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Please fucking crash I want to be able to buy basic computing hardware again
Since OpenAI just announced the possibility of bankruptcy, it's definitely coming. It's going to be wild for whichever idiot in charge at MS to go down in history as the man who ruined one of the most powerful and integral companies on earth.
Wait, where? I wanna read and savour it.
idk, it was late last year that Sam said he expected OpenAI revenue to grow steeply, but also that if it doesn't then the company could go bankrupt by 2027 at the latest.
In her new letter to OpenAI, Senator Warren requested additional information regarding OpenAI’s business model, its plans to fulfill its spending commitments, and its appeal to the White House for taxpayer support by February 13, 2026.
There is big shit show going on.
edit: original letter https://www.warren.senate.gov/imo/media/doc/letter_to_openai_from_senator_warren.pdf
lol they havnt even put the ads in yet
They don't have a product with any actual value or use cases. The ads aren't going to reverse that. If it were that simple then they would have been able to make profit with their subscription model.
How would that even work as well? The ads will be in the website, doesn't most stuff run through API calls? If you force everyone to start paying per call, the business model falls apart instantly.
I think we’re quite a long way off before they actually crash and burn, if they ever do. We have no idea how much money the ads will inject and they also receive significant government contracts and will probably get a lot more going forward
If the market can pretend Tesla is worth so much i think it can easily sustain AI for many years
It's already been several years. Tesla had an actual product that people wanted. Yes, they've been doing their best of late to torpedo their market share and brand name but at one point they were doing what they set out to do. Open AI has never done what they said they would do.
Kinda but also not entirely. I know a lot of people who use ChatGPT and other AIs at work and it does basically exactly what they want and just gets better
I’m not a proponent but the naysayer doomers are almost as wrong as the tech evangelists
Is it overvalued? Sure
Is it worthless? Absolutely not
That's cool. I have yet to find a use case for AI. Am I doing it wrong or are they just bad with computers?
Yes, why do you care about the pointless corporate crap you produce . Ai slop is the desired result you are just letting your pride get in the way.
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Note that Tesla was clearly a viable business, I don't see the justification for it being 3 times the value of ford, gm, Toyota, and Honda all put together.
Generally people are not challenging the fundamental possibility of these as viable business, just that they don't make sense at their valuations.
Though I'll agree that open ai particularly should get some skepticism. To the extent that actionable business models might emerge, I don't see openai actually in a position to be a big party of any of it. Microsoft and Anthropic seem to mostly own business revenue, ChatGPT is generally not even providing the models people select when they are able to choose.
Doubt that'll happen for a few mor years unfortunately. I can't imagine most of the hardware made for AI datacenters is compatible with consumer stuff :/
A lot of it hasn't actually been made, though. The AI companies have put in orders for future production. That future capacity can be redirected with a wave of a pen.
I'm ready for all those tech psychos to go down, and take Tesla with them.
"market reaction suggests that more capital isn’t going to be a viable substitute for a business model anymore."
Time to find the next vague thing that investors can pour trillions into without really knowing what it is or does.
Don't forget, though, it does that one thing for that one reason I forgot already as I typed it... But its still good, clearly!
It'll be quantum computing. Since the last hype around it, a lot of progress has been made to the point that quantum computers are actually becoming useful, since error correction is now mostly resolved.
I would be surprised. Quantum computers haven't even been proven to be theoretically useful.
Robotics. It will be a pivot to robotics.
Which will create a labor boom, to operate the robots, a la Tesla
Challenge there being that seems to have proven elusive. It's not too surprising, but trying to use machine learning for robotics is actually really hard.
Driving is much easier, training data with video, audio, and other sensor input complete with how the human manipulated steering and two pedals.
But direct human interaction with the environment is both much more complicated than three controls and is not instrumented. They are trying to build training data from remote operators, but it turns out we aren't very good at controlling these things remotely anywhere close to acting directly. We are terrible teachers and there's a fraction of the actionable data that other more successful models had to work with.
If an AI sees a video of someone doing something, it can make a similar video, but can't model how that might map to what it would see as unrelated motor and hydraulic operation.
and so it does
The real lesson here is that if you are a company that was founded on stupid imaginary bullshit your investors are comfortable with investing in stupid imaginary bullshit and it isn't going to hurt your price.
When you are a legacy tech company whose investors expect you to actually make products that you sell for money, they don't like to hear that blew every penny you had on fucking magic beans.
This would be like Big Oil investing in Enron, no?
OpenAI has made about $1.4 trillion in commitments to procure both the energy and compute it needs to fuel its operations. But its revenue barely crossed $20 billion in 2025.
Investors are increasingly critical of what they describe as “circular” deals involving the industry’s biggest players. On Wednesday evening, The Information reported that OpenAI is seeking a fresh $60 billion in funding from heavyweights like Nvidia and Amazon. However, market reaction suggests that more capital isn’t going to be a viable substitute for a business model anymore. “Maybe Oracle stock got way ahead of fundamentals, and now the market’s saying, ‘All right, show me, I want to see it,’” Eric Diton, president of the Wealth Alliance, told**Yahoo Finance.
Thanks for sharing, really insightful.
In my personal opinion after being also responsible in AI for our company, I do not see how it will be profitable for them.
For example Microsoft Copilot license, costs 30$/month, but a lot of things I can do with it a free Chatbot can do too.
It definitely has it strengths and use cases and I am sure it will not go away. But it is not the way the market it as a full AI, it just generates answers with the highest probability. I cannot see it developing from there to the real AI.
I think this year will be really interesting to watch all the AI companies, especially Oracle as they have to refinance a lot. If one falls it will send them into to a spiral, the big companies will be fine, but I am sure they will cut their funding of OpenAI.
But who knows could be the other way around and OpenAI finds anything new to make them more profitable.
I hate AI...it never was AI. It was useless in all my tests.
The gig was up for me when I tried to get it to play dungeon master in a game of DnD. It would start out great, but eventually it would forget what we were doing and instead of giving me choices it started just telling me the story of me playing dnd and it would stop giving me options. This would happen about 6 minutes into playing, or 3 or 4 "turns", and that's when I realized the incredible memory sync it is if it can't reference instructions given moments ago. A newer model won't fix that.
At the end of the day it's complex predictive text that amounts to a Rorschach test.
A company with a $3.2T market share. The game is made up and the points don't matter.
Wait.
You mean that dedicating the majority of their business to buying things from themselves has not proven to be a sound strategy in the eyes of investors?
I miss consistent weather.
The snow keeps melting
The hurricanes keep getting stronger
Oh no....
Anyway.
Looks like that magic well of social permission is about to dry up.
The AI ouroboros if finally consuming itself.
Sucks to suck
https://economictimes.indiatimes.com/news/international/us/us-stock-market-crashes-today-why-are-dow-sp-500-nasdaq-down-today-tesla-meta-microsoft-in-red/articleshow/127780471.cms This isn't investment advice, I just thought this might be interesting to read! (Additional angle of same story)
So it begins
owing to a slight miss on revenue
Nope, try again.
spending surged 66% to $37.5 billion in the latest quarter ... approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI
Ding ding ding! That's right, OpenAI, the company where being profitable is a physical and mathematical impossibility!
I hope it burns. Altman can kick rocks.
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this post was submitted on 30 Jan 2026
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