AI burnout, billion-dollar bets, and Silicon Valley’s Epstein problem
What Happened
AI companies have been hemorrhaging talent the past few weeks. Half of xAI’s founding team has left the company — some on their own, others through “restructuring” — while OpenAI is facing its own shakeups, from the disbanding of its mission alignment team to
Our Take
The talent exodus isn't just about being tired. It's about uncertainty — nobody knows if a $200B AGI bet actually works. Shareholders want hockey-stick growth. Employees want stability. That mismatch burns people out. The institutional problems (whatever the "Epstein problem" references) suggest the culture is cracking under pressure. That's a sign the house is leveraged too hard.
What To Do
Be skeptical of AI company stability claims — high burnout + institutional chaos = risk that compounds when the hype cycle pauses.
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