OpenAI可能欠马斯克什么 xAI 大举招聘

环球市场播报03-17

标题：埃隆・马斯克（左）与萨姆・奥尔特曼。　　作者：Rocket Drew 　　审理埃隆・马斯克起诉 OpenAI 案的法官伊冯・冈萨雷斯・罗杰斯，在 Epic Games 诉苹果等其他科技大案中早已展现出风格：在法庭上从不畏惧驳斥各方论点或证人证词。　　这一点在上周五的庭审中体现得十分明显。当天听证会围绕一个核心问题：马斯克律师聘请的经济学家能否提交其损失计算报告作为证据。　　这位...

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诉苹果等其他科技大案中早已展现出风格：在法庭上从不畏惧驳斥各方论点或证人证词。\n　　这一点在上周五的庭审中体现得十分明显。当天听证会围绕一个核心问题：马斯克律师聘请的经济学家能否提交其损失计算报告作为证据。\n　　这位...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-17/doc-inhrhxzn2049395.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLW","symbol_name":"TSLA周配息ETF-Roundhill","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-17/doc-inhrhxzn2049395.shtml","article_id":"2620586423","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620586423","pubTimestamp":1773741600,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"埃隆马斯克（左）与萨姆奥尔特曼。　　审理埃隆马斯克起诉 OpenAI 案的法官伊冯冈萨雷斯罗杰斯，在 Epic Games 诉苹果等其他科技大案中早已展现出风格：在法庭上从不畏惧驳斥各方论点或证人证词。　　这位经济学家 C． 保罗瓦赞算出：OpenAI 欠马斯克最高可达 1090 亿美元。马斯克同时对 OpenAI 提起反垄断诉讼，已被推迟至后续审理。　　SpaceX 今年晚些时候申请 IPO 时，xAI 的财务状况很可能必须公开；且 xAI 的企业业务规模远小于 OpenAI、Anthropic 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Drew\n　　审理埃隆・马斯克起诉 OpenAI 案的法官伊冯・冈萨雷斯・罗杰斯，在 Epic Games 诉苹果等其他科技大案中早已展现出风格：在法庭上从不畏惧驳斥各方论点或证人证词。\n　　这一点在上周五的庭审中体现得十分明显。当天听证会围绕一个核心问题：马斯克律师聘请的经济学家能否提交其损失计算报告作为证据。\n　　这位经济学家 C． 保罗・瓦赞算出：OpenAI 欠马斯克最高可达 1090 亿美元。计算依据是：马斯克早年在 OpenAI 还是非营利机构时的捐赠，按 OpenAI 去年 5000 亿美元估值折算而来。\n　　罗杰斯法官对此深表怀疑，且毫不掩饰。\n　　“陪审团会明白，他这些数字纯属凭空捏造。” 她如此评价瓦赞。\n　　“我觉得有说服力吗？并不。”她称这份报告说服力很弱。当马斯克律师提到瓦赞估算马斯克对 OpenAI 成功的贡献占比 50%~75% 时，罗杰斯直接插话：“或者 2%。”\n　　尽管如此，罗杰斯表示仍会允许陪审团听取瓦赞的证词，理由是他的计算方式基本符合硅谷初创公司的估值逻辑。\n　　“在硅谷，事情有一套特定做法。你知道，初创公司融资和选股票放进共同基金完全不是一回事，是截然不同的模式。” 她说，“而硅谷的行事方式与他的观点是相符的。”\n　　罗杰斯的态度至关重要，因为她表示：陪审团就判给马斯克的收益所做的裁决可能只是 “咨询性” 的 —— 也就是说，最终判决由她本人拍板。\n　　此案定于4 月 27 日开庭审理。鉴于潜在证人名单星光熠熠（包括马斯克本人），庭审很可能上演激烈交锋。上周五的听证会已让在场人士提前感受到火药味。\n　　至少 OpenAI 现在清楚自己面对的是什么局面。\n　　微软也就反对瓦赞报告向法官提出异议，但未获裁决 —— 按同样算法，瓦赞估算微软最高需赔偿 250 亿美元。在法官出具书面裁决前，这笔巨额风险仍悬在微软头上。\n　　另一个关键问题仍未解决：\n　　如果马斯克胜诉，应由 OpenAI 旗下哪一家实体付钱？OpenAI 作为慈善机构起家留下的非营利基金会，目前持有公司约三分之一股权。\n　　OpenAI 律师在法庭文件中称，瓦赞是在向非营利主体索赔，这可能直接耗尽基金会的大部分资产 —— 这一反转颇为意外，因为马斯克对外一直以非营利模式捍卫者自居。\n　　但马斯克的一名律师向我表示，应承担赔偿责任的是营利主体，OpenAI 无权选择由哪家实体付钱。\n　　庭审将分两阶段进行。马斯克同时对 OpenAI 提起反垄断诉讼，已被推迟至后续审理。\n　　但罗杰斯法官直言：“坦白说，我不确定第二阶段能走多远。这个行业竞争已经非常充分，所谓反垄断主张很牵强。”\n　　xAI 新招兵买马\n　　与此同时，如果你搞不清马斯克旗下 xAI 现在到底谁掌权，完全可以理解！\n　　上周及刚过去的周末，xAI两名联合创始人离职，同时从 Cursor、Thinking Machines Lab 等竞争对手那里挖来多名新成员。正如马斯克周四在 X 上发帖所言：“xAI 一开始架构就没建对，现在正从根基彻底重建。”\n　　从这批新招人员能明显看出一点：\n　　马斯克迫切希望 xAI 的代码工具追上 Anthropic 等对手。\n　　近期最重磅的两位加盟者分别是：\n\n安德鲁・米利奇（Andrew Milich）\n杰森・金斯伯格（Jason Ginsberg）\n\n二人此前分别是工程与 Cursor 产品负责人。\n\n　　周末期间，至少两家小型初创公司的创始人 —— 阿曼・戈图穆卡拉与威廉・曾，也在 X 上宣布加入 xAI，负责代码相关工作。\n　　在上周一场会议上，马斯克公开承认 xAI“目前代码能力落后”，但承诺今年年中前追上并超越对手 。\n　　xAI 另一位重磅新援是德文德拉・查普洛特（Devendra Chaplot），他是米拉・穆拉蒂旗下 Thinking Machines Lab 的创始工程师，将负责 AI 模型训练，大概率参与已多次延期的Grok 5 模型。\n　　据 The Information 报道，查普洛特、米利奇、金斯伯格都将直接向马斯克汇报。\n　　公开宣称一家公司 “架构没建对”，并大规模更换核心团队，对任何 AI 实验室来说都是重大事件，更不用说对一家估值高达 2500 亿美元的公司 ——xAI 上月与 SpaceX 合并时估值正是这个数字。\n　　而 xAI 的处境更为紧迫：\n　　SpaceX 今年晚些时候申请 IPO 时，xAI 的财务状况很可能必须公开；且 xAI 的企业业务规模远小于 OpenAI、Anthropic 和谷歌。这一切意味着，新团队只有数月时间，而非数年，去完成马斯克 “从根基重建公司” 的目标。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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