萨姆·奥特曼的裤子着火了。
Sam Altman's pants are on fire

原始链接: https://garymarcus.substack.com/p/sam-altmans-pants-are-totally-on

最近的证据强烈表明,OpenAI 首席执行官萨姆·奥特曼存在不诚实的行为。在 2023 年因缺乏透明度而被解雇后——这一事实得到了新书和伊利亚·苏茨克维尔 62 页的证词的证实——奥特曼已经向公众公然撒谎。 最新事件涉及奥特曼否认寻求政府为 OpenAI 数据中心提供贷款担保。然而,证据表明 OpenAI 确实在一周前向白宫提出了这些担保请求,可能与英伟达合作。奥特曼在 X 上的冗长且不寻常的回应未能平息广泛的怀疑,甚至 ChatGPT 也对此表示怀疑。 这不仅仅是误导员工的问题;这是对美国公众和立法者的直接歪曲,引发了政治光谱上的愤怒。这种情况凸显了对奥特曼领导层的深刻不信任,并引发了对其可信度的严重担忧。

一篇近期文章(文章链接在帖子中)声称,OpenAI的Sam Altman曾试图寻求政府救助,原因是该公司巨大的资金需求——据报道高达1.4万亿美元——并在被质疑时否认了寻求救助。 Hacker News上的讨论集中在这些指控的可信度和Altman的诚信问题上。 许多评论员指出,首席财务官Sarah Friar之前的评论暗示了潜在的政府支持。 虽然一些人承认将半导体制造迁回国内的好处(文章中也提到了这一点),但核心问题是Altman被指控在救助请求方面不诚实,这表明OpenAI和更广泛的AI投资领域可能存在不稳定。 一位评论员指出,即使是坚定支持者对ChatGPT的看法也发生了转变,预示着可能出现下滑。 总体基调表明,人们对AI泡沫可能“破裂”的担忧日益加剧。
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原文

The fact that Sam Altman is a liar is no longer news. As I argued here in late 2023, Altman truly was fired for being “not completely candid” — just like the board said. Recent books by Karen Hao and Keach Hagey pretty much confirm this. I dissected his 2023 Senate testimony here.

But just in case any one was seriously still in doubt a just-released 62-page deposition from Ilya Sutskever ought to seal the deal:

A recent lawsuit furthers that sense that employees no longer trust Altman:

But it is no longer about lying to employees. It is about directly lying to the American public. Events of the last couple days surrounding Wednesday OpenAI’s CFO Sarah Friar’s call for loan guarantees have brought things to a new level.

The very idea – of having the US government bail out OpenAI from their reckless spending — is outrageous, as I explained here:

And I was far, far from alone in my fury. To fully understand what I am about to reveal, you need to understand that anger rapidly ricocheted across Washington and the entire nation. Here are two examples, one from a prominent Republican governor,

And here is another, from the White House AI Czar:

Altman, sensing that he had massively blundered, wrote a meandering fifteen-paragraph reply on X that started like this, written in full, capitalized paragraphs (unlike his usual style of short, cryptic remarks written in lowercase).

Nobody believed it. There were dozens of hostile, skeptical replies like this:

Even ChatGPT wasn’t buying it.

But that’s not the kicker.

§

The kicker is this: Sam was, once again, lying his ass off. What he meant by “we do not have or want government guarantees for OpenAI data centers” was actually that … OpenAI explicitly asked the White House office of science and technology (OSTP) to consider Federal loan guarantees, just a week earlier:

In a podcast that was probably recorded in last several days, Altman also appears to have been laying the groundwork for loan guarantees:

In short, Altman was—likely in conjunction with Nvidia, which also just seemed to be laying groundwork for a bailout—launching a full court press for loan guarantees when he got caught with hands in the cookie jar.

And then Altman lied about the whole thing to the entire world. Even David Sacks at the White House may have been conned.

Nobody should ever trust this man. Ever.

That’s what Ilya saw.

Gary Marcus was blocked on X by Kara Swisher in November 2022 for saying that the board did not trust Sam Altman. Marcus remains blocked by Ms. Swisher to this day.

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