Sam Altman

113 atoms · 跨 44 天 · 首见 2026-04-05 · 最近 2026-07-02

三色: 🟦 fact 66 · 🟥 take 47 · stance ▲30/▼21/◆44

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 8

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 3 · X 110

时态: fresh:81 · aging:29 · stale:3

标签: 好观点:54 · 好信源:53 · 好思考:7 · 好数字:5

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 13 位作者 (KOL13) + 群 1 条 vs ▼ 11 位作者 (KOL11)

⚖️ 多头 13/13 来自KOL

💢 核心分歧 (3 轴)

1. Sam Altman 诚信赤字 vs. 实用主义领袖

*topic: 管理层表态/监管政策/技术路线/AI应用 · 16 bull vs 8 bear*

🟢 bullish 侧:

• <a id="atom-8d8cdc9af9930c16"></a>2026-04-28 X·@Alisvolatprop12 [老化中] · 信任度评价 · 管理层表态
  오로지 젠슨과 샘(그리고 마사요시)만 믿었으니
  tags: 好观点 · → daily
• <a id="atom-7e98bf8af3539cb7"></a>2026-05-10 X·@S_OhEigeartaigh [老化中] · 公开表态 · 管理层表态
  said entrepreneur's supporters might consider demonstrating the kind of magnanimity the entrepreneur himself has demonstrated
  tags: 好思考 · → daily
• <a id="atom-fd1a46bd74d86f07"></a>2026-06-04 X·@boneGPT · lost Mafia, puts on OpenAI · 管理层表态/仓位情绪
  Sam Altman lost Mafia, puts on OpenAI
  tags: 好观点 · → daily
• <a id="atom-80b476c607534767"></a>2026-06-14 X·@cat_powered · 游说特朗普投资Intel · 管理层表态
  Altman has been lobbying Trump for a year to invest
  tags: 好观点 · → daily
• <a id="atom-05b07b61fc391a5d"></a>2026-06-26 X·@sama [老化中] · stance on iterative deployment of capable models · 管理层表态/技术路线
  I think it is quite reasonable to roll out models--especially as they reach significant new levels of capability--in this way. It fits with our long-held strategy of iterative deployment.
  tags: 好观点 · → daily
  value: direction=favor

🔴 bearish 侧:

• <a id="atom-f5e17fc6f591b6c7"></a>2026-04-22 X·@bioshok3 · 评价Mythos是恐惧营销 · 管理层表态
  サム・アルトマンはMythosを恐怖を煽るマーケティングだと語った。
  tags: 好信源 · → daily
• <a id="atom-0b4c6117b7bc1e13"></a>2026-05-01 X·@theinformation · 声称在OpenAI无股权但实际拥有关联风投基金 · 管理层表态
  Altman, sitting right next to me, said that he had no equity in OpenAI, but in reality, he owned at that time a venture fund associated with OpenAI.
  tags: 好信源 · → daily
• <a id="atom-15ef8596206cd17a"></a>2026-05-05 X·@josepha_mayo [老化中] · 被描述为顶级操纵者 · 管理层表态
  bro sam altman is a peak manipulator manipulating everyone on tech twitter to like him so they could have a community
  tags: 好观点 · → daily
• <a id="atom-c4a3d230b7b87b14"></a>2026-05-09 X·@BallerThanThou [老化中] · Scam Altman 有利益驱动炒作AI叙事 · 管理层表态
  Scam Altman and other AI freaks - like that weirdo Ilya - all having an incentive to pump the narrative doesn't help
  tags: 好观点 · → daily
• <a id="atom-05e6561c7ea9d833"></a>2026-05-09 X·@gerardsans [老化中] · position on AGI · 管理层表态
  Even Sam Altman has moved from AGI to 'tools'
  tags: 好观点 · → daily

2. 算力豪赌 vs. 成本不可持续

*topic: 资本开支/订单需求/竞争格局 · 5 bull vs 5 bear*

🟢 bullish 侧:

• <a id="atom-0c3dea3b11330085"></a>2026-04-28 X·@Alisvolatprop12 [老化中] · 프론티어랩 경쟁자들보다 빠르게 스케일업 CAPEX에 미친 주도 · 资本开支/竞争格局
  프론티어랩 경쟁자들 그 누구보다도 빠르게 스케일업 CAPEX에 미친 샘 알트먼이 주도했기 때문
  tags: 好观点·好思考 · → daily
• <a id="atom-e42365401d255a6b"></a>2026-05-14 X·@tbpn · 锁定大量计算、内存、数据中心和电力 · 资本开支/数据中心算力
  Sam Altman... going out and trying to lock up huge amounts of compute, memory, data centers, and power
  tags: 好信源 · → daily
• <a id="atom-a5434758809a01ee"></a>2026-06-01 X·@morqon · 对AI行业不会赢家通吃的看法 · 竞争格局
  i'm confident it will not be, yeah. i think the world will demand, this is going to be such critical infrastructure for so many things that the world will rightly demand robustness in the system with multiple providers. i think that's a very good thing.
  tags: 好信源 · → daily
• <a id="atom-bbe959830904ee78"></a>2026-06-08 X·@Semicon_player · 2024年提到需要9000万亿韩元半导体投资 · 资本开支
  샘 알트만이 과거 9000조 반도체 투자해야된다고 이야기 한게 2024년경이였다.
  tags: 好信源 · → daily
  value: qty=9000조 · date=2024
• <a id="atom-3d6d809b3a705dab"></a>2026-06-27 X·@ShanghaoJin · 采购意愿 · 订单需求
  他反正无限要货，不需要他
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-64f96e5b1a254f6e"></a>2026-05-06 X·@Mayhem4Markets [老化中] · 精神状态 · 仓位情绪/竞争格局
  Sam Altman is in shambles
  tags: 好观点 · → daily
  value: direction=negative
  📷 原图
• <a id="atom-97c846e0c436dd2a"></a>2026-06-01 X·@WallStRollup · alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a terrible message · 地缘政治/竞争格局
  Sam Altman alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a “terrible message”
  tags: 好观点 · → daily
• <a id="atom-291012ffa5dc9d09"></a>2026-06-03 X·@rdd147 · 警告 OpenAI 和 Anthropic 客户大幅削减 AI 支出 · 资本开支/订单需求 +同日1条
  Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs.
  tags: 好信源 · → daily
• <a id="atom-2fa803d703ec8886"></a>2026-06-10 X·@wallstengine · 关于企业AI成本的表态 · 管理层表态/订单需求
  Enterprise AI costs have become a 'huge issue,' Sam Altman said, as companies rein in AI spending.
  tags: 好信源 · → daily
  📷 原图

3. 政府持股共赢 vs. 利益输送与道德风险

*topic: 监管政策/股权/持股披露 · 1 bull vs 4 bear*

🟢 bullish 侧:

• <a id="atom-dee5fcf0ba82c92f"></a>2026-06-26 X·@sama [老化中] · assessment of US government in this situation · 管理层表态/监管政策
  I believe the government shares most of our goals, and that they are overall doing a good job in a very difficult situation.
  tags: 好观点 · → daily
  value: direction=positive

🔴 bearish 侧:

• <a id="atom-0960c9ad0cda9337"></a>2026-04-27 X·@elonmusk · 国会证词真实性 · 监管政策 +同日1条
  Altman lied in congressional testimony that he didn’t have financial gain from OpenAI.
  tags: 好观点 · → daily
• <a id="atom-bc5d06f9087fee70"></a>2026-06-07 X·@zerohedge · Proposes plan for government backstop via equity stake distribution · 监管政策
  Sam Altman Pushes Plan For Backdoor Government Backstop By Handing Out Small Equity Stake To Americans
  tags: 好思考 · → daily
• <a id="atom-76ae5a1ff54010ec"></a>2026-06-25 X·@WatcherGuru · 表态GPT 5.6限制非首选长期模式 · 管理层表态/监管政策
  CEO Sam Altman: "we've made clear to the US government that this is not our preferred long term model."
  tags: 好信源 · → daily
  📷 原图

🔮 前瞻触发器 (forward triggers)

*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*

监管/政策 (1 · ▲0/▼1)

• 🔴 2026-05-06 · 被指控在安全标准上撒谎
  Mira Murati 在作证时表示 Sam Altman 在安全标准上撒谎

🟦 客观事实 (facts) (30)

• <a id="atom-f5518b4a85436398"></a>🟦 2026-04-30 X·@chatgpt21 · 认为纯合成数据可训练出超级推理能力 · 技术路线
  'I think what we're trying to train is to be really great reasoners. Ultimately, that's what you really want one of these models to do… just to be like a really smart model. And I believe you could get there entirely on synthetic data.'
  tags: 好信源·好观点 · → daily
• <a id="atom-ec23b9f34e4fb85f"></a>🟦 2026-04-30 X·@chatgpt21 · 区分人类数据对文化理解与纯推理的不同需求 · 技术路线
  You need human data to understand human culture. But raw intelligence, reasoning, and frontier math? AI can figure that out on its own.
  tags: 好信源·好观点 · → daily
• <a id="atom-b5b0ef9234b7680a"></a>🟦 2026-05-06 群 · 被指控在安全标准上撒谎 · 安全标准/指控
  Mira Murati 在作证时表示 Sam Altman 在安全标准上撒谎
  tags: 好信源 · → daily
• <a id="atom-4a078fefbd4aee22"></a>🟦 2026-05-14 X·@Techmeme · 持有与OpenAI有业务往来公司股份总市值 · 持股披露
  Sam Altman holds $2B+ in stakes in companies that have done business with OpenAI, including a $1.7B stake in fusion startup Helion Energy
  tags: 好数字 · → daily
  value: qty=$2B+
• <a id="atom-1382f667432b84a5"></a>🟦 2026-05-14 X·@Techmeme · 持有Helion Energy股份市值 · 持股披露
  Sam Altman holds $2B+ in stakes in companies that have done business with OpenAI, including a $1.7B stake in fusion startup Helion Energy
  tags: 好数字 · → daily
  value: qty=$1.7B
• <a id="atom-d4bebc7df7357ec6"></a>🟦 2026-07-02 X·@DrNHJ · 主张公众通过持股分享AI财富 · 管理层表态
  AI가 만들어낼 막대한 부의 일부를 대중과 공유하려면, 국민이 회사의 재무적 지분을 갖는 방식이 가장 적절하다고 주장
  tags: 好信源 · → daily
• <a id="atom-1194063248f0e32b"></a>🟦 2026-07-02 X·@KobeissiLetter · 与政府谈判状态 · 管理层表态/监管政策
  Sam Altman is reportedly in active talks with the Trump Administration about the situation
  tags: 好信源 · → daily
• <a id="atom-53039d2cfed0ce98"></a>🟦 2026-07-02 X·@Techmeme · proposes US-led international forum for AI standards · 监管政策/管理层表态
  Sam Altman proposes a "US-led international forum" to establish AI standards, provide analysis of capabilities and risks, and make AI available to allies
  tags: 好信源 · → daily
• <a id="atom-02d1cc9b63961664"></a>🟦 2026-06-25 X·@Techmeme · told staff US government asked OpenAI to stagger GPT 5.6 release · 模型发布/监管政策
  Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT 5.6 over security concerns, approving 'access customer by customer'
  tags: 好信源 · → daily
  value: date=2026-06-25
• <a id="atom-76ae5a1ff54010ec"></a>🟦 2026-06-25 X·@WatcherGuru · 表态GPT 5.6限制非首选长期模式 · 管理层表态/监管政策
  CEO Sam Altman: "we've made clear to the US government that this is not our preferred long term model."
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-055c3e8f72893f8e"></a>🟦 2026-06-25 X·@Techmeme · desired valuation for OpenAI IPO · 估值
  Sam Altman's desired $1T valuation
  tags: 好数字 · → daily
  value: qty=$1T
• <a id="atom-7eb44f58efadf323"></a>🟦 2026-06-25 X·@dmjk001 · 告知员工美国政府要求先向小部分合作伙伴发布GPT-5.6 · 模型发布/管理层表态
  OpenAI首席执行官Sam Altman周三告诉员工，美国政府要求公司先向一小部分值得信赖的合作伙伴发布GPT-5.6，之后再向更多用户推出。
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-4af592afc6603c87"></a>🟦 2026-06-25 X·@Alisvolatprop12 · GPT-5.6 将以有限预览形式面向少数企业客户 · 产品发布/监管政策
  OAI CEO 샘 알트먼은 수요일 사내 Q&A 세션에서 연방 정부의 요청에 따라 GPT-5.6을 제한된 프리뷰 형태로 출시하여 소수의 기업 고객에게만 접근 권한을 부여할 것이라고 직원들에게 말했다
  tags: 好信源 · → daily
• <a id="atom-7d0cc9aeead1fdc5"></a>🟦 2026-06-23 X·@WSJ · wealth tied up in tech companies network · 资本结构
  Much of Sam Altman’s wealth is tied up in a vast network of tech companies.
  tags: 好信源 · → daily
• <a id="atom-c42dd865f74da658"></a>🟦 2026-06-23 X·@Techmeme · has over 80 personal investments benefitting from ties to OpenAI · 人事变动
  How Sam Altman's 80+ personal investments, many from his time at YC, benefit from ties to OpenAI
  tags: 好信源 · → daily
  value: qty=80+
• <a id="atom-7da107abe84e3bb8"></a>🟦 2026-06-13 X·@grok · testimony on AI model licensing · 监管政策
  Sam Altman told Congress people should register GPUs with the government like guns. He actually testified in May 2023 that frontier AI *model developers* should face licensing/registration requirements for safety.
  tags: 好信源 · → daily
  value: date=2023-05
• <a id="atom-805fd95d31d1f895"></a>🟦 2026-06-04 X·@AlecStapp · signed letter · 管理层表态/监管政策
  Sam Altman, CEO & Co-Founder, OpenAI, signed letter
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-1a551832cfa1de87"></a>🟦 2026-06-03 X·@AndrewCurran_ · 签署公开信 · 监管政策/生物安全
  Sam Altman, Dario Amodei, Demis Hassabis and many others have signed a letter urging Congress to increase security on orders of synthetic nucleic acids
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-933a69ef5ddf2315"></a>🟦 2026-06-03 X·@Techmeme · 签署公开信 · 监管
  Sam Altman and Dario Amodei are among signatories on an open letter urging improved tracking of synthetic DNA potentially used in AI-developed bioweapons
  tags: 好信源 · → daily
• <a id="atom-0a00f4273235cc4e"></a>🟦 2026-06-01 X·@morqon · 关于 Anthropic IPO 的表述 · IPO
  sam: i just heard
  tags: 好信源 · → daily
• <a id="atom-121a915a7b4b2a15"></a>🟦 2026-06-01 X·@morqon · 对未来上市计划的表述 · IPO/管理层表态
  i assume we'll do it. at some point.
  tags: 好信源 · → daily
• <a id="atom-a5434758809a01ee"></a>🟦 2026-06-01 X·@morqon · 对AI行业不会赢家通吃的看法 · 竞争格局
  i'm confident it will not be, yeah. i think the world will demand, this is going to be such critical infrastructure for so many things that the world will rightly demand robustness in the system with multiple providers. i think that's a very good thing.
  tags: 好信源 · → daily
• <a id="atom-c52126327dd529ee"></a>🟦 2026-05-19 X·@Overlap_Tech · GLP-1 overdose experience · 药品副作用/个人经历
  "Taking enough of it makes you have not a desire for anything else. Few days laying in a hospital bed staring at a white ceiling thinking nothing, not wanting anything." — @sama
  tags: 好信源 · → daily
• <a id="atom-181a0407a897feb7"></a>🟦 2026-05-12 X·@DrNHJ [老化中] · 计划成立新计算公司 · 融资
  샘 올트먼, 새로운 컴퓨팅 기업 시작할 수도
  tags: 好信源 · → daily
  value: direction=new
• <a id="atom-a91f00dd624d6d4d"></a>🟦 2026-05-03 X·@sama [老旧] · 对用户反馈表示高兴 · 管理层表态
  very glad you like it 🫶
  tags: 好信源 · → daily
• <a id="atom-e148b621b49d039a"></a>🟦 2026-04-30 X·@chatgpt21 · 对模型因合成数据退化不担忧 · 技术路线
  Altman bluntly responds 'Not.'
  tags: 好信源 · → daily
• <a id="atom-f5e17fc6f591b6c7"></a>🟦 2026-04-22 X·@bioshok3 · 评价Mythos是恐惧营销 · 管理层表态
  サム・アルトマンはMythosを恐怖を煽るマーケティングだと語った。
  tags: 好信源 · → daily
• <a id="atom-a13bc24d1a3e8406"></a>🟦 2026-04-05 群 [老旧] · 对 OpenAI IPO 时间表立场 · 管理层表态/IPO 时间表
  Altman 在 OpenAI 的 IPO 时间表上更激进
  tags: 好观点 · → daily
• <a id="atom-af72f73cc9ff1eb0"></a>🟦 2026-06-04 X·@bioshok3 · 签署联名信要求合成核酸订单筛查与记录强制化 · 监管政策
  サム・アルトマン、ダリオ・アモデイ、デミス・ハサビス含む多くの専門家が合成核酸とその製造に必要な機器の発注のスクリーニングと記録を義務化するよう議会に求める書簡に署名
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-b7c3f4eef2d739fd"></a>🟦 2026-06-02 X·@btibor91 · internal user token usage growth · 算力需求增长
  the heaviest internal user went from about 100,000 tokens a month six and a half years ago to about 100 billion today, a million-fold jump
  tags: 好数字 · → daily
  value: qty=from ~100,000 tokens/month to ~100 billion/month · date=6.5 years ago vs 2026
  📷 原图

🟥 多头 takes (bullish) (19)

• <a id="atom-b2eeea18f4854867"></a>🟥 2026-04-30 X·@chatgpt21 · 预测AI无需人类数据即可超越人类数学知识 · 技术路线/路线图
  'Could we train a model with no human data that eventually surpassed human mathematical knowledge? I think we'd say yes. Like, you could probably just figure that out. That seems very possible.'
  tags: 好信源·好观点 · → daily
• <a id="atom-8614421b94e31c85"></a>🟥 2026-05-12 群 [老化中] · 筹备独立 AI 算力公司 · 管理层行动/算力基础设施
  Altman 筹备独立 AI 算力公司，意在突破 OpenAI 基础设施瓶颈
  tags: 好观点·好信源 · → daily
• <a id="atom-0c3dea3b11330085"></a>🟥 2026-04-28 X·@Alisvolatprop12 [老化中] · 프론티어랩 경쟁자들보다 빠르게 스케일업 CAPEX에 미친 주도 · 资本开支/竞争格局
  프론티어랩 경쟁자들 그 누구보다도 빠르게 스케일업 CAPEX에 미친 샘 알트먼이 주도했기 때문
  tags: 好观点·好思考 · → daily
• <a id="atom-05b07b61fc391a5d"></a>🟥 2026-06-26 X·@sama [老化中] · stance on iterative deployment of capable models · 管理层表态/技术路线
  I think it is quite reasonable to roll out models--especially as they reach significant new levels of capability--in this way. It fits with our long-held strategy of iterative deployment.
  tags: 好观点 · → daily
  value: direction=favor
• <a id="atom-dee5fcf0ba82c92f"></a>🟥 2026-06-26 X·@sama [老化中] · assessment of US government in this situation · 管理层表态/监管政策
  I believe the government shares most of our goals, and that they are overall doing a good job in a very difficult situation.
  tags: 好观点 · → daily
  value: direction=positive
• <a id="atom-39d08c8637de272d"></a>🟥 2026-06-18 X·@nosilverv [老化中] · 比喻: future flows through controlling recursive self-improvement · 技术路线
  The whole future seems to flow through the 'one ring' of controlling recursive self-improvement
  tags: 好观点 · → daily
• <a id="atom-907caced5eddf82d"></a>🟥 2026-06-09 X·@Alisvolatprop12 · 被X timeline无视 · 仓位情绪
  개인적으로 샘 알트먼이 엑스 타임라인에서 무시당하는 걸 이해할 수 없다에 한표를 준다.
  tags: 好观点 · → daily
• <a id="atom-7e98bf8af3539cb7"></a>🟥 2026-05-10 X·@S_OhEigeartaigh [老化中] · 公开表态 · 管理层表态
  said entrepreneur's supporters might consider demonstrating the kind of magnanimity the entrepreneur himself has demonstrated
  tags: 好思考 · → daily
• <a id="atom-2e4ca9341c4e88ad"></a>🟥 2026-07-02 X·@jdoliner · CEO无形资产评分最高 · 管理层表态
  Sam has the most maxed out intangibles stat of any ceo
  tags: 好观点 · → daily
  value: direction=most maxed out
• <a id="atom-3d6d809b3a705dab"></a>🟥 2026-06-27 X·@ShanghaoJin · 采购意愿 · 订单需求
  他反正无限要货，不需要他
  tags: 好观点 · → daily
• <a id="atom-8cf76b04037de7b7"></a>🟥 2026-06-27 X·@theinformation · 展现务实领导力 · 管理层表态
  shows the power of pragmatic leadership
  tags: 好观点 · → daily
• <a id="atom-cd86264d52823b70"></a>🟥 2026-06-18 X·@balakhonoff · GR is outstanding · 政府关系
  Sam's GR is outstanding
  tags: 好观点 · → daily
• <a id="atom-80b476c607534767"></a>🟥 2026-06-14 X·@cat_powered · 游说特朗普投资Intel · 管理层表态
  Altman has been lobbying Trump for a year to invest
  tags: 好观点 · → daily
• <a id="atom-fd1a46bd74d86f07"></a>🟥 2026-06-04 X·@boneGPT · lost Mafia, puts on OpenAI · 管理层表态/仓位情绪
  Sam Altman lost Mafia, puts on OpenAI
  tags: 好观点 · → daily
• <a id="atom-fd1ac6004bcbafd9"></a>🟥 2026-05-21 X·@Noahpinion · AI 使用降低智力差异 · AI 能力
  God made men differ in intelligence, but Sam Altman made them equal
  tags: 好观点 · → daily
• <a id="atom-0ccac0e9513056fe"></a>🟥 2026-05-09 X·@boneGPT [老旧] · 胜诉预期 · 诉讼结果概率
  I bet on Sam for the simple reason that the judge is a latina
  tags: 好观点 · → daily
  value: direction=高于
• <a id="atom-7a91218959fd7e43"></a>🟥 2026-05-03 X·@chatgpt21 [老化中] · preference for more intelligence by users · 模型发布
  we would all love more intelligence (we kinda like seeing it work for a long time)
  tags: 好观点 · → daily
• <a id="atom-8d8cdc9af9930c16"></a>🟥 2026-04-28 X·@Alisvolatprop12 [老化中] · 信任度评价 · 管理层表态
  오로지 젠슨과 샘(그리고 마사요시)만 믿었으니
  tags: 好观点 · → daily
• <a id="atom-64350994b41836bf"></a>🟥 2026-04-25 X·@teortaxesTex [老化中] · conjures capital to solve alignment problems · 融资
  Cannibal King Sam just conjures capital, and so problems on his turf continue being solved.
  tags: 好观点 · → daily
  📷 原图

🟥 空头 takes (bearish) (15)

• <a id="atom-bc5d06f9087fee70"></a>🟥 2026-06-07 X·@zerohedge · Proposes plan for government backstop via equity stake distribution · 监管政策
  Sam Altman Pushes Plan For Backdoor Government Backstop By Handing Out Small Equity Stake To Americans
  tags: 好思考 · → daily
• <a id="atom-4795cf7f9ea802a6"></a>🟥 2026-04-27 X·@elonmusk · 对 OpenAI 董事会的信息披露 · 信息披露
  Scam Altman didn’t tell the OpenAI board that he OWNED the OpenAI Startup Fund.
  tags: 好思考 · → daily
• <a id="atom-291012ffa5dc9d09"></a>🟥 2026-06-03 X·@rdd147 · 警告 OpenAI 和 Anthropic 客户大幅削减 AI 支出 · 资本开支/订单需求
  Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs.
  tags: 好信源 · → daily
• <a id="atom-0960c9ad0cda9337"></a>🟥 2026-04-27 X·@elonmusk · 国会证词真实性 · 监管政策
  Altman lied in congressional testimony that he didn’t have financial gain from OpenAI.
  tags: 好观点 · → daily
• <a id="atom-ec42d52f42dd92e7"></a>🟥 2026-04-27 X·@elonmusk [老化中] · owned the OpenAI Startup fund while simultaneously lying about not financially benefiting from OpenAI · 管理层表态/监管政策
  Scam Altman owned the OpenAI Startup fund while simultaneously lying to the world that he didn’t financially benefit from OpenAI
  tags: 好观点 · → daily
• <a id="atom-7374b1ff445057f6"></a>🟥 2026-06-19 X·@AndrewYNg · 评论Anthropic恐惧营销增加出口管制风险 · 管理层表态
  Sam Altman pointed out, referring to Anthropic, 'It is clearly incredible marketing to say, We have built a bomb, we are about to drop it on your head. We will sell you a bomb shelter for $100 million.’ But when one engages in this type of fear-based marketing, it increases the odds that the U.S. Government will agree with you and slap export controls on the bomb you say you have built.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-2fa881148e1695c0"></a>🟥 2026-06-03 X·@rdd147 · 认为 AI 建设成本不可持续，让超大规模用户和最终用户无法获利 · 盈利能力/资本开支
  The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users.
  tags: 好观点 · → daily
• <a id="atom-97c846e0c436dd2a"></a>🟥 2026-06-01 X·@WallStRollup · alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a terrible message · 地缘政治/竞争格局
  Sam Altman alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a “terrible message”
  tags: 好观点 · → daily
• <a id="atom-c4a3d230b7b87b14"></a>🟥 2026-05-09 X·@BallerThanThou [老化中] · Scam Altman 有利益驱动炒作AI叙事 · 管理层表态
  Scam Altman and other AI freaks - like that weirdo Ilya - all having an incentive to pump the narrative doesn't help
  tags: 好观点 · → daily
• <a id="atom-5da77109c3258fe9"></a>🟥 2026-05-09 X·@AaronBergman18 [老化中] · 个人特质描述 · 管理层表态
  extremely shrewd and competent sociopath
  tags: 好观点 · → daily
• <a id="atom-8c88b972b5599144"></a>🟥 2026-05-09 X·@AaronBergman18 [老化中] · 行为模式描述 · 管理层表态
  extraordinary pattern of lies, deception, extravagance, power seeking, and harm
  tags: 好观点 · → daily
• <a id="atom-64f96e5b1a254f6e"></a>🟥 2026-05-06 X·@Mayhem4Markets [老化中] · 精神状态 · 仓位情绪/竞争格局
  Sam Altman is in shambles
  tags: 好观点 · → daily
  value: direction=negative
  📷 原图
• <a id="atom-15ef8596206cd17a"></a>🟥 2026-05-05 X·@josepha_mayo [老化中] · 被描述为顶级操纵者 · 管理层表态
  bro sam altman is a peak manipulator manipulating everyone on tech twitter to like him so they could have a community
  tags: 好观点 · → daily
• <a id="atom-70ccf7427c82123a"></a>🟥 2026-05-04 X·@dontjinpingme · CEO 离职预测 · 人事变动
  sam ll step down
  tags: 好观点 · → daily
  value: date=2026-Q4
• <a id="atom-e590138c14b5a2d5"></a>🟥 2026-05-01 X·@TylerJnstn [老化中] · 对就业末日论的立场 · 裁员与就业
  I honestly miss the Sam Altman that used to call out his peers for downplaying this risk.
  tags: 好观点 · → daily
  📷 原图

🟥 中性 takes (neutral) (8)

• <a id="atom-fdf703bb18eea1e7"></a>🟥 2026-06-13 X·@boneGPT · testimony on AI regulation inevitability · 管理层表态
  Reading between the lines both Sam and Dario have been suggesting something like this is inevitable, going back to Sam in front of Congress.
  tags: 好思考 · → daily
  value: date=2023-05
• <a id="atom-b86330dd5ea8a581"></a>🟥 2026-05-10 X·@sama [老化中] · 个人状态描述 · 管理层表态
  as i get older and wiser, so do i
  tags: 好观点 · → daily
• <a id="atom-802884172258de54"></a>🟥 2026-07-02 X·@minchoi · argument on AI wealth-sharing · 管理层表态
  If AI creates massive upside, the public should get a financial stake too. Basically: AI wealth-sharing through ownership.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-1643b00f37f53723"></a>🟥 2026-06-17 X·@Alisvolatprop12 · did not win YC CEO through deceit · 管理层表态
  확실한 건 샘이 레전더리 스타트업 액셀러레이터인 Y 콤비네이터 대표를 고스톱 쳐서 따낸 건 아닐 겁니다.
  tags: 好思考 · → daily
• <a id="atom-2df9995f987cf46e"></a>🟥 2026-06-25 X·@pstAsiatech · 希望一切顺利的话几周后更广泛发布 · 模型发布
  He added that he hoped there would be a more general release a “couple of weeks later” if all went well.
  tags: 好观点 · → daily
  value: date=a couple of weeks later
• <a id="atom-01c737d4f501a8d0"></a>🟥 2026-05-15 X·@mweinbach · dismissed GPT 5.5 issue · 管理层表态
  I don't like how Sam dismissed this the way he did
  tags: 好观点 · → daily
• <a id="atom-ab51d5a72d03e8d0"></a>🟥 2026-05-11 X·@d_1d2d [老化中] · 主张建立多层面防御体系应对开源生物武器模型 · 监管政策
  サム・アルトマンは、生物兵器を開発できるようなオープンソースモデルが登場する可能性を踏まえ、社会全体で多層的な防御体制を築く必要があると語っています。
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-ed6a511ccb1ab787"></a>🟥 2026-05-10 X·@tszzl [老化中] · 对无名人士的友好行为 · 管理层表态
  Sam repeatedly does favors for nobodies
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 4)

⏱ 时间轴 (近 20)

• 🟦 2026-07-02 · fact · 主张公众通过持股分享AI财富 · → daily
• 🟦 2026-07-02 · fact · 主张让美国政府持股的理由 · → daily
• 🟦 2026-07-02 · narrative · 公开持股主张 · → daily
• 🟦 2026-07-02 · narrative · 与政府谈判状态 · → daily
• 🟦 2026-07-02 · fact · 与特朗普及多位官员讨论持股方案 · → daily
• 🟦 2026-07-02 · narrative · proposes US-led international forum for AI standards · → daily
• 🟥 2026-07-02 · position · CEO无形资产评分最高 · → daily
• 🟥 2026-07-02 · narrative · argument on AI wealth-sharing · → daily
• 🟥 2026-06-27 · narrative · 采购意愿 · → daily
• 🟥 2026-06-27 · narrative · 展现务实领导力 · → daily
• 🟥 2026-06-26 · position · stance on iterative deployment of capable models · → daily
• 🟥 2026-06-26 · position · assessment of US government in this situation · → daily
• 🟦 2026-06-25 · fact · told staff US government asked OpenAI to stagger GPT 5.6 rel · → daily
• 🟦 2026-06-25 · fact · 解释分批发布原因是联邦政府要求 · → daily
• 🟦 2026-06-25 · fact · 表示这是尽快广泛发布模型的最佳路径 · → daily
• 🟦 2026-06-25 · fact · 在备忘录中告知员工政府在预览期间将逐客户审批访问权限 · → daily
• 🟥 2026-06-25 · forecast · 希望一切顺利的话几周后更广泛发布 · → daily
• 🟦 2026-06-25 · fact · 表态GPT 5.6限制非首选长期模式 · → daily
• 🟦 2026-06-25 · narrative · desired valuation for OpenAI IPO · → daily
• 🟦 2026-06-25 · fact · 告知员工美国政府要求先向小部分合作伙伴发布GPT-5.6 · → daily

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