This is really interesting. It makes perfect sense that they weren't sitting at 6 board members for 9 months because Sam and the others didn't see the implications, but because they saw them all too well and were gridlocked.
But then it gets interesting inferring things from there. Obviously sama and gdb were on one side (call it team Speed), and Helen Toner on the other (team Safety). I think McCauley is with Toner (some connection I read about which I don't remember now: maybe RAND or something?).
But what about D'Angelo and Ilya? For the gridlock, one would have to be on each side. Naively I'd expect tech CEO to be Speed and Ilya Safety, but what would have precipitated the switch Friday? If D'Angelo wanted to implode the company due to conflict of interest, wouldn't he just have sided with Team Safety earlier?
But maybe Team Speed vs Team Safety isn't the same as Team Fire Sam vs Team Don't. I could see that one as Helen, Tasha, and Adam vs Sam, GDB, and Ilya. And, that also makes sense to me in that Ilya seems the most likely to flip for reasons, which also lines up with his regret and contrition. But then that raises the question of what made him flip? A scary exchange with prototype GPT5, which made him weigh his Safety side more highly than his loyalty to Sam?
My conclusion was that Sam slipped up somewhere and lost Ilya. Which maybe because of the reason you mentioned. Previously it seems like it was a 3 cofounders vs 3 non cofounders board split. Ilya switched teams after being upset by something.
If I may wear my conspiracy hat for a second. Adam D'Angelo is a billionaire or close to it so he has a war chest for a battle to hold on to the crown jewel's of AI. Sam has powerful friends but so does D'Angelo(Facebook mafia). I don't think the board anticipated the 90% potential employee turnover, so there is a small chance they leave the board because of that reason. But my guess is there is a 4 letter company that starts with an 'M' and ends with an 'a' that comes into the picture eventually.
Random fanfiction: it's also possible that it wasn't actually a 3-3 split but more like a 2-2 split with 2 people -- likely Adam and Ilya, though I guess Adam and Tasha is also possible -- trying to play nice and not obviously "take sides." And then eventually Sam thought he won Adam and Ilya's loyalty re: firing Helen but slipped up (maybe Adam was salty about Poe and Ilya was uncomfortable with him "being less than candid" about something Ilya care about. Or maybe they were more principled than Sam thought).
And then to Adam and Ilya, normally something like "you should've warned me about GPTs bro" or "hey remember that compute you promised me? Can I prettyplease have it back?" are stuff that they are willing to talk it out with their good friend Sam. But Sam overplayed his hand: they realized that if Sam was willing to force out Helen under such flimsy pretexts then maybe they're next, GoT style[1]. So they had a change of heart, warned Tasha and Helen, and Helen persuaded them to countercoup.
But then it gets interesting inferring things from there. Obviously sama and gdb were on one side (call it team Speed), and Helen Toner on the other (team Safety). I think McCauley is with Toner (some connection I read about which I don't remember now: maybe RAND or something?).
But what about D'Angelo and Ilya? For the gridlock, one would have to be on each side. Naively I'd expect tech CEO to be Speed and Ilya Safety, but what would have precipitated the switch Friday? If D'Angelo wanted to implode the company due to conflict of interest, wouldn't he just have sided with Team Safety earlier?
But maybe Team Speed vs Team Safety isn't the same as Team Fire Sam vs Team Don't. I could see that one as Helen, Tasha, and Adam vs Sam, GDB, and Ilya. And, that also makes sense to me in that Ilya seems the most likely to flip for reasons, which also lines up with his regret and contrition. But then that raises the question of what made him flip? A scary exchange with prototype GPT5, which made him weigh his Safety side more highly than his loyalty to Sam?