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OpenAI x Microsoft
I don’t want to be IBM and OpenAI to be Microsoft
May 14
21
1
"Directionally very bad"
Text messages from Sam Altman, Mira Murati, and Satya Nadella.
May 7
48
4
Musk v. Altman begins
This is a bait and switch
May 2
36
2
March 2026
Mark Zuckerberg texts Elon Musk
I have an idea to run by you
Mar 28
37
4
"I wonder if we should consider buying Instagram"
I'm worried we're so far behind that we don't even understand how far behind we are
Mar 8
32
1
February 2026
"The fate of civilization is at stake"
Text messages from Sam Altman, Satya Nadella, and Elon Musk. Plus, Microsoft's CTO on why the OpenAI board fired Sam Altman.
Feb 1
36
3
4
January 2026
Warren Buffett emails Microsoft exec
I prefer to structure investing as a no-called-strikes game and just wait for the fat one
Jan 4
43
1
December 2025
Mark Zuckerberg and Snapchat | Sam Altman and Elon Musk
For Snapchat, our shot is right now. They’re deciding between joining us and taking a big financing on the path to going public.
Dec 6, 2025
31
4
1
November 2025
"I would buy a Mac today if I was not working at Microsoft"
This is a rant. I’m sorry.
Nov 1, 2025
39
3
4
October 2025
Facebook's plan to beat Google+
we will swallow sadness for every summer going forward if we do not move faster and smarter than the Google for these next 3 months.
Oct 5, 2025
33
1
2
September 2025
Steve Jobs's drafts | Elon Musk's coinvestors
For your eyes only. Thoughts?
Sep 14, 2025
24
1
August 2025
Elon Musk names OpenAI | Mark Zuckerberg | Bill Gates
We could call this the Open Al Institute (Open AI-I!), but call it Open in everyday conversation.
Aug 9, 2025
42
1
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