Will the AI Consumer Dominate the Universe? The Beginning of Sam Altman VS Elon Musk's Competition

1. Founding and Separation of OpenAI (2015-2018)

– 2015: Sam Altman and Elon Musk jointly founded 'OpenAI'

Goal: To use AI technology for the benefit of humanity

– 2018: Elon Musk resigns from OpenAI

Reason: Opposition to OpenAI becoming increasingly profit-oriented
Judged that it deviated from the initial goal of "AI for humanity"

2. Sam Altman's Dismissal and Return (2023)

– November 2023: Sam Altman dismissed by the OpenAI board of directors

Official reason for dismissal: "Consistently dishonest behavior"
Actual reason: Internal backlash related to OpenAI's commercialization

– End of November 2023: Sam Altman returns

Backlash from employees and investors
Many OpenAI employees take the position that "the company cannot be maintained without Sam"

3. Stargate Project and Elon Musk's Opposition (2025)

– January 2025: Sam Altman proposes the 'Stargate Project' to the US government

Ultra-large power grid construction project
Goal: To expand infrastructure for AI development

– February 2025: Elon Musk expresses intention to acquire OpenAI

"Cannot trust Sam Altman"
Claiming to directly acquire OpenAI for the future of AI

4. Leverage and Power Strategies

– Leverage: Strategy to achieve maximum success with minimal investment

'Trust' and 'moral authority' are more important than money
Leadership in the AI market is determined by who gains more trust

– Goodness and Sacrifice Create Leverage

DeepSeek's Yang Won emphasized that "moral authority" is China's AI competitiveness
Sam Altman and Elon Musk also appeal that their choices are 'for humanity'

– Elon Musk's Sacrifice Strategy

Disclosed Tesla's electric vehicle technology
Supporting Trump and political actions
Criticizing the US government by utilizing Super Bowl advertisements
Ultimately attempting to build trust that "it is right for me to take over AI"

5. Economic Value of AI

– Since the 2008 financial crisis, the market capitalization of big tech companies has reached $17 trillion due to the mobile revolution

– The AI and robot era has the potential to create economic value of at least $30 trillion or more

Enormous added value surpassing national GDP
Who will take over this AI economy?

6. Conclusion of the AI Era Hegemony Competition

– Sam Altman: Promoting the Stargate Project to expand AI infrastructure

– Elon Musk: Attempting to acquire OpenAI under the pretext of 'dominating the future of AI'

– The stakes are a huge AI economy worth $30 trillion

– The most important thing is who gains more 'trust' from more people

< Summary >
The AI competition between Sam Altman and Elon Musk is not just a competition between companies, but a fight that determines the future technological hegemony of humanity. The economic value that AI will create is at least $30 trillion, and both figures are using different strategies to take it. Altman is expanding AI infrastructure, while Musk is emphasizing his legitimacy to dominate AI. In the end, the entity that will most effectively utilize AI will be the one who gains 'trust'.

[More…]
👉 Who will be the winner of the AI revolution?
🔗 https://nextgeninsight.net/?s=AI

👉 Will Elon Musk acquire OpenAI?
🔗 https://nextgeninsight.net/?s=%EB%A8%B8%EC%8A%A4%ED%81%AC

*YouTube Source: [이효석아카데미]

– [그냥효] AI의 황제가 되기 위해 불 붙은 세 사람! 일론 머스크, 샘 알트만, 량원평

Tesla Stock Price Decline, Owner Risk, and Future Outlook

1. Major Causes of Tesla's Stock Price Decline

1) Trump's Tariff Policies and Tesla

Trump announced policies to increase tariffs while adjusting trade agreements with Mexico, Canada, etc.
Tesla is highly dependent on regions outside the U.S., especially the Canadian, European, and Chinese markets, and tariff increases may reduce its competitiveness.
A Tesla boycott movement has even emerged in Canada.

2) Owner Risk: Elon Musk's Political Involvement

Musk is focusing on government budget reform while working as a special public servant for the U.S. government.
Musk is taking steps to investigate and improve inefficiencies in government agencies, leading government budget reduction policies through data AI analysis.
He is showing a politically close relationship with Trump, creating antagonism with Democratic supporters.
Sales of Tesla cars are decreasing as some customers feel animosity.

3) Concerns About Slowing Performance

Tesla recently recorded poor growth rates in its earnings announcements (4-5% growth, the lowest among Big Tech).
Car sales are also declining, with sales decreasing year-on-year in Europe and China.
Although new models such as the Model Y are about to be released, short-term demand declines are likely to continue.

4) Market Volatility and the Electric Vehicle Industry's Downturn

The overall electric vehicle industry is not doing well (Rivian, Lucid, Nikola, etc., are also falling along with Tesla).
The possibility of reduced government subsidies for electric vehicle charging infrastructure is acting as a negative factor.

2. Potential for Tesla's Rebound and Positive Factors

1) New Car Launches and Robotaxi Plans

New Model Y and low-cost model are waiting to be released → Expect new car effect in the second half of the year.
Robotaxi launch scheduled for June, expanding full self-driving services.
Potential for performance rebound in the second half of the year with the introduction of new models.

2) Musk's Potential AI and Data Monopoly

Securing big data through AI learning of U.S. government data.
This could have a positive impact on Tesla's autonomous driving and AI platform business in the long term.
There is also speculation about cooperation with Palantir, with prospects for expanding data-based AI business.

3) Tesla's Long-Term Stock Price Pattern

Tesla has historically rebounded strongly in the second half of the year after poor performance at the beginning of the year.
There was a case in 2023 where it plummeted at the beginning of the year and then soared at the end of the year.
Analysts say that there is a high probability of rising in the second half of this year after adjusting in the first half.

3. Points and Strategies for Investors to Consider

1) Tesla is a Very Volatile Stock

Adjustments of 50-70% have occurred regularly over the past few years.
Although it has maintained an upward trend in the long term, it can be psychologically burdensome for investors who have difficulty enduring short-term declines.

2) Focus on the Second Half of the Year Rather Than the First Half

According to past data and Cathie Wood's forecast, Tesla's stock price is likely to rebound strongly in the second half of the year.
Investment strategies need to consider events such as the June Robotaxi and low-cost model launches.

3) Investment Strategy: Divide and Conquer or Wait

It is currently down 26%, but there is a possibility of further declines compared to previous cases.
Since there is a high risk in the short term, long-term investors should consider a divide and conquer strategy.
Investors who have difficulty enduring volatility should consider investing in other Big Tech or AI-related stocks in parallel.

< Summary >

Tesla has recently fallen more than 26%, recording the worst performance among Big Tech.
Causes: Trump's trade policies, Musk's political involvement, slowing performance, and the deteriorating electric vehicle industry.
Volatility is likely to be high in the short term.
Positive events such as the launch of new cars and the introduction of robotaxis are scheduled for the second half of the year.
Past examples show that there is a high probability of rebounding in the second half of the year after falling in the first half, so long-term investors should consider a divide and conquer strategy.
Musk's AI and data monopoly may maintain long-term growth momentum.