In January 2018, Elon Musk told Sam Altman that OpenAI was on a path of certain failure against Google—then quit the company when his proposed fix was rejected. Seven years later, Altman declared a company-wide “code red” over Google Gemini’s resurgence and Anthropic’s enterprise dominance. Musk’s structural diagnosis turned out to be largely correct. The problem he identified remains unsolved, just considerably bigger. In January 2018, Elon Musk told Sam Altman that OpenAI was on a path of certain failure against Google—then quit the company when his proposed fix was rejected. Seven years later, Altman declared a company-wide “code red” over Google Gemini’s resurgence and Anthropic’s enterprise dominance. Musk’s structural diagnosis turned out to be largely correct. The problem he identified remains unsolved, just considerably bigger.
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