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Sam Altman at Italian Tech Week 2024
Sam Altman at Italian Tech Week 2024 (Stefano Guidi/Getty Images)

OpenAI’s leadership is in upheaval, but overall turnover looks shockingly low

We cross-checked the open letter most OpenAI employees signed against their publicly available employment data to see who stayed, who left, and where they work now.

10/1/24 11:57AM

OpenAI, the startup that has become synonymous with artificial intelligence itself, has seen a string of high-profile exits recently. 

Mira Murati, previously OpenAI’s chief technology officer, announced her departure last Wednesday. A few hours later, Bob McGrew, OpenAI’s chief research officer, and Barret Zoph, a vice president who ran a research team, both announced their resignations, too. They follow the departure of co-founders Ilya Sutskever and Andrej Karpathy, researcher Jan Leike and half of the entire AI safety research team, as well as an “extended leave of absence” for co-founder and president Greg Brockman. Only three of the 11 cofounders — Sam Altman, Wojciech Zaremba and technically Brockman — are still at the company.

Even though that seems like a serious shakeup since the board fired, and then brought back, Altman, the vast majority of OpenAI employees have stayed, according to a data analysis. During the Altman ouster saga last year, employees of OpenAI en masse signed an open letter in support of Altman — which gives us a snapshot of nearly every employee at the company at that time. We took all 702 names on the latest published version of the list we could find and asked Live Data Technologies to analyze how many OpenAI employees who signed the open letter have changed employers based on publicly available employment data sources, including LinkedIn, since November. 

The number is surprisingly low: despite the high-profile exits, only 41 out of the 702 people — or about 6% — who signed the open letter to the board have left the company as of September 2024, according to the Live Data analysis. Of course, publicly available data is imperfect — employees may not have up-to-date info on their social pages or may not have announced their departure, or there might not be publicly available data on certain employees at all. Still, when the data spans hundreds of employees, you can paint a pretty decent picture. 

A lot has changed at OpenAI since the Altman saga. Many of the company’s most important workers have left. And the roughly 770-employee non-profit has expanded drastically, becoming a 1,700-employee for-profit company. But its base of workers who were there when the Altman drama played out seems to have remained. 

Here are some notable moves at OpenAI since November, according to various press reports and employee posts. Many of the researchers and executives below did not sign the open letter.

  • Andrej Karpathy, co-founder and research scientist at OpenAI, left in February.

  • William Sauders, a member of the Superalignment team, which focuses on AI safety, left in February. 

  • Cullen O’Keefe, a policy researcher, left in April.

  • Daniel Kokotajlo, a researcher on OpenAI’s governance division, left in April. He said that he quit OpenAI because “due to losing confidence that it would behave responsibly around the time of AGI”.

  • Kokotajlo told Fortune that nearly half of the 30 or so OpenAI staff who worked on long-term AI safety has left the company, including Jan Hendrik Kirchner, Collin Burns, Jeffrey Wu, Jonathan Uesato, Steven Bills, Yuri Burda, Todor Markov and cofounder John Schulman. (Schulman and Bills both joined rival Anthropic, and both signed the open letter in November.)

  • Jan Leike, head of alignment, resigned in May and joined Anthropic. 

  • Ilya Sutskever, co-founder and chief scientist, left OpenAI to work on his own company Safe Superintelligence, in May. He was one of the board members who voted to fire Altman. 

  • Brockman said that he would take an extended leave of absence until the end of the year.

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OpenAI and Microsoft reach agreement that moves OpenAI closer to for-profit status

In a joint statement, OpenAI and Microsoft announced a “non-binding memorandum of understanding” for their renegotiated $13 billion partnership, which was a source of recent tension between the two companies.

Settling the agreement is a requirement to clear the way for OpenAI to convert to a for-profit public benefit corporation, which it must do before a year-end deadline to secure a $20 billion investment from SoftBank.

OpenAI also announced that the controlling nonprofit arm would hold an equity stake in the PBC valued at $100 billion, which would make it “one of the most well-resourced philanthropic organizations in the world.”

The statement read:

“This recapitalization would also enable us to raise the capital required to accomplish our mission — and ensure that as OpenAI’s PBC grows, so will the nonprofit’s resources, allowing us to bring it to historic levels of community impact.”

Settling the agreement is a requirement to clear the way for OpenAI to convert to a for-profit public benefit corporation, which it must do before a year-end deadline to secure a $20 billion investment from SoftBank.

OpenAI also announced that the controlling nonprofit arm would hold an equity stake in the PBC valued at $100 billion, which would make it “one of the most well-resourced philanthropic organizations in the world.”

The statement read:

“This recapitalization would also enable us to raise the capital required to accomplish our mission — and ensure that as OpenAI’s PBC grows, so will the nonprofit’s resources, allowing us to bring it to historic levels of community impact.”

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Rani Molla
9/11/25

BofA doesn’t expect Tesla’s ride-share service to have an impact on Uber or Lyft this year

Analysts at Bank of America Global Research compared Tesla’s new Bay Area ride-sharing service with its rivals and found that, for now, its not much competition for Uber and Lyft. “Tesla scale in SF is still small, and we dont expect impact on Uber/Lyft financial performance in 25,” they wrote.

Tesla is operating an unknown number of cars with drivers using supervised full self-driving in the Bay Area, and roughly 30 autonomous robotaxis in Austin. The company has allowed the public to download its Robotaxi app and join a waitlist, but it hasn’t said how many people have been let in off that waitlist.

While the analysts found that Tesla ride-shares are cheaper than traditional ride-share services like Uber and Lyft, the wait times are a lot longer (nine-minute wait times on average, when cars were available at all) and the process has more friction. They also said the “nature of [a] Tesla FSD ‘driver’ is slightly more aggressive than a Waymo,” the Google-owned company that’s currently operating 800 vehicles in the Bay Area.

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Jon Keegan
9/10/25

Oracle’s massive sales backlog is thanks to a $300 billion deal with OpenAI, WSJ reports

OpenAI has signed a massive deal to purchase $300 billion worth of cloud computing capacity from Oracle, according to a report from The Wall Street Journal.

The report notes that the five-year deal would be one of the largest cloud computing contracts ever signed, requiring 4.5 gigawatts of capacity.

The news is prompting shares to pare some of their massive gains, presumably because of concerns about counterparty and concentration risk.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

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