The records behind this event
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Company
OpenAI
Maker of ChatGPT and GPT-5, and the buyer behind the biggest compute deals ever signed.
OpenAI turned the transformer into a consumer phenomenon with ChatGPT (hundreds of millions of weekly users) and set the frontier pace from GPT-3 through GPT-4, the o-series reasoning models and GPT-5. In October 2025 it restructured: a nonprofit foundation controlling a public-benefit corporation, Microsoft at roughly 27% (reported). It is also the demand…
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Person
Sam Altman
OpenAI's CEO: the industry's chief fundraiser, evangelist and lightning rod.
Altman turned OpenAI from research lab to the fastest-growing product company in history, survived his own board's attempt to fire him (November 2023), and then scaled ambition to the infrastructure itself: Stargate, trillion-dollar compute talk, deals with NVIDIA, AMD, Broadcom and Oracle at once. His personal bets extend the thesis: Oklo (fission), Helion…
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Person
Elon Musk
xAI, Tesla, OpenAI co-founder turned rival: the industrialist of the race.
Musk co-founded OpenAI, left its board in 2018, and returned to AI as its most aggressive builder: xAI's Colossus set records for cluster construction speed, Tesla ships neural-network driving to millions of cars, and Optimus carries his humanoid thesis. His lawsuits against OpenAI and provocations on X keep him simultaneously inside and against the…
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Person
Ilya Sutskever
AlexNet co-author, OpenAI's scientific soul, now betting everything on SSI.
Sutskever co-authored AlexNet under Hinton, drove OpenAI's scaling conviction as chief scientist, joined the board action against Altman and then left to found Safe Superintelligence: no products, one goal. His 2024–25 public remarks ('pre-training as we know it will end'; scaling's low-hanging fruit is gone) frame the field's central strategic debate.
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