A mere direction disagrement would have been handled with "Sam is retiring after 3 months to spend more time with his Family, We thank him for all his work". And surely would be taken months in advance of being announced.
Only feels last minute to those outside. I've seen some of these go down in smaller companies and it's a lot like bankruptcy - slowly, then all at once.
You don't fire your CEO and call him a liar if you have any choice about it. That just invites a lawsuit, bad blood, and a poor reputation in the very small circles of corporate executives and board members.
That makes me think that Sam did something on OpenAI's behalf that could be construed as criminal, and the board had to fire him immediately and disavow all knowledge ("not completely candid") so that they don't bear any legal liability. It also fits with the new CEO being the person previously in charge of safety, governance, ethics, etc.
That Greg Brockman, Eric Schmidt, et al are defending Altman makes me think that this is in a legal grey area, something new, and it was on behalf of training better models. Something that an ends-justifies-the-means technologist could look at and think "Of course, why aren't we doing that?" while a layperson would be like "I can't believe you did that." It's probably not something mundane like copyright infringement or webscraping or even GDPR/CalOppa violations though - those are civil penalties, and wouldn't make the board panic as strongly as they did.
Think of it as the difference between a vote of no confidence and a coup. In the first case you let things simmer for a bit to allow you to wheel and deal and to arrange for the future. In the second case, even in the case of a parliamentary coup like the 9th of Thermidor, the most important thing is to act fast.
If they had the small majority needed to get rid of him over mere differences of future vision they could have done so on whatever timescale they felt like, with no need to rush the departure and certainly no need for the goodbye to be inflammatory and potentially legally actionable
I don't think it's correct not because it sounds like a sci-fi novel, but because I think it's unlikely that it's even remotely plausible that a new version of their internal AI system would be good enough at this point in time to do something like that, considering all the many problems that need to be solved for Drexler to be right.
I think it's much more likely that this was an ideological disagreement about safety in general rather than a given breakthrough or technology in specific, and Ilya got the backing of US NatSec types (apparently their representative on the board sided with him) to get Sam ousted.
Ha! Tell me you don't know about markets without telling me! Stock can drop after hours too.
