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@amitisinvesting Very Odd.

@amitisinvesting Smell the truffle Amit? Should short it lol?

@amitisinvesting Yes. Wondering where did they go

@amitisinvesting x.com/amitisinvesting/status/2… x.com/harrisonrules/status/209…

@amitisinvesting lol we all know there's a bubble & unethical practices

@amitisinvesting 5 in a month reads like a growth rate to me. Hypergrowth swaps leadership faster than anyone admits.

@amitisinvesting Strange, cleaning out the closet

@amitisinvesting And what’s even more interesting is the fact that the Wall Street Journal is visiting you tomorrow for the market open! 👀 In my view, there are substantive connections here... It forms a pattern! Something fishy is going on...🤔🤷🏻‍♂️🍿

@amitisinvesting At this rate, there will be more leaving lol

@amitisinvesting Weird indeed. I have a feeling OpenAI breaking down will be start of the next bear market. Lets see how it plays out.

@amitisinvesting They probably didn’t have a choice

@amitisinvesting Maybe they got tired of listening to Sam Altman’s voice every day.

@amitisinvesting Thanks for another thoughtful post. Your stock analysis is clear, useful, and easy to digest. You and @corp_nick14 are the two market accounts I check most.

@amitisinvesting Losing the Head of Data Center right now—amidst unprecedented infrastructure buildouts and massive compute commitments—is the most telling part. It’s one thing to lose revenue execs, but operational execution on infra is where the rubber meets the road before an IPO

@amitisinvesting Not a big deal at all. People burnout. It’s an intense culture.

@amitisinvesting Not weird at all. No one wants to be sociopath-adjacent.

@amitisinvesting When OpenAI disappoints and can't fulfill its compute agreements, the entire AI trade crashes with every semi and memory stock projected earnings revised down. It's only a matter of time. The waves are receding and the reef is exposed.

@amitisinvesting x.com/officialilbig/status/209… x.com/officialilbig/status/209…

@amitisinvesting Perhaps they sold off their stock privately and said enough is enough

@amitisinvesting Nah OpenAI is down the drain buddy Anthropic all the way

@amitisinvesting kris patel bout to go nuts

@amitisinvesting No one wants to work with Scam Altman x.com/JeebsTX/status/209233408…

@amitisinvesting The amount of churn among the senior staff of any company is concerning. I guess we shall wait and see.

@amitisinvesting Rats leaving a shrinking ship is not a good sign.

@amitisinvesting Sam Altmann is an idiot. Smart people don't want to work for/with him...

@amitisinvesting Open revolt from OpenAI to open models? Lots of openings…

@amitisinvesting OpenAI is going under. We all know it

@amitisinvesting Where there’s smoke, there’s fire..

@amitisinvesting I remember in 2019, lots of high rank people left Tesla and people cried short the company and then Tesla 10 x

@amitisinvesting x.com/officialilbig/status/209… x.com/officialilbig/status/209…

@amitisinvesting Leaving months before the IPO is irrelevant if he’s vested…?

@amitisinvesting You do leave if you've vested and cashed out during the many many liquidation events. Every time news of OpenAI executive departures comes out, you can see that there was an liquidation event in the prior two to three months.

@amitisinvesting You do if you do not want to be associated with a shit storm if one is coming that is.

@amitisinvesting no one trusts Sam Altman... the guy's a liar.

@amitisinvesting One person leaving can happen, but several senior people leaving around the same time is harder to ignore. It could also be nothing, but the timing is interesting.

@amitisinvesting scam Altman keeps scamming anyone with talent out

@amitisinvesting People trying to avoid going to fed prison.

@amitisinvesting I think this is not a good sign for open AI

@amitisinvesting You don't need real people when you can have AI agents run the show!

@amitisinvesting Walking away from OpenAI right before the IPO is wild. 🤯 Nobody forfeits pre-IPO equity at a $100B+ valuation unless they deeply disagree with where Sam Altman is driving the bus. Is this healthy pre-market corporate restructuring, or a massive red flag? 👇

@amitisinvesting Ive heard a lot of top A.I people are dropping everything out of fear and going to paint, read and write etc while they can 😬

@amitisinvesting which is why the more likely scenario is that they are changing all the exec leadership now ahead of IPO and need folks who can handle next set of challenges

@amitisinvesting Definitely a lot in a short period of time.

@amitisinvesting If I worked there, I wouldn't like how they are going to place ads in ChatGPT. There are other ways to generate income. ads.openai.com/

Some possible explanations... - IPO preparation and a broader management reshuffle - A change from building infrastructure directly to relying more on partners - Disagreement over massive capital spending or data-center strategy - Normal executive liquidity after a huge increase in the company’s value what's concerning about this is the cluster of departures

@amitisinvesting Weird to leave before ipo

@amitisinvesting 👀

@amitisinvesting Not weird, the simplist answer is they have better opportunities elsewhere

@amitisinvesting Collapsing...

@amitisinvesting @sama is One man Army, he doesn’t need anyone