Jason argues there is a non-trivial chance OpenAI loses the New York Times copyright lawsuit badly, potentially facing injunctions and being forced to pay large revenue-sharing settlements to content holders, which would structurally impair its business model.
I that there is a non-zero chance, like it might be 5 or 10%, that OpenAI is going to lose the New York Times lawsuit and they're going to lose it hard and there could be injunctions.” ⚑
Naval argues that OpenAI's conversion from nonprofit to fully private/for-profit is self-dealing and unjustifiable — the nonprofit portion should remain in control, and the privatization of the whole entity for Sam Altman's personal benefit undermines the mission and represents a structural governance failure.
I just don't understand this conversion. I mean, there was a, there was a board coup, right? The board tried to fire Sam and Sam took over the board. Now it's his handpicked board. So it also looks like self-dealing, right?” ⚑