OpenAI might be cooked:
- Financial situation bad
- Multiple profitable, self-funding competitors with comparable models.
-If OpenAI collapses, researchers get hired by competitors immediately, no loss of progress, maybe acceleration
- So US gov doesn’t need to bail them out to “beat China”.
- Nobody, including in the government, trusts Altman anymore.
- Finally, never bet against Elon - especially when he has a personal grudge.
Altman is the most likely catalyst for a market panic