Comment by seanmcdirmid
18 hours ago
He could be selling NVIDIA to buy OpenAI like SoftBank just did. It might not be a bubble exist but a re-positioning.
18 hours ago
He could be selling NVIDIA to buy OpenAI like SoftBank just did. It might not be a bubble exist but a re-positioning.
It's in Thiel's nature to make moves counter to Altman's. Certainly, he does not share Masa's (or PG's) weakness for the genii of the day. (Secretly despises, actually?) They are kinda nontechnical in the same way (chess or SaaS are equally relevant to the future), but what Thiel has passion for are flexible moral abstractions, not politics (the whys rather than the whats of winning)
> It's in Thiel's nature to distance himself from Altman
This is way off base. Altman is basically a mentee of his, like Zuckerberg. They go way back, and they've both publicly praised each other quite recently. They're very close friends.
I've already edited to say "make moves counter to Altman's". You are right, but Thiel thinks about progress in a fundamentally different, I'd argue opposite, way from Zuck or Altman. More aligned with Elon or Karp. Or even some of the Chinese.
To be concrete, he'd never consciously engage in the kind of circular financing or rentseeking that Altman/Zuck would be open to.
(also he has enough social aptitude not to take Altman on in public.)
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