Apr. 29 at 5:16 AM
$ORBS $OPENAI — Looks like we’re in for another couple of weeks of OpenAI-driven headlines. Despite the noise, I still see OpenAI coming out on top. This is a jury trial—advisory, not procedural—and while perceived odds have tightened slightly as it approaches, nothing fundamental has actually changed in the case itself.
What has changed is the narrative. Musk is leaning into his media influence, generating headlines that could create short-term negative sentiment around OpenAI. It feels more like reputational pressure than legal strength. Meanwhile, Sam Altman and OpenAI remain focused on execution, innovation, and long-term value. In the end, substance should outweigh noise—and that still favors OpenAI.