Hayden Field

They're going to have to be transparent about certain things for the first time.

But the other interesting part of all this to me is just the fact that the CEOs and the executives of these companies have been acting so differently in the past year than they have in the past.

I remember Sam Allman used to often say, I'm not really worried about how OpenAI is going to make money.

It's going to.

He would really make it a point to highlight that he was not worried about generating a profit.

Now that is completely flipped.

Last time I saw him in October, he was visibly worried about how the company was going to make money.

He seemed nervous.

He mentioned multiple times, oh, we've got to make money.

We've got to turn a profit.

It could look like X, Y, or Z, but we've got to do it.

So I've never seen him so nervous about...

money.

And I think that we're going to see that reflected in this year when they IPO and when they're going to have to answer to shareholders in a new way.

I think so, for sure.

Yeah, I mean, a lot of engineers and researchers get really, you know, disillusioned when they think they're going to be doing one thing and they're doing another.

You know, we saw someone quit at OpenAI because of the ad stuff.

We saw someone else quit because of the, you know, potential NSFW, like,

sexting stuff.

We saw people leave XAI over the Grok NSFW stuff.