signull is more of an anonymous sh*tposter than a known industry insider, but I think this does capture the sama contribution to OpenAI very well. At least from an outsider who follows this stuff based on vibes.
That twitter story isn't anything unique to OpenAI or Google, it's just classic "big public corp vs private startup" culture. Once you have to worry about the SEC, shareholders, antitrust, regulations, lawsuits, etc. it's very, very difficult to avoid turning into "big corp" culture.
Sama, and any other founder, will always have a difficult fight against bureaucracy, and once you let a little bit in, the bureaucracy's sole purpose becomes to grow itself.
Google is facing a legitimate innovators dilemma here. It makes sense to have all this process when youre protecting a $4.5 trillion golden goose. The tragedy here is that one predictable outcome of this situation is google deciding to considerably cut research funding when they figure out it just serves to bootstrap future competitors.
This is when it makes sense to split your business up into multiple smaller businesses. The government should be doing this via anti-trust but they have dropped the ball there so, at this point, the corps really need to just do it to themselves to better compete.
Or maybe just have your R&D teams focused on doing R&D with zero corporate interference. Staff it with personal assistants whose only job is to ensure the researchers have whatever they need and are never bothered with meetings or other corporate shenanigans. The assistants could then be the proxies to management to provide feedback to management, but only on best effort and still staying the fuck out of the way of the researchers.
Google bloat gave us transformers. Apple bloat gave us a usable touchscreen only, pocket computer (famously an entire org within Apple had developed an iPod-based approach that was competing with what was released)
The leaps forward need bloat. A startup can execute on specific vector direction way better.
Now back to your point, what did X deliver with its lean ops? It seems that it needed 2 bailouts (one from xAI, and one from space X)
I disagree. It's not about the culling, it has never been, and actually, it makes things worse. You spend countless hours and tons of money recruiting talented people not to lay them off because you don't want a bureaucratic org.
If the issue is inefficiency, tons of meetings, too much team alignment etc, then that's the issue that you need to tackle, and these issues can already appear in a 50-100 employee company. Sure, that's an easy problem to solve with a smaller size but unless you hired people for no reason, these people have a very specific set of problems to tackle and are often, in these companies, the best in class to tackle them, culling half of the company isn't going to make things better.
It's impossible to disambiguate but advertiser tools, brand safety, targeting, reporting etc all need a lot of ongoing effort. If it gets harder to advertise effectively on Twitter, those dollars can very easily go elsewhere.
Eh, what has X/Twitter delivered since the cull? It’s basically in maintenance mode. Which is fine if that’s what you want to do, but Google and Apple definitely don’t (and I’m glad for that)
Has been in more of a maintenance mode with a multiple of those people. If anything, the pace of the product has improved. Regardless of what you think about Musk, the company he bought was a bloated mess.
Google is competing with nvidia (TPU), AWS (GCP), Netflix (youtube), Tesla (waymo self driving), OpenAI (Gemini), Microsoft (Workspace), Apple (Android)....
I know some pretty wealthy people. They are very aware of those who are 10x wealthier than them. If Noam has 1B, he is probably pretty aware of those that have 10B. He's met them and seen their properties, scope, and powers. Likewise, they are thinking about those that have 100B, and those are thinking about Elon, who now has "four commas."
My point is you and I are still working for money because we want things/security etc.. I really don't get the sense that people who have tens or hundres of millions of dollars are doing it cause they need more money. It's other things that motivate people. I run into people in my workplace that just enjoy it, even though they're sitting on 20M.
All those engineers making 20M a year at Anthropic and OpenAI are going to back down to normal super high comp of 700k a year after their starter grants run out, and yes many will quit but the people who stay aren't moving the needle on their finances that much.
Even back then Mike Judge said he had to tone down the absurdity he saw on fact-finding trips to Bay Area. He said no one would believe how absolutely stupid so much of all of it he saw was.
The gap between reality and satire was apparently already very small back when the the show was written. The creator, Mike Judge (who also created Beavis & Butthead, and Idiocracy) had worked in Silicon Valley as a developer and based the show on what he saw. Apparently it was very popular with SV insiders precisely because it was so accurate.
Judge also consulted with various teams at places like Google; I worked with one of the guys who provided details that later showed up on the show (as well as many plushies). He didn't watch the show because "it hit too close to home"