My opinion and 50 cents won’t even buy a coke. But, here it is anyway. There’s no real breakthrough. Sam is a hustler (like SBF, Musk and many others) who’s good at raising $ by speaking VC, being amoral (or worse) and creating drama. The whole board fiasco was a way to distract from the 2 elephants charging down the street at LLMs and other generative AI. 1. It doesn’t work that well in the real world (hallucinations are in its nature) and is getting worse (with more compute, more data, greater distance from primary sources) 2. You can’t steal content from Disney (and authors, artists, musicians, reporters, likenesses, etc) and get away with it for long.