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Eva Roytburg

  • Editorial Fellow and Content Creator, Fortune
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As seen in: Fortune, CNN, MSN, MSN Australia, MSN Canada, MSN Ireland, MSN New Zealand, MSN Singapore, Yahoo Entertainment, E-investidor, Estadão and
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“가치 폭락할 수도…” 퇴사한 전 오픈AI 연구원의 편지

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By Eva Roytburg
| Fortune Korea Verified
지난 29일(현지 시간), 앤드류 호(Andrew Ho)는 8개월간 근무했던 오픈AI를 떠났다. 그는 프론티어 AI 랩에 고성능 강화학습 데이터셋을 판매하는 스타트업을 창업한다고 X(구 트위터)를 통해 발표했다. 이튿날 오전, 여전히 잠들지 못한 호는 남겨둔 동료들을 위해 한 가지 조언을 게시했다. “받을 수 있을 때 돈을 챙겨라. 공개매수(Tender offer) 자격이 된다면 현금화할 것을 강력히 권한다.” 그는 프론티어 AI랩의 기업가치는 과대평가돼 있다고 판단했다. “IPO 이후 기업가치가 2배로 뛸 가능성은 다소 희박해 보이지만, 50% 폭락할 가능성은 충분히 현실적이다.” 그가 잠에서 깨어났을 때, 이 게시물들은 이미 수십만 명의 불안한 눈길을 끌고 있었다. 바로 전날 나스닥 100 지수를 조정장에 빠뜨린 테크주 매도세 한가운데 나온 글이었기 때문이다. 호는 목요일 포춘과의 인터뷰에서 “상당히 놀라웠다”고 회상했다.
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‘I’m just stuck’: Meet the former OpenAI researcher sitting on $700K of equity that he says is overvalued

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By Eva Roytburg
| Yahoo Finance Verified
Andrew Ho left OpenAI after eight months on Wednesday, as the former researcher announced on X that he was starting a company to sell high-end reinforcement learning datasets to frontier AI labs. Around 5 a.m. the next morning, still awake, Ho posted some advice for the colleagues he'd left behind: take the money while you can. The frontier labs, he wrote, are overvalued. "I would strongly recommend taking liquidity if you're eligible for tender offers," Ho wrote.
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Meta stock drops 10% as free cash flow gets crushed—and Zuckerberg hints at launching cloud business with few details

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By Eva Roytburg
| MSN Verified
The AI trade is coming to a realization: America's best businesses are turning into utilities. Such is the fate that befalls Meta , whose shares fell as much as 10% in after-hours trading Wednesday after the company missed earnings owing to costs ballooning 55% (Meta's stock later recovered some ground and was down 7%).
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