Banks ban Claude, AI hype cracks and OpenAI keeps burning cash

JPMorgan and Goldman just cut Hong Kong staff from accessing Claude
Corporate world quietly walking back frontier model access OpenAI’s cash furnace keeps raging with no profits showing up
SpaceX listing hype drawing Burry’s eye but he skips the expensive short New Fed chair demands real inflation fight instead of more easy money
Narrative that was everywhere last month now hitting hard limits


Open AI’s money fire goes on

OpenAI burned $3.7 billion in first quarter of 2026 […]. Recent reports said OpenAI was planning to slash its AI pricing to better compete with rival Anthropic. Such a move could further hurt the company’s finances, especially given that it is yet to turn over a profit.

The company clocked a net loss of about $39 billion in 2025, the Financial Times reported earlier on Tuesday“.

Michael Burry says he’s tempted to bet against SpaceX, but passes on expensive options