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@mattmay@mstdn.social

Post #1758431

2026-04-28 04:08 UTC

I don’t think people realize how unbelievably quickly OpenAI could go *poof* They are dependent on hyperbolic growth. If OpenAI is plateauing already, they’re in margin call territory by the fall. With money-losing products, 12 figures of debt, and key ICs making 7 figures plus, *in cash*, whose stock will be underwater. It might be as simple as waking up one day and finding ChatGPT, and everything dependent on it, just stopped. https://on.wsj.com/4cP7EHP

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