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Literally nothing would happen if OpenAI ceased to exist tomorrow. Everyone would migrate to Claude and Gemini and the sun would rise on time.


You could say the same about the car manufacturers, lehman and every company in the valley.

The whole US economy is getting propped up by AI spending, and to continue on the scaling law ladder each new iteration requires 10x more investment. If OpenAI is not able to raise it's over for anyone adjacent to them (NVIDIA, AMD, Anthropic, etc.).

It's AGI or bust for OpenAI, because as you said there's no margin competing on API tokens since open source is almost as good for most use cases.


This is very wrong. You're comparing OpenAI to Lehman Bros? The collapse of OpenAI would not have even a remotely comparable impact to the great recession. Were you even alive at that time? I struggle to imagine how you could make this assertion.

https://en.wikipedia.org/wiki/Subprime_mortgage_crisis




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