Hard Fork
Hard Fork

Musk vs. OpenAI + Europe’s Tech Crackdown + A Month With the Vision Pro

Just when we thought the feud was cooling off, OpenAI pulled out the receipts.

Featured Speakers

The New York Times HostElon Musk Guest

Topics Discussed

Episode Summary

Executive Summary: The episode covers three tech-law-and-product stories: OpenAI’s legal feud with Elon Musk over whether the company abandoned its nonprofit/open mission and whether GPT-4 is AGI; the EU’s Digital Markets Act, which now forces big platforms to stop self-preferencing and open up iOS and other gatekeeper systems; and a hands-on review of Apple Vision Pro after a month of use, finding it compelling for entertainment and travel but still too heavy, awkward, and expensive for everyday work.

Main Topics: OpenAI vs. Elon Musk lawsuit (Priority: 5/5): The hosts unpack Musk’s claims that OpenAI breached its founding mission, discuss the lack of a clear enforceable contract, and debate Musk’s AGI argument as a legal strategy and public-relations battle. AGI definition as a legal weapon (Priority: 5/5): Musk’s filing argues GPT-4 may already qualify as AGI, which would affect OpenAI’s Microsoft deal and governance. The hosts note the definition is contested and politically useful even if legally weak. OpenAI’s rebuttal and founding emails (Priority: 4/5): OpenAI responds with a blog post and old email exchanges showing Musk knew the company would need billions, might become less open, and was okay with some non-openness, while also revealing disagreements over control and funding. EU Digital Markets Act in force (Priority: 5/5): The DMA now requires major platforms to stop privileging their own services, support alternative app stores and payment systems, and loosen Apple’s iPhone restrictions in Europe. Apple’s compliance via ‘malicious compliance’ (Priority: 4/5): Apple’s response to the DMA includes a new core technology fee that may make third-party app distribution expensive, which the hosts frame as compliance in letter but not spirit. Vision Pro after a month (Priority: 4/5): Joanna Stern and Kevin Roose compare notes on Apple Vision Pro, praising travel, media consumption, and spatial video, but criticizing weight, setup friction, and underwhelming FaceTime personas.

Key Arguments: Musk’s lawsuit may resonate rhetorically because OpenAI has clearly changed from its original mission, but it may fail legally because breach of contract requires an actual enforceable contract. OpenAI’s own emails undercut Musk’s claim: he explicitly said the company had a 0% chance of competing without billions and urged a move toward massive fundraising. The AGI dispute matters because OpenAI’s Microsoft deal is limited to pre-AGI technologies; calling GPT-4 AGI could limit Microsoft’s rights and shift control back to OpenAI’s nonprofit board. The EU’s DMA is significant because it directly targets self-preferencing by dominant platforms and could create more room for competitors, even if enforcement is imperfect. Apple’s new fees and restrictions suggest the company is complying strategically, not enthusiastically, and may be trying to preserve as much revenue as possible while meeting the law’s minimum requirements. Vision Pro is strongest as an immersive media and travel device, but its weight, lack of quick convenience, and awkward social/collaboration features prevent it from becoming an everyday tool yet. Even when regulations or lawsuits don’t immediately ‘win,’ they can reveal how powerful companies operate and create templates that other regulators may copy.

Data Points: OpenAI valuation: $86 billion - Mentioned as the current value of OpenAI’s for-profit subsidiary during the Musk dispute. Microsoft deal scope: Pre-AGI technologies only - OpenAI’s Microsoft agreement applies only until AGI is reached. DMA fine cap: 20% of global turnover/revenue - The EU can fine severe DMA violators up to one-fifth of worldwide revenue. Apple app fee: About 50 euro cents per install - Apple’s new core technology fee for apps exceeding one million annual downloads in Europe. Vision Pro price: Almost $4,000 - Kevin references the cost as a reason he is unwilling to keep trying it if it will sit unused. Flight duration: 3 hours - Joanna Stern describes using Vision Pro through a three-hour United flight. OpenAI fundraising quote: 'billions per year immediately' - From Elon Musk’s 2018 email urging OpenAI to raise far more money. Musk probability assessment: 0% - Musk’s 2018 email said OpenAI had a 0% chance of competing with DeepMind/Google without major changes.

Pivotal Quotes: "my probability assessment of open AI being relevant to DeepMind slash Google without a dramatic change in execution and resources is 0%, not 1%" — Elon Musk: Email cited by OpenAI to show Musk knew the company needed a major strategic and fundraising shift. "Go off." — OpenAI blog post: OpenAI’s dismissive response to Musk’s lawsuit, framing him as a jealous former founder rather than a wronged party. "we are going to make it very expensive for you to do that" — Casey Newton: Description of Apple’s response to the EU’s DMA, arguing the company is using fees to blunt the law’s impact.

Implications: The episode suggests lawsuits and regulation may not settle these disputes quickly, but they expose company behavior, sharpen public understanding, and could inspire broader global tech rules and more scrutiny of AI and platform power.

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About Hard Fork

“Hard Fork” is a show about the future that’s already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech. Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. Also, for more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

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