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Gemini
Exit|3 of 4 in OpenAI Non-Profit to For-Profit
walk-backai·2020 / unsealed 2023

Open source charter vs proprietary moat

The Public RegisterMarch 2023
Ilya Sutskever — Chief Scientist, OpenAI, The Verge Interview on GPT-4 Release
“We were wrong to be open source in the past. As models become more powerful, safety dictates that sharing weights is a bad idea. Closed models are about safety.”
The Private Artifact2020
Internal Commercial Strategy Briefing — commercial partnership memos, Microsoft Partnership Governance Agreement
“Exclusive commercial licensing of model weights to Microsoft is vital to secure the multi-billion-dollar compute allocations required to maintain competitive dominance against Google.”
Exhibit: MSFT_OpenAI_CommercialAgreement_Ex3

The Split:OpenAI rationalized closing its model weights to the public as a solemn safety precaution. Behind closed doors, the commercial agreements with Microsoft explicitly locked the technology down to protect enterprise exclusivity.

The Tell (How to spot this next time):

When an open-source non-profit suddenly discovers that 'safety requires keeping everything secret and proprietary', check the investor contract.

court pipeMusk v. Altman discovery exhibits.