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open AI appears to be addressing recent security concerns with a new addition to
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its board of directors the company announced last week that retired General Paul nakason uh will be joining the
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board he's also uh sit on a newly formed Safety and Security committee nakason was director of the NSA which is causing
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a lot of like the the crazy right to go crazy about this and saying it's a deep State um and led uh including Elon I
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think and led the US military cyber command before stepping down early this year he's very well regarded but uh
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again uh this is a big appointment um opena I said in a statement that this appointment underscores a growing
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significance of cyber security uh what do you think about this bringing in uh Edward Snowden wasn't happy he posted on
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this on social media saying do not ever trust opena or its products there is only one reason for appointing an NSA
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director to your board so as usual without proof Edward uh but you know okay sure spy Spy so uh but it's one of
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those open-ended questions that never really has an answer or any proof attached to it but that's okay they they
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can do that so it's a thing what do you think about that I absolutely love it um
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anyone who's an army General and works their way up as as someone you know General nakason is you know this is a
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very impressive person and also this person has proven themselves a patriot and for all these weirdos on the far
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right that think there's a deep State and for all these weirdos on the far left that are under the assumption that
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the peace is a natural right that it's it's not something that requires constant vigilance and sacrifice we need
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the NSA does an amazing job keeping Americans safe and it's important that we have laws that keep them in check but
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at the same time I I just I worry that America has become so naive to this notion that peace is a right it is not
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it is earned and it is not the natural order as soon as people can come for our Netflix and espresso folks they will and
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they won't do it by interesting nice means they'll be violent about it just as we are need to be violent and smart
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about protecting our borders so to have someone like this on the board of open AI to occasionally raise his or her hand
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and say you know what that is a threat to America and I am not down with this I love having this guy on the board of
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open AI I think it's a wonderful thing it's interesting because it sort of sets up these deep State leave us alone don't
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tread on me gang um and I mean that the negative don't tread on me way the sort of demented Don't Tread on Me In Edward
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stow's case I recognize it he did uncover some really heinous Behavior by our security officials that said the way
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there there's plenty of argument to be made that that how he handled it was wrong but he couldn't have handled look
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we can debate Edward Snow all you want I interviewed him once it's a very complex
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topic but the fact assuming every NSA Chief is has Mal intent is the way to bring down all institutions now they've
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been abusive enough that there's that there needs to be strong um strong laws and oversight in
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place absolutely if a spy a spy is going to spy that is just the way it goes right it's not there's no other way to
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put it including the Chinese government they're going to spy whether you have proof or not that's what they do in this
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case as many people on the board now I would also put on someone who's a more of a like sort of an opposite to him
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could be interesting so you have all the different outlooks brought there and I'm
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not talking the problem they had was they had people that were so at Cross purposes there was no agreement and I
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think if they bring in someone who's more not distrustful of government but then challenges government overreach I
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think that's fantastic too right that's what you kind of want on a board um but this guy has has really a very very
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strong reputation I just the immediate attacks on him were fascinating to watch in a lot of ways speaking of of open AI
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they're further angering all the all the pure crowd um CEO Sam Altman has told some shareholders the companies
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considering changing its governance to a poor profit business that a nonprofit board doesn't control according to the
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information I'm shocked I'm shocked what what shocked what they are a profit company one option for forming a
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for-profit benefit Corporation similar to an anthropic and xai have in place that that's I you can explain what a
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for-profit I don't understand it Alman said that restructuring conversations are fluid and that he and his fellow
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directors can end up taking a different approach oh come on Sam come on you can't stand that nonprofit situation
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um so opena reportedly has on Pace by the way for a $3.4 billion of annual revenue well done um if opena did become
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a for-profit company what's your prediction for an IPO they just hired a very well- regged um person Sarah frier
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who was a former uh CEO of nexor and it's as his Chief Financial Officer she used to work for square she's terrific
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uh she she dealt with IPOs at next door as well as Square as I've said what what
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what is that called now I forget the new name for I call it Square still block uh
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it's called whatever I don't know I don't know I don't know what it's called but anyway square is what I call it um
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but what do you think about this talk about this a little bit so all of the stuff about the drama at the board and
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it going back and forth and whe you know and Sam being fired and then rehired it's a bit of noise because now open AI
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in the last six months they've doubled um they have doubled their uh Revenue base they're kind of running
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away with it and if you look at their run rate right now relative to their valuation they're actually the most
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reasonable reasonably valued company in AI despite the fact that they're leader the leader they are clearly clearly
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putting on their best dress for an IPO because the individual that you reference is a is a an incredibly street
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it's like when Google brought in Ruth parat and she wasn't there to take him public but this is a very Street
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friendly hire so they're clearly getting ready for an IPO and all of the kind of
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noise around open I I saw these numbers on how they're doing they are running away with it you know what they have
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Scott's they've decided to be Google and not Netscape that's what it is I see the
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Netscape had it and then lost it Google almost lost it and then had it right they really pushed aggressively um it's
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also expanding into Healthcare with a cancer co-pilot um it's working with color Health to develop an AI assistant
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using open AI Jeep they're doing deals all over the freaking map like they're they're like running circles around the
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competitors but go ahead no the you're you're exactly right they're they are I mean
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the we have a tendency to focus on the so soap opera end of this but despite all of this distraction they are growing
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the revenues faster Mist this company in France which I think will do well because I think a lot of European
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companies um and Regulators would like an AI company in Europe to emerge but if you look at just sheer Revenue growth
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and size of Revan is it's it's Nvidia and open AI are sort of running away with it