In early 2019, senior Microsoft leadership began coming through the OpenAI office. First came Kevin Scott, the tech giant’s excitable chief technology officer, who had followed OpenAI and grown particularly fond of the startup; then came Craig Mundie, a senior adviser to Nadella who had served on Microsoft leadership, including as its chief research and strategy officer, for over twenty years. Bill Gates also turned up, reserved and tight-lipped as usual, as he watched a series of demos. Most employees were left in the dark about Microsoft’s engagement. Altman told the small team working on the deal to keep knowledge of a possible investment limited.
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Through the course of my reporting, I would come to conclude something even more startling. Not even in Silicon Valley did other companies and investors move until after ChatGPT to funnel unqualified sums into scaling. That included Google and DeepMind, OpenAI’s original rival. It was specifically OpenAI, with its billionaire origins, unique ideological bent, and Altman’s singular drive, network, and fundraising talent, that created a ripe combination for its particular vision to emerge and take over. “I get the sense that Sam is the most ambitious person on the planet,” a former employee says. In other words, everything OpenAI did was the opposite of inevitable; the explosive global costs of its massive deep learning models, and the perilous race it sparked across the industry to scale such models to planetary limits, could only have ever arisen from the one place it actually did.
But Amodei and Safety would lose out. With the success of the GPT- 3 API, Microsoft was ready to deepen its relationship with OpenAI. Altman began negotiating another $2 billion investment from the tech giant with a new profit cap of 6x. The promising commercial potential of large language models cemented OpenAI’s focus. One by one, Amodei’s counterpart, Bob McGrew, the other VP of Research, reoriented the division’s teams and projects around GPT-related work. In late summer of 2020, the company dissolved its robotics team.
Microsoft was also a challenging partner; many felt it had far too much bureaucracy and required too much hand-holding to make the most of OpenAI’s models. By relying on the tech giant to deliver its technologies to the public, OpenAI was also losing visibility into and data from its users and, most importantly, control over its vision.
Within weeks of the white paper, OpenAI and Microsoft formed a strategic alliance with Google and Anthropic to launch the Frontier Model Forum, a group for advancing relevant research and influencing the policy agenda on AI safety risks. It was a rare issue in which the interests of Doomers, Boomers, and profit-motivated corporates aligned: Keeping frontier models front and center in government regulatory discussions was ideologically imperative to Doomers and convenient to Boomers and corporates for shifting attention away from regulating existing AI models and their problems. Everyone also advanced their causes by arguing against opening up the weights of cutting-edge models. In the Forum’s first year, Meta was conspicuously absent. (It would join a year later to gain a seat at the table.)
The prior month, in September 2023, Raji had found herself the singular academic, with financial ties neither to the industry nor Doomer community, testifying to Congress next to Altman, Musk, Nadella, Gates, Zuckerberg, Pichai, and Jack Clark, among other tech executives. They were all present for the very first of Senator Chuck Schumer’s AI Insight Forums, among the hottest and most consequential series of policy convenings that year to set in motion AI legislation. As her fellow witnesses spouted spectacular, unbacked claimsn about the promises and perils of AI, peppered with well-timed references to beating China that straightened the backs of attending senators, what shocked Raji the most was how much many in the audience appeared to buy into everything.
It dawned on her that the people sitting next to her, and their massive policy teams, had monopolized the message in Washington for so long that many policymakers now viewed it as gospel. A Schumer spokesperson would later note in the press that the senator was personally consulting with Altman and other OpenAI executives as he moved closer to regulation. “That for me was a huge realization,” Raji says. “Wow, we need more people just debunking—just looking at what people are saying and being like, ‘Actually, reality is more complicated.’”