The Leadership Letter

Real correspondence from the people running real companies — and what it reveals about leadership.

Turn Your Mission Into A Moat

When you can't outspend competitors, out-trust them — moral high ground is a strategic asset, not a slogan.

My view is that the best future will come from a major expansion of OpenAI. Our goal and mission are fundamentally correct, and that will increasingly be a superpower as AGI grows near.

Our fundraising conversations show that Ilya and I are able to convince reputable people that AGI can really happen in the next <=10 years, there's appetite for donations from those people, and there's very large appetite for investments from those people.

Over the next 3 years, we must build 3 things: Custom AI hardware, a massive AI data center, and the best software team, mixing between algorithm development, public demonstrations, and safety. We also have identified a small but finite number of limitations in today's deep learning which are barriers to learning from human levels of experience. And we believe we uniquely are on trajectory to solving safety (at least in broad strokes) in the next three years.

Our biggest tool is the moral high ground. To retain this, we must try our best to remain a non-profit — AI is going to shake up the fabric of society, and our fiduciary duty should be to humanity. We need to communicate a 'better red than dead' outlook — we're trying to build safe AGI, and we're not willing to destroy the world in a down-to-the-wire race to do so. We must also engage with government to provide trusted, unbiased policy advice, and be perceived as a place that provides public good to the research community.

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Court Exhibit
Musk v. Altman (OpenAI)
4:24-cv-04722 (CAND), Doc. 379-79, filed 2026-01-06
January 31, 2018
Public domain
View the primary source →