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Analysts say the removal of Altman will weaken OpenAI's fund-raising capacity in the short term, but the medium-term impact will be limited.

2025-04-02 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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Shulou(Shulou.com)11/24 Report--

CTOnews.com, November 18, according to Reuters, a number of securities analysts expressed their views on the ouster of Sam Altman, the former CEO of OpenAI.

Daniel Ives (Daniel Ives), an analyst at Wade Bush Securities, believes that this is a shocking thing because Altman is a key factor in OpenAI's success.

As Altman leaves, Microsoft and Nadella will exercise more control over OpenAI in the future, it said. With the passage of time, the full impact of this matter will gradually become apparent, and its financing prospects will be "worrying".

Daniel Ives said Altman, considered a "fundraiser", had successfully persuaded Microsoft to invest billions of dollars and led the company's tender offer this year, raising the valuation of OpenAI from $29 billion (CTOnews.com Note: about 209.38 billion yuan) to more than $80 billion (currently about 577.6 billion yuan).

Thomas Hayes, chairman of hedge fund Great Hill Capital, said that in the short term, this will weaken OpenAI's ability to raise more money. But that may not be a problem in the medium term.

Other analysts believe that Altman's ouster, while "destructive", will not damage the popularity of generative AI or the competitive advantage of OpenAI or Microsoft.

▲ Altman, analyst Jill Lulia of Tuyuan OpenAI Davidson (D.A. Davidson) believes that the innovation created by OpenAI is greater than that of any one or two people, and that there is "no reason" that this will cause OpenAI to give up its leadership position. "unsurprisingly, Microsoft's acquisition of shares and its great interest in the progress of OpenAI will ensure 'appropriate changes' in leadership."

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