Altman's $2 Billion Conflict List Is a Map of OpenAI's Bottlenecks
May 14, 2026Industry·Noah Ogbi·7 minMay 14
Cross-examination in Oakland this week pried open Sam Altman's personal investment book. Court filings put the figure above $2 billion, spread across companies OpenAI does business with. Read as a single thesis, the portfolio names exactly where the CEO of the most consequential AI company believes the binding constraints on the next decade actually sit.