OpenAI will Implode on November 24th 2026
Why November 24th 2026? Because picking such a specific date made you more likely to click into this short post, sorry, feel free to click away if you're pissed off now.
But I really do think that OpenAI is facing imminent doom. And it's not because they're burning through way more cash than they're making, well, it is sort of that. But it's actually, for me, more what they're willing to do to make more of it.
In May 2024 Sam Altman said that he hates ads and that using them as a business model would be a last resort for the company. He's been cagey about allowing erotica in ChatGPT too.
But, as you might've heard, both of those things are happening.
Now that alone isn't why I feel like OpenAI is sounding its death knell, it's more that I believe Altman really meant those things. He really does hate resorting to this but when Google is kicking your ass in every conceivable metric and Anthropic has won over the devs with their good-natured doomerism and a healthy dose of Claude Code...
Well let's just say this is the equivalent of giving up and just selling your feet pics on OnlyFans.
OpenAI is admitting that their models alone aren't enough to cover the incomprehensible investment they've taken in and everybody else has beaten them to the punch.
It's still too early to tell so please don't bet your life-savings on Polymarket because of me but...
You heard it here first ;)
P.S. by implode I mean either literally implode or sold for scrap or acquihired out of existence.