On this episode of Okay, Computer. On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about their first reactions to the OpenAI shakeup when it broke on Friday (2:00), Satya Nadella on CNBC (4:00), risks to Microsoft (9:00), Deidre’s biggest takeaway from the events over the last few days (14:30), and the OpenAI board opening talks for Sam Altman’s return (17:00).
Later, Dan sits down with Matt Turck, Partner at FirstMark Capital and host of The MAD Podcast, to discuss the implications of the OpenAI drama (19:30), what’s at stake for public and private investors (21:35), consumer AI vs. enterprise AI (25:30), whether is better off with Sam Altman (28:00), the shift in corporate reputation (34:00), opportunities the potential collapse of OpenAI means for public companies (35:30), VCs (38:15) and talent (40:15). They end the conversation with a quick chat about The MAD Podcast with Matt Turck (44:00) and the outlook for Google (46:15).
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