Is OpenAI in Trouble? Lawsuits, Leadership & the AI Arms Race

0:00This is an iHeart Podcast. Guaranteed Human.

0:31Such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring. And sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day.

1:16It's like banking with PNC Bank. It might seem boring to save, plan, and make calculated decisions with your bank. But keeping your money boring is what helps you live a more happily fulfilled life. PNC Bank, brilliantly boring since 1865. Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association member, FDIC. Is OpenAI in trouble? I was one of the first ones screaming this. But with this lawsuit and the paper trail that has been left there, it doesn't mean that the company is dead i'm not saying that um because i've been a big fan of open ai but even shots of calicanus jason also has championed my statement that i made last year on the show is that if you're a developer be careful of the ip that you've put on chat gpt because now in silicon valley there are some companies who are saying that they've uploaded some proprietary information and now that information is coming out in product form inside of open ai so um elon may not win every battle per se but in terms of war he's pretty good and the sentiment on sam is changing rapidly so much so that microsoft is moving the azure customers to another large language model provider so i think um when brad gerstner woke up that story and had that interview with him and he was flippant in the answer about the revenue that was that that caused a lot of damage in the market and for that company they have to regulate and get this done and he needs management of crisis management like no other right now because this can destroy some of the valuation of the company but microsoft from what i'm told inside the headquarters is not very happy with the investment or him right now?

3:15There are reasons for concern. I think, obviously, you know, they had a pretty good year. They brought in$20 billion. What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. NLP, aka Neuro Linguistic Programming, is a blend of hypnosis, linguistics, and psychology.

3:56Fans say it's like finally getting a user manual for your brain. It's about engineering consciousness. Mind Games is the story of NLP. its crazy cast of disciples, and the fake doctor who invented it at a New Age commune and sold it to guys in suits. He stood trial for murder and got acquitted. The biggest mind game of all? NLP might actually work. This is wild. Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora.

4:35And as the number one podcaster, iHeart's twice as large as the next two combined. So whatever your customers listen to, they'll hear your message. Plus, only iHeart can extend your message to audiences across broadcast radio. Think podcasting can help your business? Think iHeart. Streaming, radio, and podcasting. Call 844-844-iHeart to get started. That's 844-844-iHeart. Spend so much more. I think people need to understand that OpenAI is not a profitable company present day, right? Like they're not profitable. I think what caused a stir this or last week was the idea of them now adding ads to the platform.

5:14Well, why would you add? Oh my God. Right? They were adamant about like, that was not something that they wanted to do. And now they've had to reverse course. Well, why do you take on ads? Well, you need revenue. You need the money. We need money and you have millions, like 800 million people using it know 900 million people using it low tiers high you need to bring in some capital because the overspending right at some point you that check has to be cash right like the the the problem with that is that the competition has no it's here so the second that they said if they're going to uh now add ads to the platform what did google do with gemini they said look nah man we're never going to do that because that's not the only thing that they rely on and so the competition is here so when you look at that the competition anthropic is about to go public i know they just tried to raise the valuation for that as well you got to look for who's your support and so the comp the comp for them is google for sure meta anthropic right but they support even though we you just talked about microsoft is still a supporter it's it's more advantageous for them to want OpenAI to do well at their deal structure.

6:27They still have Oracle, right? And they're kind of like in this thing together. But we know that Larry Ellison is willing to do things. And we saw that recently with the Netflix Warner Brothers deal and go above and beyond to make sure that his investment works. SoftBank is still a supporter. NVIDIA is a supporter. AMD is a supporter. Broadcom is a partner. So they have a strong base of partnerships and support that won't, in my opinion, won't allow it to fail. But they got to start making some money. And so the ad thing and doing it quickly. In fact, they're saying that based on the bottom line now, profitability doesn't look likely till 2029.

7:11Minimum. Right. That's three more years. So now how do you get this expenditure of when we talked about the$500 billion investment in Stargate? How do we get this investment inside of AMD to be profitable? How does the Broadcom thing make sense? They got to figure this out and figure it out quickly because Gemini is not slowing down and Anthropic is not slowing down. And even Gronk XAI is not slowing down. It's slowing down at all. Nope. And that's not their only source. Gemini added 8 million users in the last year when they were behind initially and like I said Microsoft became one of Anthropoc's top customers on pace to spend nearly 500 million dollars a year for Anthropoc AI to power Microsoft products they can still invest and own 49 percent of a company but if you have an erratic leader you're going to say let me hedge my bet and invest somewhere else so that the deliverability and the quality of the AI is higher for the customers.

8:14And as soon as they go public, we'll take our cash coffers, and then we'll go invest in another company again and leave you out to be on your own. You can't have an erratic leader that's a theft. And also on top of that, that report of that suicide and that engineer being killed, some of this shit is coming back on you. It's too many rumblings in San Fran about this was clearly stolen from Elon. It was non-profit and you converted it to for-profit and then moved him out. He stopped the ketamine use. He's awake now. You have a real lawsuit to fight. Everyone wants to walk away. And Google and Anthropocic are going to be some of the biggest beneficiaries of, so it goes back to you can't have an emotional, erratic man leading a company of that magnitude.

9:04You can't trust them. and it's the idea of it being in debt is not I mean you feel like you hear that in the investment world all the time especially with startups the issue is the scale of the debt it usually is not in the hundreds of billions and that's what they said they were asking for a bailout before they went public what? another round the problem now when you raise another round when people see that the competitors have caught up to you what's yeah they they gotta figure something out earners what's up you ever walk into a small business and everything just works like the checkout is fast the receipts are digital tipping is a breeze and you're out the door before the line even builds odds are they're using square we love supporting businesses that run on square because it just feels seamless whether it's a local coffee shop a vendor at a pop-up market or even one of our merch partners Square makes it easy for them to take payments, manage inventory, and run their business with confidence, all from one simple system.

10:09One of the things we love most is seeing neighborhood businesses level up. There's this West Indian spot right in our community that started with a small takeout counter. Now with Square, they've been able to expand into a full sit-down restaurant and even started catering events across the city. That's the kind of growth that inspires us, and it's powered by Square. Square is built for all types of businesses, from the corner bagel shop that turned into a local chain, to the specialty market with thousands of unique items, to the stylist who's been holding you down for years. If you're a business owner or even just thinking about launching something soon, Square is hands down one of the best tools out there to help you start, run, and grow.

10:51It's not just about payments. It's about giving you time back so you can focus on what matters most. Ready to see how Square can transform your business? Visit square.com backslash go backslash E-Y-L to learn more. That's square.com backslash go backslash E-Y-L. Don't wait. Don't hesitate. Let Square handle the back end so you can keep pushing your vision forward. What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings.

11:28Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.