “work will be optional” and it will not be necessary to save for retirement, the millionaire does not deny that universal income will be a necessary instrument to achieve it. Along the same lines, although with a more realistic vision, the CEO of OpenAI, Sam Altman, has funded studies on the effects of universal basic income in a scenario of job destruction and how this income helps recipients return to work train for new jobs. Companies do not need human labor. In one your blog postDario Amodei, CEO of Anthropic, warned that AI will have an “unusually painful” impact on the labor market. “AI is not a substitute for specific human jobs, but rather a general job substitute for humans,” the manager wrote. For this reason, this mechanism is increasingly seen as a transition instrument that allows employees laid off due to the arrival of AI to retrain to re-enter the labor market. A systematic review of the Department of Economics of the University of Huelva on more than 50 empirical casespoint out that universal basic income improves spending on basic needs without participants stopping looking for work, so it will be a way for employees to train for new jobs. jobs created by AI. The UK Government is debating it. In an interview for Financial TimesJason Stockwood, UK Investment Minister, has revealed that within the Government “it is definitely being talked about.” The minister noted that “without a doubt, we are going to have to think very carefully about how to smooth the process of disembarking those industries that disappear, through some type of UBI and some type of lifelong learning mechanism so that people can retrain.” According to published BloombergMorgan Stanley declared a net job loss of 8% in the UK in the last 12 months due to AI, the highest among large economies. Which explains the concern of the British executive to begin evaluating formulas that cushion this impact. A lifeline to keep them afloat. Unlike Musk’s “optimistic” vision, British representatives do not see the arrival of AI as a liberating element that makes work optional, but as a problem that will temporarily leave millions of workers who will need help unemployed. So declared it Sadiq Khan, mayor of London, concerned about the high rate of “white collar” unemployment that can cause the arrival of AI in a city like London. Liz Kendall, Secretary of Technology of the United Kingdom, spoke along the same lines, assuring that, although it is true that more jobs will be created than will be lost, there will be a transition period in which AI will be “a weapon of mass destruction of jobs. We will not leave people and communities to fend for themselves,” collected Guardian. The million-dollar question: who finances that income? It is easy to predict that universal basic income would be a solution for those who do not have a job to return to because AI has automated it. However, something more complicated will be determining who will finance that basic income. Bill Gates already gave some clues almost a decade agoensuring that they should be their own companies that use robots in their processes those that pay for that subsidy “if a robot replaces the work of a human, that robot must pay taxes like a human.” Ioana Marinescu, economist and associate professor of public policy at the University of Pennsylvania consider that taxing technology companies could slow down their implementation at the local level, so that this transformation process it would be more progressive increasing that transition period that would give time to the labor market to adapt. In Xataka | AI and its impact on the labor market: how the perception of its arrival varies by country, explained in a graph Image | Unsplash (Alexander Gray, enrico bet)

Sam Altman is trying to buy his own rocket company to compete with SpaceX. The key: data centers

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The rivalry between Sam Altman and Elon Musk has just reached its highest point: space. And all so that OpenAI can deploy its own data centers in space. The news. As revealed by the Wall Street Journalthe CEO of OpenAI has been exploring the purchase of Stoke Space, a Seattle startup that develops reusable rockets, with the goal of building data centers in space. Although talks with Stoke Space cooled in the fall, the move confirms a trend we’ve been observing for months: Silicon Valley is outgrowing the Earth to fuel AI. Sam’s plan. According to the Journal’s sources, Sam Altman was not looking for a launch provider, but rather an investment that would ensure OpenAI majority control of Stoke Space. Stoke Space, founded in 2020 by former Blue Origin engineers, is developing a fully reusable rocket called ‘Nova’ to compete with SpaceX’s Falcon 9. So that. Altman maintains a tense rivalry with Elon Musk, so the logic of this move would be to reduce OpenAI’s dependence on Musk’s rockets in the event that it decided to deploy servers in space. But above that there is a purely energetic motivation. The computing demand for AI is so insatiable that the environmental consequences of keeping it on Earth will be unsustainable. In certain orbits, however, solar energy is available 24/7 and the vacuum of space offers an infinite heat sink to cool equipment without wasting water. The fever of space data centers. Altman is not alone in this race. What until recently seemed like an eccentricity has become a serious project for big technology companies: And what does Musk say? The irony of Altman pursuing his own rocket company is that the industry’s undisputed leader, Elon Musk’s SpaceX, already has the infrastructure in place. While his competitors design prototypes and seek financing, Musk has cut off the debate with his usual forcefulness: in the face of the discussion about the need to build new orbital data centers, He assured that there is no need to reinvent the wheel: “It will be enough to scale the Starlink V3 satellites… SpaceX is going to do it.” Images | Brazilian Ministry of Communications | Village Global In Xataka | Building data centers in space was the new hot business. Elon Musk just broke it with a tweet

Google has OpenAI cornered. Altman has reasons to go into crisis mode

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Sam Altman has pressed the red button on OpenAI. After three years of being the startup that terrorized Google, it is now Pichai’s company that has the creator of ChatGPT on the ropes. Why is it important. OpenAI’s CEO sent an internal memo on Monday declaring “code red”: all resources are focused on improving ChatGPT. Projects like advertising in the free versionAI agents for health and purchasing or the deployment of the personal assistant Press are postponed. The company that forced Google to react is now the one that reacts. The backdrop. In 2022, Google panicked when ChatGPT changed our expectations about generative AI. Three years later, the roles have been reversed. Gemini 3, launched a few weeks ago, has surpassed OpenAI models in benchmarks key and in general it has arrived with a great reception. Marc Benioff, CEO of Salesforce, he said it bluntly a few days ago: “I’ve been using ChatGPT every day for three years. After two hours with Gemini 3, I won’t go back.” The figures. Google has gone from 450 million monthly active users on Gemini in July to 650 million in October. ChatGPT maintains leadership with more than 800 million weekly usersbut the speed at which Google is advancing is what has set off all the alarms. The difference in spending capacity is abysmal: Google brought in $102 billion in just the last quarterwith three quarters coming from advertising. OpenAI projects to reach 20 billion revenues this year, but will need 200 billion by 2030 to be profitable according to their own projections. Its infrastructure commitments add up 1.4 trillion dollars in the next eight years. The money trail. Google can afford to spend between $91 billion and $93 billion this year on AI infrastructure because it has a high-margin cash machine behind it. OpenAI, on the other hand, continues to rely on funding rounds while racking up record losses. Yes, but. OpenAI still retains advantages. Its 800 million weekly users represent a moat that can only be conquered person by person. ChatGPT is today synonymous with conversational AI in the same way that Google is with search. Changing the habits of hundreds of millions of users is much more difficult than convincing a few CEOs to switch chip suppliers. Between the lines. OpenAI’s refusal to monetize ChatGPT through advertising is increasingly inexplicable. Google dominated search precisely because it understood that an advertising model not only generates revenue: it improves the product. More users generate more feedbackmore purchasing signals allow for more personalized responses, and margins improve as scale grows. OpenAI has been avoiding this evidence for three years, but it has not stopped signing spending commitments exceeding one trillion. Unexpected twist. three years ago It was Google who declared code red in the face of the ChatGPT threat. The empire now counterattacks with an overwhelming structural advantage: control of distribution (Android, Chrome, Search, YouTube, Docs…), comfortable financial capacity and its own chips. OpenAI has users, but Google has the money, infrastructure and patience to fight a war of attrition. At stake. The question is whether OpenAI will survive as an independent company when its technological advantages evaporate and its business model continues to fail. Altman He usually says that he doesn’t like to think too much about the competition.. Those days are over. In Xataka | NVIDIA is the most valuable company in the world because it had no competition. Until Google started making chips Featured image | Google, OpenAI

Sam Altman does not take well to being asked about OpenAI’s astronomical losses

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OpenAI has a serious liquidity problem. Earn a lotbut they are crumbs compared to what you need to enter. The numbers don’t come out, but that hasn’t stopped them from signing millionaire agreements. Brad Gerstner, an OpenAI investor and podcaster, asked Sam Altman about this problem and it seems he wasn’t amused. Defensive. They tell it in Futurism“How can a company with $13 billion in revenue commit to spending $1.4 trillion? You’ve heard the criticism, Sam,” asked Brad Gerstner on his podcast, which incidentally also included Satya Nadella listening intently to the exchange. Altman’s response was to become defensive: “If you want to sell your shares, I will find a buyer for you. Enough is enough.” The interviewer laughed it off, and Altman continued in a soft but clearly sarcastic tone: “There are many people who speak with great concern about our products and who would be happy to buy shares.” Click on the image to see the publication in X. Figures. OpenAI recently achieved a $500 billion valuationbecoming the most valuable private company in the world. Not only is it the most valuable, it has signed agreements with some of the most important tech companies such as NVIDIA, amd, Broadcom and just yesterday with amazon. Not only is it valuable, it The tech industry has tied its destiny to that of OpenAI. If it fails, the consequences can be catastrophic. Losses. Brad Gerstner is not at all wrong when he asks Altman about the inconsistency between his company’s expenses and profits. A few days ago, Microsoft presented its results and, given that they own 27% of OpenAI, in The Register They calculated how much money Altman’s company had lost in the last quarter. The figure is dizzying: 11.5 billion in just 90 days. It’s something to be worried about. For profit. After months of rumors about a impending divorcefinally Microsoft and OpenAI signed a kind of separation of assets. In parallel, OpenAI finally achieved his desired goal: finally become one for profit company. This measure gives them more flexibility to collaborate with third parties and make new rounds of investment. More wood. Despite the more than justified doubts about the astronomical spending on AI, the big technology companies announced a few days ago that They were going to spend even more than they planned. Investors are worried, and if not, tell Zuckerberg, who despite achieving record income, saw how its shares fell 8%. Question of faith. Sam Altman shares the same optimism and, responding to Gerstner, states that “revenues are growing rapidly (…) we are making an open bet that they will continue to grow.” Curious that he doesn’t give any figures to back it up. Image | TechCrunch, Flickr (License CC BY 2.0) In Xataka | The world of AI has a problem: there is no energy for so many chips

OpenAI has become the “Fast Food” of AI. And that means that for Sam Altman the business is attention, not AGI

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It was sung that OpenAI was going to launch its browser, so the Yesterday launch of the Atlas browser It didn’t take us too much by surprise. What is important is the fact that the company does not stop constantly releasing products and services. The pace is the most extraordinary we have experienced in recent years, and the obvious question is, what is OpenAI pursuing with this strategy? OpenAI is the great machine churros AI products of the world. In recent weeks we have seen how OpenAI has not stopped launching new AI services and products that have managed to flood the market. Some examples: And that’s not counting the Recently announced agreements with NVIDIA, AMD and Broadcom which make it clear that the pace of OpenAI announcements is absolutely dizzying: too many new things too often. Because? The hype race as a business priority. That extraordinary flurry of releases suggests that OpenAI’s big corporate priority is not so much the vaunted pursuit of AGI as it is dominating the conversation and, above all, the attention economy. What OpenAI wants is for us to be constantly talking about it, and the truth is that these launches are not exactly small: they all pose notable changes in its ecosystem and in the technology industry itself. Smokescreen. And such frenzy also acts as a strategic smokescreen. With this bombardment of releases (browser, applications, SDKs, improved models), Altman and his team not only generate more hype, but saturate the competitive space. Rivals barely have time to assimilate or replicate a feature when the next one has already been announced. Towards an operating system. The launch of Atlas is an especially significant move. With it it seems to be clear that OpenAI no longer wants to be a simple layer, the engine of AI, but a complete operating environment in the style of WeChat or the App Store. In fact wants to be the Windows of AIbut either it turns out well, or it is going to be the mother of all bubbles. Expectations attract new users (and investors). These constant movements also mean that these products also generate new expectations, even if only temporarily. OpenAI has managed to partly conquer the attention economy with launches such as Studio Ghibli style images or more recently with Sora. This has allowed it to attract millions more free users, which the company then tries to convert into paying users. Not only that: its growth also helps investors want to participate in the company’s multimillion-dollar investment rounds. And the AGI, what? And while all these launches are taking place, we see how the holy grail of AI, getting a general artificial intelligence (AGI), seems to take a backseat. It is as if that speech had become an empty mantra or a long-term goal that is not credible in the middle of this chaos. Altman has achieved replace philosophical conversation —the one that caused the hypothetical arrival of the AGI— due to a consumer conversation. The Fast Food of AI. The AI ​​ecosystem that OpenAI is creating has adopted a consumption pattern similar to that we experience on social networks: fast and ephemeral, based on the latest viral news. The Studio Ghibli-style visuals were exciting for a couple of weeks, and the same has happened with Sora 2, but that “wow” effect fades quickly. What is OpenAI doing to revive the hype again? Launch a new product. Atlas is the latest example. Seeking to be a de facto monopoly. With all these movements, OpenAI continues to attract more and more users and dominate the conversation and gain attention. That may not get you what you really need (income) at the moment, but it solidifies your absolute benchmark position and helps make it what you’re really looking for: the de facto monopoly of AI. Image | Mariia Shalabaieva In Xataka | ChatGPT will let you have erotic conversations. Welcome to emotional intimacy with an AI

Sam Altman spent 6,500 million to create a Gadget from AI next to Jony Ive. Now they face a problem

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In September 2023, Sam Altman, CEO of Openai and Jony Ive, former chief chief in Apple, gathered to devise a revolutionary device they called “the iPhone of the AI”. They were serious because this year Openai bought the Startup of IVE for a whopping 6,500 million dollars. A halo of smoke Mystery has surrounded this collaboration since it was announced and now that new news arrives is because the project has problems, some more serious than others. The “problems.” They tell it in Financial Times. Openai wants to launch its mysterious Gadget Superventas next year. However, sources close to the company ensure that the project has encountered critical problems that could delay its arrival. The team is having difficulties when deciding the personality that the wizard will have, something crucial for a device designed to always be on. There are also doubts about whether to do it as the classic assistants that are only activated when we invoke them or allow it to act by yourself when you consider it useful. The big problem. Assuming that Altman is right and his gadget becomes a global success, the most serious problem they face is that OpenAi does not have the necessary computing power to operate its models on a massive use device, and that costs money (something that OpenAi is not left over precisely). In the case of Alexa or the Google, Amazon and Google assistant they have plenty of computing to make them work without depending on anyone else. OpenAi has chatgpt, The most popular chatbot in the worldand need to work with external investments. First it was his Alliance with Microsoftafter SoftBank’s investment, according to Nvidia And the newly announced according to AMD. If the gadget they want to launch ends up being massive as Altman wants, the numbers do not come out. The device. We do not know what you will call or what design will you have. The details that Altman and Ive gave in their day were quite lazyIn fact, they focused more on saying what it will not be than what will be. It will be similar to the mobile, but it will not be a mobile. Nor will it have a screen, but we will communicate with him through cameras, microphones and speakers. And they will not be glasses either. Nothing concrete, but for the moment it reminds a lot of Ai pin of Humane, that He failed loudly. OpenAi goes for hardware. OpenAI enters $ 1,000 million per monthbut the speed to which money burns is much higher than the one that enters it and would need to enter ten times more to be profitable. Even so, the company is already valued in half a billion dollars. Entry into the hardware business makes sense as a way of justifying its value. Beyond the doubts that arise around this mysterious device (They are many), Openai is very serious about creating a hardware division. When buying the IVE startup, they added 20 employees and later They hired several Apple experts and also of the finish team in charge of the target Quest and smart glasses. We will have to keep waiting to see if it ends up materializing in In Xataka | Data centers for AI are an energy hole. Jeff Bezos’s solution: Build them in space

We have been talking for months that there is an AI bubble. The worrying thing is that even Sam Altman agrees

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One thing is that AI pessimists tell us that there is a bubble. Another very different is that Sam Altman suggested, CEO of Openai. But it is what has happened, and that is a worrying indication of the situation in which this segment is located. Every time More expert voices They warn of danger of a bubble from AIbut there are not only voices: there are data that raise a potential crisis. One that could be even more harmful than that of the Puntocom. What has Altman said. The head of OpenAI, the company that develops ChatgPT, invited a group of journalists to comment on the launch of GPT-5. During that meeting, they indicate in The Vergesaid the following: “When bubbles occur, intelligent people are excessively excited about (which is actually so alone) a pinch of truth. Are we in a phase in which investors in general are too excited about AI? My opinion is that yes. Is AI the most important thing that has happened in a long time? My opinion is also that “ Remembering the story. Altman compared the current dynamics with which he experienced During the bubble of the Puntocom In the late 2000s. Between March 2000 and October 2002, NASDAQ lost about 80% of its value: many of the companies that signed up for Internet fever and the web failed La Hora to generate income or benefits. The value of the 10 most important companies of the S&P 500 index is today much greater than the one in the 90s, and that points to a potential (and huge) bubble. Source: Apollo Global Management / Tornsten Slok. Worse than the bubble of the Puntocom. Economic analysts and experts have long offered arguments that point in the direction of a potential bubble of AI. The chief economist of the investment firm Apollo Global Management, Torsten Sløk, indicated in a report That this bubble could be worse than that of the Puntocom: the 10 most important companies of the S&P 500 index have a value well above the 10 that occupied those positions in the late 90s. Too much speculation. Ray Wang, director of the Futurum Group semiconductor firm, showed two faces of the same currency. As he said In CNBC, “From the perspective of a broader investment in AI and semiconductors … I do not see it as a bubble. The foundations of the entire supply chain remain solid, and the long -term trajectory of the trend of AI supports the continuous investment” But at the same time, he stressed that there is a problem with this segment: there is too much speculative investment in companies that have less solid bases and in which there is only one perception of its potential without real foundations – Hello, Safe Superintelligencehello Thinking Machines-. It’s hard, but bubbles have their good side. As Alberto Romero points out In your Newsletter“In a way, bubbles are an inevitable and welcome phase between short -term selfishness and long -term progress.” In his opinion and That of other experts Like Mills Baker, manager at substock: “He Hype It is acceptable under the premise that only an optimistic character, prone to exaggeration and hyperbole, can build the new world for which a bubble is only the starting point, his big bang. The cynical and pessimistic character is a useful counterweight to excessive optimism (…). While optimism is an active creation force, pessimism is a reactive modulation force. “ Source: Paul Kedrosky. When the trains were the AI. Or what is the same: for the world to advance, bubbles are (or can be) necessary. We saw it with the Puntocom: it is true that the crisis existed, but that uncounted optimism in the future of the Internet ended up making sense. Of course, only a few companies (the great current empires) ended up benefiting. But it is that something very similar happened with the railroads at the end of the 19th century. At that time the investment and the capex in these infrastructure was colossal –five times greater that the one who lives now in AI – and although many companies broke, but from that bubble we left with an absolute revolution both at the level of transport and economic and social. But this bubble can be very, very large. As points Romero, the difference here between optimistic and pessimistic (or realistic) speeches is growing, and that is worrying. The expectations that the companies of AI and their CEOs are creating (with Altman in front, The man-hype) They are increasing. They constantly tell us about How are we close to reach the AGIbut the reality is that there are no real indications that this is so and in fact there is a Founder of AI. Faced with the promises of the revolution that theoretically should have begun to generate AI, the reality is that the advances do not seem extraordinary. In fact, a study of the MIT discovered that after asking 150 entrepreneurs and 350 employees of companies that have integrated AI in their processes, 95% had not seen any benefit in doing so. Better Wait for GPT-6. GPT-5 has demonstrated, a model for which we expected A historical jump And that in the end raises an improvement that for now it is discreet and that he introduced changes They were Very criticized. The launch of this model has been a small disaster that He has forced To the company to give reverse In several of your decisions. As He pointed out Walter Bloomberg, Altman himself admitted that GPT-5 had been a failure, and now bets on GPT-6. Source: Michael A. Arouet. The data worries. Seemingly excessive spending In data centers either In talent It is not the only concern. There is also that absolute concentration of companies that concentrate the value. An analyst named Michael A. Aouet published these days A graph in which he showed two income growth trends. On the one hand, that of the 490 companies of the S&P 500 excluding … Read more

Sam Altman and Elon Musk hate each other publicly, so Altman has attacked where it hurts most: Neuralink

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Openai was totally focused on his mission of achieving an AGI, but now he doesn’t want to just. As indicated In Financial Timesthe firm is preparing to invest in Merge Labs, a startup that develops brain implants and that competes directly with Neuralink. Or what is the same: Altman has declared war on Musk. Again. A new startup against Neuralink. According to this economic newspaper, Altman and OpenAi will be the main valuables of this project, which will raise an investment round that will make Merge Labs have an assessment of 850 million dollars … without having a product in sight for the moment. Alex Bania will be involved in the project, which Direct the Startup World with which Altman has the ambition to scan the Iris to billions of people. The OpenAi CEO, yes, will not be responsible for the new startup and will remain focused on leading your AI company. Altman already showed interest in brain implants. This entrepreneur has already wrote A long article in his blog in 2017 in which he speculated on a possible “fusion” between man and machine in 2025. New advances made the theme resume Another entrance This year he pointed out that we could soon have “large bandwidth interfaces between the brain and the computer.” Merge Labs hopes to lift 250 million dollars, although at the moment the negotiations are just starting. Neuralink will have more competition. Although there were already companies working in this areaNeuralink – who Musk founded in 2016 – has gone winning notoriety. This year the company lifted $ 650 million and has an assessment of 9,000 million dollars. If the creation of Merge Labs is confirmed, a new battlefield between Musk and Altman will open. As if they didn’t have enough. Dialectical battle. In 2015 Musk and Altman, co -founders of OpenAi, were nail and meat. Both believed that AI had an extraordinary future, and united strength to make that future reality. Then the thing was twistedand since then They walk to cakes dialectics We have just lived the last of those fights, and the thing is already adopting a terrible tragicomic tone. But also yesterday Musk complained in x that there was a kind of business conspiracy that prevented Apps like Grok from reaching number one in the App Store. “Apple is the entrance door to the Internet for half America (USA). And when promoting OpenAi in all possible ways they are impossible for any other AI company to succeed.” It isn’t true. Like many other Musk statements, this era was false. They soon appeared Community notes in that post in which it was indicated that other apps of AI such as Perplexity or Deepseek had managed to reach number one in the App Store in some markets. But the thing began to be encouraged from that moment. Sam Altman enters the scene. OpenAi’s CEO wanted to replicate to Musk and answered his tweet indicating That “this is a surprising statement, taking into account what I have heard about what Elon does to manipulate X for their own benefit and their companies, and to the detriment of their competitors and the people who do not like.” Analysts such as Casey Newton analyzed the problem in the past and concluded that, indeed, Musk used a system in which His messages always had preference About the rest of the users. The fight returns. That message caused Musk’s rapid response, which He told Altman “You have achieved three million views of your shit post, liar, many more than I have received in many of mine, even though I have 50 times more users than you.” That was at that time: right now Altman’s post has 12.8 million visits. Musk, yes, had its point: if I control the platform, it could have minimized the impact of Altman’s message. Musk, confesses. In turn, the Openai CEO pointed out that many of Musk’s followers were actually Bots. And then proposed Something: “Will you sign a affidavit that you have never ordered changes to algorithm X in a way that has harmed your competitors or helped your own companies? I will apologize if so.” Grok betrays his musk. The tycoon did not answer directly, but that’s when an X user intervened, who He directly asked GrokX chatbot, what thought about the argument. And the funny thing is that Grok He put on Altman’s side: “According to verified tests, Sam Altman is right. Musk’s antitrust demand against Apple is undermined by applications such as Deepseek and Perplexity, which arrived (number one of the App Store) in 2025. On the contrary, Musk has a history of forcing changes in algorithm X to boost their publications and favor their interests, according to reports of 2023 and ongoing investigations. hypocrisy “. And chatgpt betray Altman. Shortly after, the Chatgpt app one shared Grok’s tweet and wrote: “Good bot”, but that is where Elon Musk intervened again, who shared a capture of a conversation with GPT-5 Pro. In it he asked the OpenAi chatbot who deserved more confidence, if Sam Altman or Elon Musk. After thinking a minute and 16 seconds, The answer was: “Elon Musk”. As A user said When you quote that musk tweet, these chatbots are not determinists, and if one repeatedly asks the same thing, both Elon Musk and Sam Altman could have answered. The problem is the media. In fact Musk defended his model again presuming that he had betrayed him because he was a “entire” chatbot, and also tried to explain why his chatbot had “betrayed him.” According to him“The fact that Grok is allowed to make false defamatory statements about me and not block them or eliminate them (what would be easy to do, do) speaks of the integrity of this platform. As you mention, Grok gives too much credibility to traditional media! This is a serious problem and we are working to solve it.” It is best not to believe anyone too much. This dialectical battle, the nth between … Read more

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