openai

Make no mistake: It is the largest asset bubble in human history. Bank of America flags elevated bubble risk in semiconductors. The cracks inside OpenAI are deepening, and the numbers don’t lie.

Just like the dot com bubble in 1999 where Nasdaq valuations went parabolic on internet hype before the brutal crash. Make no mistake: It IS the largest asset bubble in human history. https://t.co/16W9PBcNIZ — Uncle Milty’s Ghost (@his_eminence_j) April 29, 2026 Nvidia is the Cisco of this generation. They sell real products but the main …

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The OpenAI cash wall, the trial of the century, and the death of the “infinite compute” dream

The CFO news is the absolute center of the storm this morning.. Where is the green? Nevermind we have a party pooper – OpenAI pic.twitter.com/nBfTrKsxi9 — Avg Gal | Stocks & Life 🌱 (@theaveragegal__) April 28, 2026 Sarah Friar just pulled the fire alarm: she’s privately warning that the $600 billion compute bill is coming …

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Sam Altman’s home targeted in second attack as two arrested for opening fire near OpenAI founder’s San Francisco residence

Sam Altman's home targeted in second attack as two arrested for opening fire near OpenAI founder's San Francisco residence https://t.co/nI5W11WzV6 — Daily Mail US (@Daily_MailUS) April 13, 2026 Just two days before in the early hours of Friday, another person threw a Molotov cocktail at the exterior gate of the mansion. A 20-year-old suspect named …

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AI is literally eating software alive and repricing every company in real time. Anthropic’s valuation just surged past OpenAI’s in private markets – Anthropic: $863,60B OpenAI: $846,11B

bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭 https://t.co/NsOxRTLLEp pic.twitter.com/Xk8QBCTJD3 — shirish (@shiri_shh) April 10, 2026 Anthropic's valuation just surged past OpenAI'sin private …

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Anthropic is effectively a sovereign state of compute now, consuming enough power to run a mid-sized city just to stay ahead of OpenAI.

Anthropic’s run-rate revenue hit $30 billion, triple what it was three months ago. To keep up with demand, the company locked in 3.5 gigawatts of Google TPU capacity through Broadcom, enough to power a mid-sized city. More than 1,000 businesses now pay seven figures annually for Claude. At the end of 2025, Anthropic was generating …

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A sprawling Chinese influence operation — accidentally revealed by a Chinese law enforcement official’s use of ChatGPT — focused on intimidating Chinese dissidents abroad, including by impersonating US immigration officials, according to a new report from ChatGPT-maker OpenAI.

A sprawling Chinese influence operation — accidentally revealed by a Chinese law enforcement official’s use of ChatGPT — focused on intimidating Chinese dissidents abroad, including by impersonating US immigration officials, according to a new report from ChatGPT-maker OpenAI. The Chinese law enforcement official used ChatGPT like a diary to document the alleged covert campaign of …

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AI bubble pop incoming? Nvidia and OpenAI abandon unfinished $100B deal in favour of $30B investment

U.S. chip giant Nvidia (NVDA) is close to finalizing a $30 billion investment into OpenAI (OPENAI) that will replace the long-term $100 billion commitment agreed upon by the companies last year, the Financial Times reported on Thursday. The $30B equity investment is part of a funding round that is on track to raise more than …

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OpenAI and Anthropic are expected to IPO in 2026. OpenAI is targeting a $1T valuation. Anthropic at least $500B. AI is still mostly just a really good and fast Google search?

The reality is that both OpenAI and Anthropic are going to spend hundreds of billions of dollars just trying to out compute each other over the next decade. Instead of guessing which massive software model wins the war at a $500B+ premium, the real opportunity is buying the… — 5to9_M.J. (@5to9_MJ) February 14, 2026 $1T …

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War Department to partner with OpenAI to add ChatGPT to its artificial intelligence platform

The War Department said Monday that it is partnering with OpenAI to help implement ChatGPT onto its artificial intelligence platform, GenAI.mil, which will make ChatGPT’s advanced language models available to all 3 million department personnel. The addition of ChatGPT comes just two months after the department launched its “Gemini for Government” tool, which is a …

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Steve Eisman believes OpenAI is about to experience one of the greatest liquidity rug pulls in history.

Steve Eisman believes OpenAI is about to experience one of the greatest liquidity rug pulls in history. If I was Sam Altman I'd be freaking out too. https://t.co/iZQZrWHqoX pic.twitter.com/m28P0NFiOY — Financelot (@FinanceLancelot) February 8, 2026 "more warning lights continue to flash – many of which are coming from leveraged loans. Last week, 3 loan deals …

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Oracle and OpenAI want $500B for data centers. Wall Street just started blinking

We’ve said this for how long? “Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch” “Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the decade to power their artificial intelligence… https://t.co/WbGD3j8UTO pic.twitter.com/IVkaC5OZCB — kristen shaughnessy (@kshaughnessy2) January 24, 2026 …

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OpenAI IPO seems ripe to be torn to shreds over it’s bullshit nonprofit status

openAI IPO seems ripe to be torn to shreds over it's bullshit nonprofit status https://t.co/1nVh5FsPWc — Darth Powell (@VladTheInflator) December 16, 2025 OpenAI was founded in 2015 as a nonprofit (OpenAI, Inc.). In 2019, it did not convert the nonprofit into a for-profit. It created a separate capped-profit subsidiary, OpenAI LP. The nonprofit still exists …

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OpenAI CEO turns to ChatGPT for baby advice.

The CEO of OpenAI Sam Altman is in the newborn parenting trenches with husband Oliver Mulherin, and he’s turning to an unlikely source of support: his own OpenAI chatbot. In an appearance on The Tonight Show with Jimmy Fallon this week, Altman revealed that he turns to ChatGPT for help raising his baby. “I cannot …

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Michael Burry just said OpenAI could end like Netscape

Big Short investor Michael Burry said that OpenAI is destined to end up like web browser company Netscape, which fizzled out after a landmark IPO in 1995. He also said Palantir $PLTR is DiamondCluster, a consulting firm that rocketed in market cap and size in 2000 but eventually sold out to PricewaterhouseCoopers for around $380M. …

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NY Times sues OpenAI claiming that it’s violating copyright. Court orders OpenAI to turn over basically every log of every ChatGPT chat ever, judge says this won’t violate users’ privacy. OpenAI has appealed this…

A Manhattan judge has ordered OpenAI to provide the Daily News and other news outlets with millions of anonymous chats between ChatGPT and its users in a major ongoing copyright infringement case. In a nine-page order made public Wednesday, Manhattan Magistrate Judge Ona Wang denied OpenAI’s request to reconsider her November ruling requiring the tech …

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ChatGPT maker OpenAI confirms major data breach, exposing user’s names, email addresses, and more — “Transparency is important to us.”

Another day, another security breach. This time, it’s OpenAI’s turn. Today, users are waking up to discover emails from OpenAI’s security team, confirming more security issues at the company. This one is a bit more egregious than previous breaches, exposing emails, names, and approximate locations of an undisclosed number of users. OpenAI claims that ChatGPT …

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The age of pretending to use AI is over and the reckoning is already here. Burry is spot on. How can anyone look at these numbers and believe OpenAI has any hope to meet $1.4 trillion in spending commitments?

How can anyone look at these numbers and believe OpenAI has any hope to meet $1.4 trillion in spending commitments? https://t.co/gUcRNs11BI — Ross Hendricks (@Ross__Hendricks) November 10, 2025 Big Tech needs a staggering $1.5 trillion to fund the AI boom. This is the complex playbook it’s using to get it. Inside the financial engineering of …

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Alex Karp’s tense interview, Burry’s $PLTR short and OpenAI is asking for US government bailout have traders calling it the clearest sell signal; Nancy Pelosi just announced the market top. She’s done.

The market always breaks in sentiment before it breaks in price. This looked like the moment the confidence slipped. about timeburn it all down the way Palantir helps its clients do pic.twitter.com/eXXiK2OoXI — Alkindus (@a1kindus) November 5, 2025 https://twitter.com/TommyThornton/status/1986433742211055702 A bailout. They want a bailout. https://t.co/yjmrbU8Mse — Lee Hepner (@LeeHepner) November 6, 2025 Open AI …

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AI giants are burning billions just to stay in the race, and Wall Street is starting to wonder if the payoff ever comes. OpenAI is already trying to line up a government bailout before they need it.

And now they want a bailout already… pic.twitter.com/tB6DtpKj74 — Curtis Lemay (@CurtisLemay) November 5, 2025 Securing government backed bailout before they actually need them, you can't make this up. — blake (@blakestonks) November 6, 2025 A top market analyst’s warning in late October about a looming “prisoner’s dilemma” and an “AI wobble” in the stock …

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OpenAI Looks to Replace Thousands of Junior Bankers

Authored by Mike Shedlock via mishtalk, The stated goal is to reduce drudgery. Do you believe that? Bloomberg reports OpenAI Looks to Replace the Drudgery of Junior Bankers’ Workload. My title is a more accurate representation of the true goal. OpenAI has more than 100 ex-investment bankers helping train its artificial intelligence on how to build …

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How is OpenAI funding all of these deals?

How is OpenAI funding all of these deals? https://t.co/OZFfEdCHIa — Dividend Hero (@HeroDividend) November 3, 2025 OpenAI has now: 1. Signed $500 billion Stargate deal 2. Signed $100 billion Nvidia deal 3. Signed $100 billion AMD deal 4. Signed $38 billion Amazon deal 5. Signed $25 billion Intel deal 6. Signed $20 billion TSMC deal …

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OpenAI lost $11.5 billion in three months. They want a $1 trillion IPO. The insiders will cash out. Everyone else will be left holding the wreckage.

Something feels off at OpenAI. For a long time, people talked about it like it was untouchable, the company that would rewrite everything we know. That kind of talk is always loudest right before the trouble begins. The excitement is gone now. The numbers look worse each time someone opens the books. You can almost …

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OPENAI launches browser battle with GOOGLE

OPENAI has officially revealed its Atlas web browser, powered by its Operator AI agent and featuring built-in ChatGPT functionality. The browser effectively promises to automate your life with the functionality to fill out forms, make dinner reservations, and even chat with a webpage at the touch of a button. Some of Atlas’ most notable unique …

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OpenAI on track for $1.3 trillion payouts while losing $8 billion a year, AI bubble grows wilder by the day

I have a question. OpenAI is supposedly on the hook to pay the circle jerk crew $1,300,000,000,000 over the next few years. Meanwhile, their operating revenue is negative $8,000,000,000. How do they even cover that gap? Here is the breakdown of the big fantasy-level deals people are talking about: Oracle, $300 billion: 4.5 gigawatts of …

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It seems OpenAI is partnering with EVERYONE. The economy sucks in general. Add AI to it. And everyone is losing their jobs.

Mention AI on any stock, and it rallies. We’re clearly in a bubble. WALMART $WMT ANNOUNCES A NEW PARTNERSHIP WITH OPENAI OWNER OF CHATGPT… – It will allow customers and members to soon shop Walmart through ChatGPT using Instant Checkout. Seems OpenAI is partnering with EVERYONE. 😅 pic.twitter.com/qb9xz6ajDg — Just a Dude Who Invests (@DudeWhoInvests) …

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