In January 2018, Elon Musk told Sam Altman that OpenAI was on a path of certain failure against Google—then quit the company when his proposed fix was rejected. Seven years later, Altman declared a company-wide “code red” over Google Gemini’s resurgence and Anthropic’s enterprise dominance. Musk’s structural diagnosis turned out to be largely correct. The problem he identified remains unsolved, just considerably bigger.
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