저자: JennyHorn/SchwabNetwork진행자 · 외국인
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머스크의 OpenAI 인수 제안(974억 달러)을 알트만이 거절하며 두 사람 갈등이 고조됨. 패널은 이것이 실제 거래로 이어질 가능성은 낮다고 봄. 다만 머스크가 여러 사업에 분산되어 있어 테슬라 주가에 부정적이라는 우려 제기. 과거 2022년 트위터 인수 시 테슬라 주가가 33% 하락한 선례 언급. 백악관 관련 행보는 테슬라 주가에 도움이 된 것으로 평가되나 정책 효과는 불명확.
다듬은 글
let's talk some billionaires in a little drama in the AI World Jenny horn with the latest on Elon Musk versus Sam Alman so I guess this is another rivalry we got to keep track of yeah this is like a bad breakup because as we know they were both co-founders of open AI so they both have had a relationship that's been longstanding and musk has criticized alman's running of the company now turning it for profit from a nonprofit company he's been very openly critical about the ways in which AI is being implemented in the world no surprise that now he's he's grown after Sam almond I mean Sam almond has now rebuffed the 97.4 billion offer that would take control of the AI company for the second time in less than just a day accusing now Elon Musk of making a bid just to gain a competitive Advantage he said he thinks he's probably just trying to slow us down he's obviously a competitor but I wish these were Sam alman's words I wish he would just compete by building a better product but I think there's lots of tactics many many lawsuits and all of crazy stuff as well as this so these two have been I think openly pretty unfriendly to each other in an interview Tuesday Alman did really say to musk that his whole life has been from a position of insecurity and he feels bad for the guy I liked his initial response when he said that he'll then instead of giving them or selling basically open AI he'll go he'll buy Twitter for $974 cents or 74 billion excuse me yeah it would have been even more insulting which would have been more even more ins in should have just taken the billion out and just said $974 but 9.74 billion so this is the latest drama but it doesn't seem like anything will come really to fruition with this we don't really know anything more than just the two of them saying hey deal is not happening what we do know is Elon Musk is distracted and the last time he made any sort of rumors or whisperings to buy Twitter that was April of 2022 we saw shares plummet 33% until the deal closed so that's I think that what you look at is price and we know historically this doesn't do well for Tesla stock Tesla didn't have a good day yesterday even though the market was up NASDAQ was rallying Tesla got hit finished at the lows so the idea that uh that kind of concern is creeping back in that um he's going to be exploring something again that is going to take his attention away from the core business I think that's the concern yeah because right now you think consider everything that he's doing I mean you have the Doge entity you have then SpaceX you have X you have X AI you have Tesla I mean the list just goes on and on the last thing you need is him even like if it's a joke cuz I don't necessarily take everything he says entirely 100% as as well it's not just him though it's like a Consortium so I don't think it's a joke I think they really are presenting an offer here I I do I mean I do too I just tend to think that the things he does I'll wait to see how they play out there's always a sensationalism around it you know seemingly for sure oh yeah no he has like his attorneys like this is this is definitely very real but I don't think that we know really then what this means next for stock because as we know open AI is not a publicly traded company so like tell me what this means for Tesla all I can tell you is from April of 2022 like April 14th we saw shares close around 340 then a October of 28th of the same year trading around 229 the day the deal closed down 33% from pre-bid levels so historically Tesla stock and and the market does not like when Elon Musk is as distracted as he is which I don't know how he's sleeping I don't know how he's timing the day well the argument though could be also that those who argued his government involvement being on the campaign trail and stuff was also negative for the company and it turned out not to be it turned out to be a huge victory for him in the shares too but whether or not that's actually so far though but has there actually been any policy enacted is anything paying off uh for Tesla at this point by way of elon's attachment to the White House that part is unclear but it certainly helped the stock so far 70% risen since the election so um so but uh again like I don't know where the open AI thing would fit into it but uh there's also just I feel like a um you know a drama and entertainment value almost of like uh both of these two have uh going at each other and in the comments section on Twitter and stuff I guess it's probably helping X right like the irony is Sam Alman is communicating with him through X while like insulting the platform it's kind of funny I think that's the irony of like all of these these dedicated sites that Focus so much on just hating Elon Musk and it's like all have you done is make him more and more Infamous I mean it's only benefited him really he doesn't care about like Sam Alman saying he's probably an unhappy guy he's the richest man in the world I mean he's doing fine yeah uh the other thing too is that um it also is like the weirdest corporate structure ever open AI the like nonprofit subsidiary with or rather the for-profit subsidiary within the nonprofit the shared ownership the whole um uh Exodus and then return of Sam mman um the idea that it's like this um non for-profit entity but then he's driving the world's most expensive car around it's like it's just a weird look well I think that you make the greatest Point $ 1.3 million car he was driving historically this has not been a well-run company I mean he was outed by his own board and brought back in I mean we've seen like turbulence within even their own structure EXA I mean just like the honestly just like back in the day Twitter was kind of falling apart then Elon Musk bought it so I'm not saying it's it's better run now but it wasn't well run years ago pot calling kettle black throwing stones and glass houses all that stuff for both these guys cuz I feel like both of them are Visionaries in the sense of like they know where they're get like going but they don't know necessarily how to get there and so you see two people that have big ideas and big plans conflicting with each other that the plan to get there is a little bit unclear they kind of yeah um definitely like a morality element too an ethical thing that elon's arguing with the non for-profit cuz we know that he's pretty worried about what AI could become all right whether or not it matters for the stocks I guess maybe Tesla didn't seem like Microsoft cared so much of those others who have investments in open AI Thanks Jen fun story though for sure to keep track
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