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

The dust is settled! "looking forward to returning to OpenAI and establishing a strong partnership with Microsoft." OpenAI founder Sam Altman tweeted this afternoon Beijing time, making the recent "vengeance palace fighting drama" seem to come to an end for the time being.

Everything is in response to the statement issued by OpenAI this afternoon. Contrary to the tone of the 17th, OpenAI claims to have reached an agreement in principle for Altman to return to OpenAI as chief executive and to set up a new initial board of directors, including Bret Taylor (chairman of the board), Larry Summers and Adam D'Angelo. Looking back at the 17th OpenAI statement that "the board of directors no longer has confidence in his ability to continue to lead OpenAI", it can be said that it is ironic that in just 120 hours, OpenAI seems to have "changed the face of Sichuan opera" in Silicon Valley.

Microsoft's current CEO Nadella responded to Altman by saying that Microsoft is encouraged by the changes in the board of directors of OpenAI. It is believed that this is the first step towards more stable, wiser and more effective governance.

It is unclear where OpenAI will go after the upheaval, but it is a matter of opinion that the changes will make the company's internal structure more stable. Nadella said so, perhaps because Microsoft is the party behind this "farce" to achieve "lying down to win".

Snipe and clam struggle, Microsoft "profit", OpenAI "Game of Thrones" opens the next chapter?

During the five-day OpenAI "palace fight", Microsoft can be said to have grasped every key node and realized the "fisherman's profit".

On November 17, Nadella immediately issued a statement that he had signed a long-term agreement with OpenAI and would continue to work on the partnership between the two. According to foreign media reports, a person familiar with the matter revealed that Microsoft had come up with a series of measures to recover the events of the day, worked out a backup plan for Altman, and set up a new department at Microsoft for a group of top OpenAI researchers.

At midnight on the 19th, Nadella announced on X that Altman, Greg Brockman (Greg Brockman) and their colleagues would join a new AI research team led by Microsoft. Altman confirmed that Nadella also offered an olive branch to other OpenAI members, saying they could provide the resources they needed if they chose to join.

As soon as the news came out, Microsoft's share price rebounded again, showing an upward trend from the 19th to the 21st day. In 20 days, the market capitalization increased by $57 billion overnight. Some analysts said that Microsoft's decision to hire Altman is the best explanation to shareholders.

Although Microsoft failed to achieve a "zero yuan purchase" for OpenAI this time, it is actually a "timely stop" strategy for Microsoft to invite Altman and his team to join the company. Since 2019, Microsoft's cumulative investment in OpenAI has reached 13 billion US dollars. The high-level turmoil in OpenAI is not what Microsoft wants, and timely intervention is Microsoft's best strategy.

Although this "farce" is over, the partnership between Microsoft and OpenAI may be reshaped, and Microsoft may realize that after making a huge investment in OpenAI, it does not have enough control and voice over it, so it may seek more power in the future. Moreover, this incident has caused no small damage to the reputation and credibility of OpenAI, and there is a question mark over the future stability and long-term development of OpenAI.

At the same time, OpenAI announced that it would form a new board, including Bret Taylor, Larry Summers and Adam D'Angelo, with a more diverse background than before. Bret Taylor was an executive at Salesforce and served as chairman of Twitter during Mr Musk's acquisition of Twitter. In addition, Taylor is also a former chief technology officer of Facebook. Larry Summers is a former US Treasury secretary and president of Harvard University, while Adam D'Angelo is the CEO of Quora, a question-and-answer site, and the CEO of Poe.

Some "conspiracy theories" claim that Adam D'Angelo is the initiator of the farce. After all, his artificial intelligence project Poe ("Platform for Open Exploration", or "open exploration platform") allows users to interact with a variety of artificial intelligence models, including, but not limited to, OpenAI's GPT series. This is a rival to GPTs, which OpenAI announced at the first developer Conference. after all, GPTs can help users quickly create their own dedicated version of ChatGPT.

Against this background, we don't know whether the OpenAI farce will come to an end or begin. What can be judged, however, is that OpenAI may bring new management concepts and decision-making processes by forming a new board of directors and rehiring Sam Altman as CEO.

Given the active participation of employees in this change, especially in signing joint letters and expressing dissatisfaction with the original board of directors, there may be a "standing in line" situation within OpenAI, and the dispute between "radicals" and "conservatives" will not stop. After such a significant internal change, OpenAI may also re-examine its business model and product development strategy. This may include the training progress of GPT-5.

Is the Legend of Zhen Huan in North America in the era of AI a series?

History is strikingly similar and repeats itself. When Altman was "fired", some jokingly called him the "Jobs" of the AI era. He was also fired as a founder and finally returned to his post.

As one of Apple's co-founders, Steve Jobs helped drive Apple's early success in the 1970s and early 1980s, especially through Macintosh computer innovation. But while Jobs is known for his innovative and forward-looking perspective, his management style has also sparked controversy. Both the perfectionism of products and the stringent requirements of employees lead to internal conflicts.

In 1985, the relationship between Jobs and John Sculley, then Apple's CEO, deteriorated. As the internal conflict intensified, Jobs tried to change Scully's leadership, but the action ended in failure, causing the board to lose trust in Jobs and eventually support Scully.

Jobs advocated continuous product innovation and high-risk strategies, while Scully and the board preferred a more conservative, profit-and market-share-centric strategy. This strategic disagreement was an important factor in Jobs' dismissal. More than thirty years later. The split between "radicals" and "conservatives" over the development of AGI took place within OpenAI, and this disagreement was precisely the trigger for Altman's dismissal.

After being fired from Apple, Jobs founded NeXT Computer and invested in Pixar. In 1997, he finally returned to Apple for 12 years. Altman's return to OpenAI took only 120 hours.

Looking at the annals of science and technology in Silicon Valley, we can see countless such similar events, which are not only a chapter of personal legend, but also a witness to the changes of the entire technology industry. When Yang Zhiyuan and Jerry Yang left Yahoo, Carla Fioli was fired by the HP board in 2005, and Jack Dorsey left the CEO position of Twitter twice, these major events not only rewrote the fate of their respective companies, but also in Silicon Valley and the global technology industry. These "Silicon Valley farces" not only have a bearing on the careers of those involved, but also reflect an immutable truth: in the technology industry, the only constant is change itself.

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