Microsoft and OpenAI's close partnership shows signs of fraying

I'm betting against OpenAI. Sam Altman has proven himself and his company untrustworthy. In long running games, untrustworthy players lose out.

If you disagree, I would argue you have a very sad view of the world, where truth and cooperation are inferior to lies and manipulation.

The problem is that they have no moat, and Sam Altman is no visionary. He's clearly been outed as a ruthless opportunist whose primary skill is seizing opportunities, not building out visionary technical roadmaps. The jury is still out on his ability to execute, but things do seem to be falling apart with the exit of his top engineering talent.

Compare this to Elon Musk, who has built multiple companies with sizable moats, and who has clearly contributed to the engineering vision and leadership of his companies. There is no comparison. It's unlikely OpenAI would have had anywhere near its current success if Elon wasn't involved in the early days with funding and organizing the initial roadmap.