OpenAI's cash burn will be one of the big bubble questions of 2026kept by eddie • dec 31, 25Hacker News commenters argue OpenAI's high valuation and spending mirror historical railroad bubbles, predicting a market downturn by 2026.AboutAnthropic · DeepSeek · Google · Meta · Nvidia · OpenAIFiled#ai#business-strategy#economy#startups#tech-communityRelatedIs AI Really Eating the World? - philippdubach.comAI models are commoditizing, shifting value to applications and integration over model providers, despite massive infrastructure spending.also on DeepSeek, Meta, Google, OpenAI, #business-strategy, #aiCheap AI could derail OpenAI and Anthropic's IPOsThe article argues that cheap AI from Chinese labs and Western alternatives is eroding the pricing power and market share underpinning OpenAI and Anthropic's high IPO valuations.also on DeepSeek, Nvidia, Google, OpenAI, Anthropic, #aiThings I Think I Think... The New Internet EraDrawing on dot-com history, predicts AI-focused companies like OpenAI and Anthropic will collapse while incumbents like Apple, Microsoft, and Meta survive by treating AI as a means, not an end.also on Meta, Nvidia, OpenAI, #startups, Anthropic, #business-strategy, #aiThe vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k peoA small group of AI employees have amassed retirement wealth, creating a harsh divide that leaves others in San Francisco feeling anxious, purposeless, and career-paralyzed.also on Meta, Nvidia, #tech-community, OpenAI, Anthropic, #ai
OpenAI's cash burn will be one of the big bubble questions of 2026