What Happens If OpenAI Dies?
The core question here isn’t whether people want AI. It’s whether the biggest AI company can sell more of it without losing even more money. And if the answer is no, that problem doesn’t stay inside one startup. It leaks into cloud giants, chip vendors, lenders, and a whole lot of investor storytelling.
Unsustainable economics
Compute obligations and circular demand
Funding constraints
Run-rate headlines versus durable revenue
Anthropic, IPO optics, and valuation logic
What failure would actually look like
Systemic risk or overheated narrative
Source:
Ed Zitron's Where's Your Ed At — What…
The skinny
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