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AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
Four tech investors dissect whether the viral AI extinction panic is a coordinated regulatory capture campaign, what it means for Anthropic's IPO, and how Nike destroyed itself by abandoning its north star.
- You're asking public market investors to underwrite your company to trillions, while your own safety lead says your core product is unsolved and potentially civilization ending — that is a mother of all product liability lawsuits.
- Historically the way Anthropic has solved this tension is they've said: in anybody else's hands, frontier AI is too dangerous — but in our virtuous and wise hands, it's safe. Everybody can see that is the most ludicrous self-serving argument.
- The data you have in your AI chats doesn't even reach the same level of protection as email — and when you think about how personal AI is becoming, people using it as their lawyer, their doctor, their therapist, that just seems kind of crazy.
- Nike's north star was mastery and excellence embodied through athletics. Somewhere along the way, mastery and excellence became too traditional looking — and I don't aspire to be a fat person, never have, never will. I aspire to be Michael Jordan.
- They shifted from product to narrative — and it was all about what's the narrative the audience wants to hear. That's the same problem Bud Light had. You don't have to comment on everything.