2705, 2026
OpenAI Faces the Funding Wall: Why the Economics of Generative AI Are Changing
The headline hits like a warning. "18 months until bankruptcy?" The idea is circulating, driven by an op-ed by Sebastian Mallaby and relayed in France by ZDNet. But the real question isn't whether OpenAI "will disappear." It's more structural. Who can sustainably finance the industrialization of generative AI when demand is growing faster than margins?...