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.
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I want the bubble to pop so RAM and GPUs become available again.
Watch carefully for PC hardware prices to come back down to more than they cost before, for no particular reason
I just looked up a 2TB M.2 SSD I bought in November of 2024 for $179.99.
It’s $419.99 now… Only 1 left when I checked.
Luckily I don’t need it. However, I’m wondering when I’ll run out of storage on my media server.
I’ve cratered three disks in the last month and also needed 2x32g ram.
I may be selling a kidney. Hit me up later.
There’s only one left! Go for it before its gone!
Don’t forget hard drives.
How can I remember when I can’t afford memory?!
Write it on the back of a polaroid
“TEDDY … DONT BELIEVE HIS LIES”
Praying for the day all of this shit goes the way of NFTs
I wonder what the next insufferable techbro mad scheme will be.
Cover your ears: that particular bubble is going to make one hell of a pop.
FIRE IN THE HOLE
Suddenly ?
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!
Strategy: Keep talking and no bubbles pop
GREAT
hundreds of billions of dollars*
