Musk's "big gamble" on AI supremacy: the $97.4 billion acquisition of OpenAI faced ruthless mockery, while Altman retaliated by "bottom-fishing" Twitter, igniting a social media powder keg.

1. From "Comrades" to "Foes": The "Hard Fork" of AI Ideologies between Musk and Altman

In 2015, Musk and Altman co-founded OpenAI with the goal of creating an open-source, non-profit AI research organization to prevent technological monopolies. However, this "idealistic marriage" collapsed in 2019 due to differences in interests. Musk exited after failing to gain control, while Altman brought in Microsoft capital, transforming OpenAI into a for-profit company.

From the perspective of cryptocurrency analysts: This resembles a "consensus split" in the blockchain world. When a community cannot reach an agreement, a hard fork becomes inevitable. Musk insists on a "decentralized belief," while Altman chooses to embrace "capital power," leading both parties to completely part ways in the AI race. ![Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage1](https://static.aicoinstorge.com/article/20250211/173923848342942.jpg "Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage1")

2. $97.4 Billion "All-In": Musk's Ambition for "Computing Power Dominance" and Legal Underpinnings

In February 2025, Musk, in collaboration with xAI and several capital giants (including Valor Equity, 8VC, etc.), proposed a $97.4 billion acquisition of the controlling stake in OpenAI's non-profit parent company, intending to merge OpenAI with xAI to create an "AI super entity."

Key Motivations Analysis:

- Market Monopoly Anxiety: OpenAI's valuation has soared to $260 billion (with SoftBank leading a $40 billion investment), and the ChatGPT ecosystem has formed a technological moat, making Musk urgently need to "overtake on a curve";
- Legal Leverage Pressure: Musk previously sued OpenAI for "betraying its original intention," accusing it of forming a monopoly through its partnership with Microsoft. This acquisition is seen as a tactic of "exchanging capital for compliance";
- Computing Power Integration Narrative: If the deal goes through, xAI's Grok model will merge with ChatGPT, directly challenging Google's and Meta's AI strategies. ![Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage2](https://static.aicoinstorge.com/article/20250211/173923886336990.jpg "Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage2")

3. Altman's "Mocking Blow": A Twitter-Level "Social Mining"

In response to the exorbitant acquisition offer, Altman casually remarked on Musk's platform X: "No thanks, but we could spend $9.74 billion to buy Twitter." Musk quickly replied "fraud," referring to him as "scam Altman."

Crypto Circle Familiarity:

- Meme-style Counterattack: Altman's response resembled the mockery of Dogecoin players towards short sellers, using "decimal displacement" to tease Musk's obsession with Twitter (the acquisition price in 2023 was $44 billion);
- Traffic Equals Power: This back-and-forth garnered over 1 billion exposures within 24 hours, comparable to a "social token airdrop," with both parties leveraging the situation to solidify their respective "community consensus." ![Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage3](https://static.aicoinstorge.com/article/20250211/173923842194112.jpg "Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage3")

4. Why the Refusal? OpenAI's "Liquidity Mining" and Musk's "Valuation Trap"

Altman's firm refusal is backed by the "capital-technology composite moat" that OpenAI has built:

- Accelerated Profitability Transformation: The restructuring is set to be completed by 2026, with deep ties to giants like Microsoft and SoftBank, and the Stargate plan investing $500 billion in AI infrastructure;
- Valuation Game: OpenAI's current valuation is $260 billion, while Musk's offer only covers the non-profit portion, being criticized as "undervaluing technological assets," akin to trying to buy the entire Ethereum ecosystem at BTC spot prices;
- Control Rights Struggle: If the acquisition is accepted, OpenAI would be subject to Musk's xAI, potentially interrupting its independent commercialization path.

5. Market "Chain Reaction": AI Tokens Surge, Computing Power Competition Intensifies

The event triggered tremors in the secondary market:

- AI Concept Tokens Soar: Tokens like AGIX and FET surged over 30% within 24 hours, with capital betting on "failed acquisition = intensified industry competition";
- Computing Power Arms Race: The futures price of Nvidia's H100 chips jumped 7% in a single day, with miners hoarding supplies re-emerging;
- Regulatory "Smart Contracts": The California Attorney General intervened in the valuation dispute of OpenAI's non-profit assets, potentially triggering a wave of compliance reviews in the AI industry. ![Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage4](https://static.aicoinstorge.com/article/20250211/173923883091084.jpg "Musk's "Gamble" on AI Dominance: $97.4 Billion Acquisition of OpenAI Mocked, Altman Responds by "Bottom-Fishing" Twitter, Igniting a Social Powder Kegaicoinimage4")

6. Future Projections: "PoW" vs "PoS" in the AI World

Possibility One: Musk's "Blitzkrieg" Escalation
- Matching a higher offer (or exceeding $100 billion), uniting with antitrust agencies to pressure the OpenAI board;
- Freezing OpenAI's profitability process through litigation, slowing down its financing pace.

Possibility Two: Altman's "Ecological Counteroffensive"
- Accelerating the Stargate plan, using $500 billion in infrastructure investment to build a "computing power wall";
- Introducing sovereign funds (like Saudi PIF) to hedge against Musk's consortium influence.

Crypto analysts' predictions: Regardless of the outcome, this "divine battle" will elevate the overall valuation of the AI industry, just like Bitcoin ETFs through the previous night's "double explosion of long and short," with the ultimate winner always being the "track Beta."

Conclusion: The War for AI Dominance Has No "Smart Contracts," Only "Computing Power Equals Justice"

When $97.4 billion becomes a footnote in a social media spat, what we see is not just the feud between two billionaires, but the reconstruction of "power agreements" in the AI era: there is no decentralized utopia here, only a "triple mining" of computing power, capital, and discourse power. And what ordinary players can do is perhaps just to hoard the AI tokens in hand, waiting for the next "hash collision."

Disclaimer: The above content does not constitute investment advice.

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