OpenAI is the company that lead the generative AI revolution. But that was 2022, today in 2026 things look very different. From growing competition to top talent leaving to losing 10s of billions of dollars with no way to profitably… they’re in a tight spot. In this episode we explore.
I predict that this bubble has a lot more runway than you want it to have. It will continue to grow for years.
The haven’t even tried handing the bag directly to retail investors. That’s when the endgame starts.
The rule is that the market can generally stay irrational longer than you can stay solvent.
I think I’ve read that OpenAI will go bankrupt around mid-2027 unless they start charging everyone a lot more to use their service.
I expect bailouts from the government, though.
It’s the banking crash all over again!