@profgmarkets: @scmallaby: "We have an openAI bubble not a general AI bubble" Ed: "Is it an openAI problem or is it an AI problem? Is it that openAI is just bad at managing their finances and they pursued all these side projects and they don't really know how to get their spending under control? Or is AI as a business model just too expensive relative to the amount of revenue that could be generated by charging customers for using ChatGPT or charging enterprises for these larger enterprise-wide AI contracts"

Prof G Markets

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Friday 10 July 2026 20:26:44 GMT