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The Fight for NASA Administrator Is Getting Dirty

The Fight for NASA Administrator Is Getting Dirty

There’s a new twist in the NASA leadership saga. A confidential document outlining Jared Isaacman’s radical vision for the agency recently came to light, and it’s causing quite a stir within the aerospace community.

The 62-page document, titled “Athena,” is a shortened version of the full manifesto Isaacman and his advisors wrote after President Trump nominated him for the role of NASA Administrator at the start of his term, sources tell Ars Technica. Reviewed by both Ars and Politico, it reportedly details major changes that have ruffled the feathers of multiple people tied to NASA.

Isaacman told Politico that the goal of the plan is to “reorganize and reenergize NASA, focus the agency on American leadership in space, unlock the orbital economy, and accelerate world-changing discoveries.”

But perhaps even more scandalous than the document’s contents is the nature of its release. Sources told Ars that the leak appears to be part of Acting NASA Administrator Sean Duffy’s efforts to sabotage Isaacman’s potential re-nomination and improve his chances of keeping his position. This claim has not been independently confirmed.

Gizmodo reached out to Duffy and Isaacman for comment but did not receive a response by the time of publication.

A NASA power grab?

The question of who will be the next NASA administrator is currently at the center of a political tug-of-war. Though Isaacman has re-emerged as the front-runner since losing his original nomination, reports suggest Duffy wants to secure the role for himself.

Trump pulled Isaacman’s nomination in May, citing concerns over the billionaire’s past Democratic campaign donations and his ties to SpaceX CEO Elon Musk. In July, the president installed Transportation Secretary Duffy as acting NASA administrator.

Isaacman and his team then edited the Athena papers down to 62 pages and gave them to Duffy and his chief of staff, Pete Meachum, in August, Ars reports. Sources told Ars these were the only copies distributed, and those sources suggested to Ars that the leak originated in Duffy’s office.

Two sources told Ars that Duffy shared the document with legacy space contractors to gain support for his permanent installation as NASA administrator. Gizmodo has not independently verified this claim. According to CNN‘s reporting, Duffy has said privately that he would like to hold the space chief title permanently and potentially fold NASA into the Department of Transportation.

NASA Press Secretary Bethany Stevens has denied claims that Duffy is seeking a permanent leadership position at the agency, previously telling Gizmodo, “he’s never said he wants to keep the job himself.”

If Duffy is interested in keeping his NASA job, Isaacman is his biggest competition. Despite losing his original nomination, Isaacman has gained support from several lawmakers and recently met with Trump to discuss the possibility of another nomination, a source told CNBC.

A major overhaul

The overarching goal of Issacman’s plan is to operate NASA more like a business, Politico reports. Increasing NASA’s reliance on the commercial space industry is central to this goal.

This would have a particularly significant impact on NASA’s approach to science. Isaacman proposes buying data from commercial companies instead of launching the agency’s own satellites, as well as taking “NASA out of the taxpayer funded climate science business and [leaving] it for academia to determine,” according to Politico.

Isaacman also reportedly recommends canceling the Gateway lunar space station and the Space Launch System (SLS)—both part of the current architecture for NASA’s Artemis program—after two more missions. This is in line with the changes Trump sought in his fiscal year 2026 budget request for NASA.

The document also details extensive reorganization and cost-saving efforts, including an internal investigation into the “relevance and ongoing necessity” of every agency center, Politico reports. It calls for consolidating mission control functions into Johnson Space Center in Texas and a case study into the purpose of the Jet Propulsion Laboratory.

These are just some of the sweeping changes outlined in the Athena document that Isaacman could pursue as NASA administrator. While some sources told Ars and Politico that they agree the agency needs an overhaul, others argue that some of Isaacman’s proposals fundamentally misunderstand the nature of scientific funding and government operations.

It remains to be seen whether the newly realized Athena document will impact Isaacman’s chances. On one hand, the proposals it reportedly outlines would threaten legacy space contractors and have elicited criticism from multiple people with ties to NASA. On the other hand, elements of Isaacman’s plans align with Trump’s budget request, which could strengthen his growing favor with the president.

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#Fight #NASA #Administrator #Dirty

Today’s launch of AST SpaceMobile’s BlueBird 7 satellite aboard Blue Origin’s reusable New Glenn rocket was a partial success. The New Glenn touched down on its landing pad without incident, making it the second launch and landing for the first stage booster, and officially giving Jeff Bezos a reusable launch vehicle. Unfortunately for AST SpaceMobile, the mission was less successful. Its cell-tower-in-space was delivered to a lower orbit than expected by the second stage of the launch vehicle, rendering it functionally useless.

While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited.

Bezos, for his part, posted a video of the landing on X without comment.

#Blue #Origin #successfully #reused #Glenn #rocketBlue Origin,News,Science,Space">Blue Origin successfully reused its New Glenn rocketToday’s launch of AST SpaceMobile’s BlueBird 7 satellite aboard Blue Origin’s reusable New Glenn rocket was a partial success. The New Glenn touched down on its landing pad without incident, making it the second launch and landing for the first stage booster, and officially giving Jeff Bezos a reusable launch vehicle. Unfortunately for AST SpaceMobile, the mission was less successful. Its cell-tower-in-space was delivered to a lower orbit than expected by the second stage of the launch vehicle, rendering it functionally useless.While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited.Bezos, for his part, posted a video of the landing on X without comment.#Blue #Origin #successfully #reused #Glenn #rocketBlue Origin,News,Science,Space

Today’s launch of AST SpaceMobile’s BlueBird 7 satellite aboard Blue Origin’s reusable New Glenn rocket was a partial success. The New Glenn touched down on its landing pad without incident, making it the second launch and landing for the first stage booster, and officially giving Jeff Bezos a reusable launch vehicle. Unfortunately for AST SpaceMobile, the mission was less successful. Its cell-tower-in-space was delivered to a lower orbit than expected by the second stage of the launch vehicle, rendering it functionally useless.

While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited.

Bezos, for his part, posted a video of the landing on X without comment.

#Blue #Origin #successfully #reused #Glenn #rocketBlue Origin,News,Science,Space">Blue Origin successfully reused its New Glenn rocket

Today’s launch of AST SpaceMobile’s BlueBird 7 satellite aboard Blue Origin’s reusable New Glenn rocket was a partial success. The New Glenn touched down on its landing pad without incident, making it the second launch and landing for the first stage booster, and officially giving Jeff Bezos a reusable launch vehicle. Unfortunately for AST SpaceMobile, the mission was less successful. Its cell-tower-in-space was delivered to a lower orbit than expected by the second stage of the launch vehicle, rendering it functionally useless.

While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited.

Bezos, for his part, posted a video of the landing on X without comment.

#Blue #Origin #successfully #reused #Glenn #rocketBlue Origin,News,Science,Space
OpenAI has been all over the news recently, whether that news is about acquisitions, competition with Anthropic, or bigger debates about AI’s impact on society.

On the latest episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and I did our best to round up all the latest OpenAI news. While the company’s latest acquisitions seem to be classic acqui-hires, Sean suggested they also address “two big existential problems that OpenAI is trying to solve right now.”

First, with the team behind personal finance startup Hiro, the company may be hoping to  come up with a product that has “more hooks than just a chatbot, and maybe something worth paying more for.” And with new media startup TBPN, OpenAI could be looking to “better shape its image in the public eye, which lately has not been great.”

Read a preview of our conversation, edited for length and clarity below.

Anthony: [We have] two deals that are worth mentioning, one is that OpenAI acquired this personal finance startup called Hiro. And that comes after another deal that was literally announced when we were recording our last episode of Equity, so we didn’t get to talk about it: OpenAI had also acquired TBPN — a business talk show, like a new media company.

And I think both of these deals are pretty small compared to the scale of OpenAI. These are not things that people expect to really change the course of their business or anything like that, but they’re interesting because it suggests that there’s still this [attitude of,] “Let’s try out different things.”

Especially [with] the TBPN deal […] particularly at this time when it feels like OpenAI, from all the reporting we’re reading, is also trying to really refocus on making ChatGPT and its GPT models really competitive in an enterprise context with programmers.

Techcrunch event

San Francisco, CA | October 13-15, 2026

Is running a tech talk show, should that really be on the to-do list?

Kirsten: No, this should not be on the to-do list. That’s it. 

I do want to mention Hiro because to me, that’s an interesting one, because Julie Bort, our venture editor, super talented, she wrote about this and was I think the first to write about it. She dug in a little bit and basically this looks like an acqui-hire. The company is folding. They basically said, “By this date, you won’t be able to access this anymore.”

This is a personal finance startup. And they only launched two years ago. So this absolutely is about getting talent on board. So I’m very curious to see if OpenAI is going to be just absorbing them into the ether at OpenAI, or if they’re actually interested in some sort of personal finance product that they want to work on. To me, it’s not really clear.

Sean: I think you look at both of these as acqui-hires to a certain extent. I mean, the TBPN acquisition, allegedly they are going to retain their editorial independence on the show that they make every day. And all respect to those guys who’ve put that out there and gotten it off the ground so quickly and grown it into what it has become.

I think any person who follows the media should have a healthy dose of skepticism that when you acquire something like that and you put the people who make the show under the org of the public policy people and comms or marketing adjacent people higher up at the company making the acquisition, that you could have good questions about whether or not saying “editorial independence” is enough. It’s not an incantation that just works.

But you know, what’s interesting to me about these two, while they are similar in their acqui-hire-ness, I think they both represent two major problems that OpenAI is facing.

One is Hiro. OpenAI has a very successful product in ChatGPT. As far as whether or not that will actually ever make them enough money to become a sustainable business that’s not raising the largest private rounds in the world, ever, to keep things going, is a big question. And they also seem to be struggling to keep up on the enterprise side of things where the real money seems to be, so bringing in a team like this seems like taking a shot at, “What else can we do?” 

The guy who founded Hiro seems to have a serial entrepreneur streak of creating consumer apps, and so this seems to me like a bet on them being able to come up with something else that may have more hooks than just a chatbot, and maybe something worth paying more for.

And then TBPN is an acquisition made to help better represent what the company does and better shape its image in the public eye, which lately has not been great and certainly is under more questions now than just a few weeks ago, because Ronan Farrow just led a report at The New Yorker that dropped suspiciously right around the time that this and a couple other announcements from OpenAI came out last week. 

I think those are two big existential problems that OpenAI is trying to solve right now.

Kirsten: So the thing that you didn’t say is, there’s Anthropic kind of looming in — not in the shadows, I mean, they’re very much taking up a lot of space here — but they’re having a lot of success on the enterprise side of things.

It feels like these guys are competitors and they also feel like very different companies in a lot of ways. Anthony, I’m wondering if you see them as direct competition to OpenAI? Or [are they] just finding their stride in enterprise and in a way, these two companies are clearly going to coexist and they’re really not directly competing with each other — maybe on talent, but not necessarily as we initially thought of them?

Anthony: I think they’re directly competing with each other. There’s definitely a scenario where if AI as an industry, as a technology, is as successful as its proponents hope for, they could both be very successful companies, they could just be the one and two. And the success of one does not necessarily mean that the other will just fade into obscurity. 

And again, none of this is official, but there’s just been a lot of reporting around how it seems like OpenAI, more than anyone, is obsessed with and upset about Anthropic’s rise. 

Our reporter Lucas [Ropek], he did a great piece over the weekend about the HumanX conference, where he was talking to everyone there and they’re sort of like, “Yeah, ChatGPT is fine, too,” but like they were all about Claude Code. And I think that is exactly what OpenAI is worried about.

Because again, in theory, there could be many other opportunities for generative AI, but it feels like the big growth area, the area where the most money is and where they could at least see a path to having a sustainable business in the future, is in these enterprise and coding tools.

#OpenAIs #existential #questions #TechCrunchAnthropic,Equity podcast,OpenAI">OpenAI’s existential questions | TechCrunch


OpenAI has been all over the news recently, whether that news is about acquisitions, competition with Anthropic, or bigger debates about AI’s impact on society.

On the latest episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and I did our best to round up all the latest OpenAI news. While the company’s latest acquisitions seem to be classic acqui-hires, Sean suggested they also address “two big existential problems that OpenAI is trying to solve right now.”







First, with the team behind personal finance startup Hiro, the company may be hoping to  come up with a product that has “more hooks than just a chatbot, and maybe something worth paying more for.” And with new media startup TBPN, OpenAI could be looking to “better shape its image in the public eye, which lately has not been great.”

Read a preview of our conversation, edited for length and clarity below.

Anthony: [We have] two deals that are worth mentioning, one is that OpenAI acquired this personal finance startup called Hiro. And that comes after another deal that was literally announced when we were recording our last episode of Equity, so we didn’t get to talk about it: OpenAI had also acquired TBPN — a business talk show, like a new media company.

And I think both of these deals are pretty small compared to the scale of OpenAI. These are not things that people expect to really change the course of their business or anything like that, but they’re interesting because it suggests that there’s still this [attitude of,] “Let’s try out different things.”

Especially [with] the TBPN deal […] particularly at this time when it feels like OpenAI, from all the reporting we’re reading, is also trying to really refocus on making ChatGPT and its GPT models really competitive in an enterprise context with programmers.

	
		
		Techcrunch event
		
			
			
									San Francisco, CA
													|
													October 13-15, 2026
							
			
		
	


Is running a tech talk show, should that really be on the to-do list?

Kirsten: No, this should not be on the to-do list. That’s it. 

I do want to mention Hiro because to me, that’s an interesting one, because Julie Bort, our venture editor, super talented, she wrote about this and was I think the first to write about it. She dug in a little bit and basically this looks like an acqui-hire. The company is folding. They basically said, “By this date, you won’t be able to access this anymore.”







This is a personal finance startup. And they only launched two years ago. So this absolutely is about getting talent on board. So I’m very curious to see if OpenAI is going to be just absorbing them into the ether at OpenAI, or if they’re actually interested in some sort of personal finance product that they want to work on. To me, it’s not really clear.

Sean: I think you look at both of these as acqui-hires to a certain extent. I mean, the TBPN acquisition, allegedly they are going to retain their editorial independence on the show that they make every day. And all respect to those guys who’ve put that out there and gotten it off the ground so quickly and grown it into what it has become.

I think any person who follows the media should have a healthy dose of skepticism that when you acquire something like that and you put the people who make the show under the org of the public policy people and comms or marketing adjacent people higher up at the company making the acquisition, that you could have good questions about whether or not saying “editorial independence” is enough. It’s not an incantation that just works.

But you know, what’s interesting to me about these two, while they are similar in their acqui-hire-ness, I think they both represent two major problems that OpenAI is facing.

One is Hiro. OpenAI has a very successful product in ChatGPT. As far as whether or not that will actually ever make them enough money to become a sustainable business that’s not raising the largest private rounds in the world, ever, to keep things going, is a big question. And they also seem to be struggling to keep up on the enterprise side of things where the real money seems to be, so bringing in a team like this seems like taking a shot at, “What else can we do?” 

The guy who founded Hiro seems to have a serial entrepreneur streak of creating consumer apps, and so this seems to me like a bet on them being able to come up with something else that may have more hooks than just a chatbot, and maybe something worth paying more for.

And then TBPN is an acquisition made to help better represent what the company does and better shape its image in the public eye, which lately has not been great and certainly is under more questions now than just a few weeks ago, because Ronan Farrow just led a report at The New Yorker that dropped suspiciously right around the time that this and a couple other announcements from OpenAI came out last week. 

I think those are two big existential problems that OpenAI is trying to solve right now.







Kirsten: So the thing that you didn’t say is, there’s Anthropic kind of looming in — not in the shadows, I mean, they’re very much taking up a lot of space here — but they’re having a lot of success on the enterprise side of things.

It feels like these guys are competitors and they also feel like very different companies in a lot of ways. Anthony, I’m wondering if you see them as direct competition to OpenAI? Or [are they] just finding their stride in enterprise and in a way, these two companies are clearly going to coexist and they’re really not directly competing with each other — maybe on talent, but not necessarily as we initially thought of them?

Anthony: I think they’re directly competing with each other. There’s definitely a scenario where if AI as an industry, as a technology, is as successful as its proponents hope for, they could both be very successful companies, they could just be the one and two. And the success of one does not necessarily mean that the other will just fade into obscurity. 

And again, none of this is official, but there’s just been a lot of reporting around how it seems like OpenAI, more than anyone, is obsessed with and upset about Anthropic’s rise. 

Our reporter Lucas [Ropek], he did a great piece over the weekend about the HumanX conference, where he was talking to everyone there and they’re sort of like, “Yeah, ChatGPT is fine, too,” but like they were all about Claude Code. And I think that is exactly what OpenAI is worried about.

Because again, in theory, there could be many other opportunities for generative AI, but it feels like the big growth area, the area where the most money is and where they could at least see a path to having a sustainable business in the future, is in these enterprise and coding tools.


#OpenAIs #existential #questions #TechCrunchAnthropic,Equity podcast,OpenAI

acquisitions, competition with Anthropic, or bigger debates about AI’s impact on society.

On the latest episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and I did our best to round up all the latest OpenAI news. While the company’s latest acquisitions seem to be classic acqui-hires, Sean suggested they also address “two big existential problems that OpenAI is trying to solve right now.”

First, with the team behind personal finance startup Hiro, the company may be hoping to  come up with a product that has “more hooks than just a chatbot, and maybe something worth paying more for.” And with new media startup TBPN, OpenAI could be looking to “better shape its image in the public eye, which lately has not been great.”

Read a preview of our conversation, edited for length and clarity below.

Anthony: [We have] two deals that are worth mentioning, one is that OpenAI acquired this personal finance startup called Hiro. And that comes after another deal that was literally announced when we were recording our last episode of Equity, so we didn’t get to talk about it: OpenAI had also acquired TBPN — a business talk show, like a new media company.

And I think both of these deals are pretty small compared to the scale of OpenAI. These are not things that people expect to really change the course of their business or anything like that, but they’re interesting because it suggests that there’s still this [attitude of,] “Let’s try out different things.”

Especially [with] the TBPN deal […] particularly at this time when it feels like OpenAI, from all the reporting we’re reading, is also trying to really refocus on making ChatGPT and its GPT models really competitive in an enterprise context with programmers.

Techcrunch event

San Francisco, CA | October 13-15, 2026

Is running a tech talk show, should that really be on the to-do list?

Kirsten: No, this should not be on the to-do list. That’s it. 

I do want to mention Hiro because to me, that’s an interesting one, because Julie Bort, our venture editor, super talented, she wrote about this and was I think the first to write about it. She dug in a little bit and basically this looks like an acqui-hire. The company is folding. They basically said, “By this date, you won’t be able to access this anymore.”

This is a personal finance startup. And they only launched two years ago. So this absolutely is about getting talent on board. So I’m very curious to see if OpenAI is going to be just absorbing them into the ether at OpenAI, or if they’re actually interested in some sort of personal finance product that they want to work on. To me, it’s not really clear.

Sean: I think you look at both of these as acqui-hires to a certain extent. I mean, the TBPN acquisition, allegedly they are going to retain their editorial independence on the show that they make every day. And all respect to those guys who’ve put that out there and gotten it off the ground so quickly and grown it into what it has become.

I think any person who follows the media should have a healthy dose of skepticism that when you acquire something like that and you put the people who make the show under the org of the public policy people and comms or marketing adjacent people higher up at the company making the acquisition, that you could have good questions about whether or not saying “editorial independence” is enough. It’s not an incantation that just works.

But you know, what’s interesting to me about these two, while they are similar in their acqui-hire-ness, I think they both represent two major problems that OpenAI is facing.

One is Hiro. OpenAI has a very successful product in ChatGPT. As far as whether or not that will actually ever make them enough money to become a sustainable business that’s not raising the largest private rounds in the world, ever, to keep things going, is a big question. And they also seem to be struggling to keep up on the enterprise side of things where the real money seems to be, so bringing in a team like this seems like taking a shot at, “What else can we do?” 

The guy who founded Hiro seems to have a serial entrepreneur streak of creating consumer apps, and so this seems to me like a bet on them being able to come up with something else that may have more hooks than just a chatbot, and maybe something worth paying more for.

And then TBPN is an acquisition made to help better represent what the company does and better shape its image in the public eye, which lately has not been great and certainly is under more questions now than just a few weeks ago, because Ronan Farrow just led a report at The New Yorker that dropped suspiciously right around the time that this and a couple other announcements from OpenAI came out last week. 

I think those are two big existential problems that OpenAI is trying to solve right now.

Kirsten: So the thing that you didn’t say is, there’s Anthropic kind of looming in — not in the shadows, I mean, they’re very much taking up a lot of space here — but they’re having a lot of success on the enterprise side of things.

It feels like these guys are competitors and they also feel like very different companies in a lot of ways. Anthony, I’m wondering if you see them as direct competition to OpenAI? Or [are they] just finding their stride in enterprise and in a way, these two companies are clearly going to coexist and they’re really not directly competing with each other — maybe on talent, but not necessarily as we initially thought of them?

Anthony: I think they’re directly competing with each other. There’s definitely a scenario where if AI as an industry, as a technology, is as successful as its proponents hope for, they could both be very successful companies, they could just be the one and two. And the success of one does not necessarily mean that the other will just fade into obscurity. 

And again, none of this is official, but there’s just been a lot of reporting around how it seems like OpenAI, more than anyone, is obsessed with and upset about Anthropic’s rise. 

Our reporter Lucas [Ropek], he did a great piece over the weekend about the HumanX conference, where he was talking to everyone there and they’re sort of like, “Yeah, ChatGPT is fine, too,” but like they were all about Claude Code. And I think that is exactly what OpenAI is worried about.

Because again, in theory, there could be many other opportunities for generative AI, but it feels like the big growth area, the area where the most money is and where they could at least see a path to having a sustainable business in the future, is in these enterprise and coding tools.

#OpenAIs #existential #questions #TechCrunchAnthropic,Equity podcast,OpenAI">OpenAI’s existential questions | TechCrunch

OpenAI has been all over the news recently, whether that news is about acquisitions, competition with Anthropic, or bigger debates about AI’s impact on society.

On the latest episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and I did our best to round up all the latest OpenAI news. While the company’s latest acquisitions seem to be classic acqui-hires, Sean suggested they also address “two big existential problems that OpenAI is trying to solve right now.”

First, with the team behind personal finance startup Hiro, the company may be hoping to  come up with a product that has “more hooks than just a chatbot, and maybe something worth paying more for.” And with new media startup TBPN, OpenAI could be looking to “better shape its image in the public eye, which lately has not been great.”

Read a preview of our conversation, edited for length and clarity below.

Anthony: [We have] two deals that are worth mentioning, one is that OpenAI acquired this personal finance startup called Hiro. And that comes after another deal that was literally announced when we were recording our last episode of Equity, so we didn’t get to talk about it: OpenAI had also acquired TBPN — a business talk show, like a new media company.

And I think both of these deals are pretty small compared to the scale of OpenAI. These are not things that people expect to really change the course of their business or anything like that, but they’re interesting because it suggests that there’s still this [attitude of,] “Let’s try out different things.”

Especially [with] the TBPN deal […] particularly at this time when it feels like OpenAI, from all the reporting we’re reading, is also trying to really refocus on making ChatGPT and its GPT models really competitive in an enterprise context with programmers.

Techcrunch event

San Francisco, CA | October 13-15, 2026

Is running a tech talk show, should that really be on the to-do list?

Kirsten: No, this should not be on the to-do list. That’s it. 

I do want to mention Hiro because to me, that’s an interesting one, because Julie Bort, our venture editor, super talented, she wrote about this and was I think the first to write about it. She dug in a little bit and basically this looks like an acqui-hire. The company is folding. They basically said, “By this date, you won’t be able to access this anymore.”

This is a personal finance startup. And they only launched two years ago. So this absolutely is about getting talent on board. So I’m very curious to see if OpenAI is going to be just absorbing them into the ether at OpenAI, or if they’re actually interested in some sort of personal finance product that they want to work on. To me, it’s not really clear.

Sean: I think you look at both of these as acqui-hires to a certain extent. I mean, the TBPN acquisition, allegedly they are going to retain their editorial independence on the show that they make every day. And all respect to those guys who’ve put that out there and gotten it off the ground so quickly and grown it into what it has become.

I think any person who follows the media should have a healthy dose of skepticism that when you acquire something like that and you put the people who make the show under the org of the public policy people and comms or marketing adjacent people higher up at the company making the acquisition, that you could have good questions about whether or not saying “editorial independence” is enough. It’s not an incantation that just works.

But you know, what’s interesting to me about these two, while they are similar in their acqui-hire-ness, I think they both represent two major problems that OpenAI is facing.

One is Hiro. OpenAI has a very successful product in ChatGPT. As far as whether or not that will actually ever make them enough money to become a sustainable business that’s not raising the largest private rounds in the world, ever, to keep things going, is a big question. And they also seem to be struggling to keep up on the enterprise side of things where the real money seems to be, so bringing in a team like this seems like taking a shot at, “What else can we do?” 

The guy who founded Hiro seems to have a serial entrepreneur streak of creating consumer apps, and so this seems to me like a bet on them being able to come up with something else that may have more hooks than just a chatbot, and maybe something worth paying more for.

And then TBPN is an acquisition made to help better represent what the company does and better shape its image in the public eye, which lately has not been great and certainly is under more questions now than just a few weeks ago, because Ronan Farrow just led a report at The New Yorker that dropped suspiciously right around the time that this and a couple other announcements from OpenAI came out last week. 

I think those are two big existential problems that OpenAI is trying to solve right now.

Kirsten: So the thing that you didn’t say is, there’s Anthropic kind of looming in — not in the shadows, I mean, they’re very much taking up a lot of space here — but they’re having a lot of success on the enterprise side of things.

It feels like these guys are competitors and they also feel like very different companies in a lot of ways. Anthony, I’m wondering if you see them as direct competition to OpenAI? Or [are they] just finding their stride in enterprise and in a way, these two companies are clearly going to coexist and they’re really not directly competing with each other — maybe on talent, but not necessarily as we initially thought of them?

Anthony: I think they’re directly competing with each other. There’s definitely a scenario where if AI as an industry, as a technology, is as successful as its proponents hope for, they could both be very successful companies, they could just be the one and two. And the success of one does not necessarily mean that the other will just fade into obscurity. 

And again, none of this is official, but there’s just been a lot of reporting around how it seems like OpenAI, more than anyone, is obsessed with and upset about Anthropic’s rise. 

Our reporter Lucas [Ropek], he did a great piece over the weekend about the HumanX conference, where he was talking to everyone there and they’re sort of like, “Yeah, ChatGPT is fine, too,” but like they were all about Claude Code. And I think that is exactly what OpenAI is worried about.

Because again, in theory, there could be many other opportunities for generative AI, but it feels like the big growth area, the area where the most money is and where they could at least see a path to having a sustainable business in the future, is in these enterprise and coding tools.

#OpenAIs #existential #questions #TechCrunchAnthropic,Equity podcast,OpenAI

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