one of the first things I did was start messing around with local models
I don’t trust billionaires
Cobby1927 on
Famous last words
Mindfucker223 on
Remember Yahoo, yeah…
doxxingyourself on
That’s why they wanna grow
ithinkitslupis on
Netscape, AOL, Myspace and Blackberry are too big to fail. The rest of you are haters to say otherwise.
littypika on
OpenAI definitely can fail, but that doesn’t mean it will die.
OpenAI is still an organization that’s generating billions of dollars, produces flagship technology products to represent the USA in the “new Cold War” with China, and has large scale investors behind it (e.g. Microsoft).
Therefore, even if it does “fail”, it will very likely be bailed out.
badger906 on
They’re planning to go public. It means the top level folk are ready to dump shares and bail with the money.
jews4beer on
Well they aren’t too big to fail, but they have been invested in enough that a bunch of large companies stand to lose billions if they do. Minimal effect on the economy while creating a small pocket dent in a bunch of billionaires. Who spend a lot of money to make you think they are too big to fail.
Party-Kangaroo-1139 on
Yes, he said that, but did he say it EXTREMELY sarcastically like when I say my Weiner is DEFINITELY NOT 4 inches 😂
Helper_J_is_Stuck on
Who tf said it is?
phoenix823 on
Who said OpenAI is too big to fail? They’re not publicly traded so if they fail, only private investors get the shaft. There are plenty of other LLMs that can take OpenAI’s place. You could even argue the demand for AI is somewhat fungible so the other large providers could take over OpenAI data centers.
DevoidHT on
No company is too big to fail and if anyone thinks there is, they should have been broken up long ago anyways.
Old-Scholar-1812 on
Local models will beat it in 2026
BasvanS on
They’re failing upwards on borrowed money. What more do they expect to fail at than securing further funding?
I for one will celebrate their success at no longer existing.
Norbluth on
OH damn! You hear that everyone? WE MUST INVEST MORE!
mvw2 on
You never beat the cash flow model.
At the end of this model is the mass of consumers that must be willing to pay for the product. Above all else, no matter what, this has to exist.
The core issue with AI is the cost component of this cash flow model to equate out to a net positive result. This is just basic math. The basic math requires a rather significant customer investment just to break even at all.
This customer investment also competes against the income and expense of the public also where there is already wage stagnation, growth of basic needs costs, new taxations through tariffs and trade disputes, and some of the largest held debt in history. It’s competing for dollars against this.
Above that competition is want. What percentage of people actually want to pay for AI? How much are they willing to play? Is this partial group and capacity for investment sufficient to even generate a break even model?
When the cash flow is not sufficient, someone is holding that debt. When we’re talking many trillions of dollars invested into AI infrastructure, how big is that remaining dept? Who is left holding which portions? And is each company holding sitting on sufficient assets to absorb that dept?
LazyProphet on
They are big enough to start a domino effect which would lead to a huge dent in the mag 7 valuations. Worldwide ramifications if this happens.
johnjohn4011 on
Economists say the darndest things
RustyOrangeDog on
Just like Vine … too early for adoption and not ready.
hardinho on
If they cease to exist tomorrow it’ll take 5-10 business days to get them replaced by whoever has the best performing model.
Jrnail88 on
Please fail, I want to upgrade my PC
TimTwoToes on
Nothing fails. Price is always due and the consumer always pays, one way or other. They don’t give a hoot.
ShadowGLI on
Doesn’t matter what economists say if Trump decides to take more taxpayer money to bail out those who line his pockets and praise him publicly .
Special_Watch8725 on
Sadly, the ones deciding questions like that don’t listen to economists.
YellingatClouds86 on
Yeah, this idea is silly. If they fail, their assets should be bought up by other companies and let’s keep going. If we want get out of this kleptocratic model we have, we have to allow people to fail under capitalism and quit bailing out companies for bad decisions.
brownhotdogwater on
OpenAI is part owned by Microsoft and used in thier AI push. They will just be absorbed into Microsoft for a bargain.
Technical_Ad_440 on
if it fails its got so much money in it that everyone feels it thats why its to big to fail. microsoft take over it anyways cause of how tied to azure open ai is.
jefe_hook on
Whoever said OpenAI is too big to fail better see a psychiatrist. Their revenue for entire 2025 is estimated to be $13billion.
Google’s revenue in its Q3 alone is $102billion.
Turkino on
They are absolutely not “too big to fail”, that term only applies to things which are foundational to the economy and nothing else can replace. (And even then, I think that should never be the case. If it is, it is a prime reason why something should be nationalized.)
Nothing OpenAI produces is unique and can’t be replaced by a competitor.
LongTrailEnjoyer on
Altman will say something flattering to Trump and he will send them a trillion dollars
ABobby077 on
I think it will all depend on how entrenched it is in the tech of commerce, science, business and everyday life. It might be a different answer today vs 2030 or so.
pgtl_10 on
OpenAI is not to big to fail but you better believe their investors that are billionaires will be considered too big to fail.
Alarmed_Drop7162 on
We were fine before llms. We’ll be fine after this bubble bursts. Next do crypto.
Horror_Response_1991 on
AI is too big to fail but they will certainly let a few fail. You could remove OpenAI tomorrow and nothing really changes, that’s how much their competition has caught up and even surpassed them. OpenAI was the first one to monetize LLM’s and they have first mover advantage, but that advantage is decreasing everyday.
Dry_Ass_P-word on
Yeah right. Can’t wait to watch congress and the president send our tax dollars to save them.
notPabst404 on
Good, let’s hurry up the process then.
macaroni66 on
Will we have bail it out when it does? Because none of us voted for AI
Standard-Shame1675 on
Something tells me to not really trust that
railroad-dreams on
Not yet. Their goal is to be a platform not just an LLM. They want to be the glue that ties business processes together. Either they become a platform or they die. So they have to spend a ton of money to get there.
Mark4_ on
This misuse of the phrase too big to fail is so obnoxious.
broniesnstuff on
*Nothing* is too big to fail, and the people who pushed that nonsense phrase just wanted more of our fucking money.
It’s from the same school of thought as “trickle down economics”
drawkbox on
OpenAI is already losing to Google and Anthropic. AI research and development of Google/Anthropic beat out AI marketing of OpenAI/ChatGPT. GPT was invented at Google. OpenAI just fronted with datasets, integrations and marketing. Google was always more “open” than OpenAI which is basically ClosedAI. It is fading now.
Exciting_Turn_9559 on
May the bubble bursting bankrupt our oppressors.
PowerLawCeo on
OpenAI projecting $12.7B revenue for 2025 while chasing $10B in fresh capital highlights the brutal capital intensity of this market. Systemic risk is the wrong lens. This is pure power law logic: return the fund or become tuition. The market demands speed and scale, not speculative safety nets. Fundamentals over narratives.
EuropaWeGo on
Nothing should ever be “too big to fail”. That whole concept is an executives dream that the masses bought in order to ensure they receive a golden parachute no matter what.
kingjdin on
Can’t wait til there’s an options market after they IPO and we can buy puts on Open AI
the_anaconda on
If they are smart enough they’ll sell to Microsoft while on the top, otherwise it’s going to happen to them the same that happened to Yahoo and Microsoft is going to buy them by penis
zogrodea on
Is there anything that is too big to fail? What happened to the belief from Ozymandias that all things will perish with time? We don’t believe in that anymore and instead believe that, out of all human history, we are the only ones society whose culture attains immortality?
Maybe I am being reductive or missing the point, since there’s a difference between something that stays around for less than a decade vs something that stays around for centuries or millennia (like some literature or Greek philosophical thought).
48 Comments
yeah no kidding
one of the first things I did was start messing around with local models
I don’t trust billionaires
Famous last words
Remember Yahoo, yeah…
That’s why they wanna grow
Netscape, AOL, Myspace and Blackberry are too big to fail. The rest of you are haters to say otherwise.
OpenAI definitely can fail, but that doesn’t mean it will die.
OpenAI is still an organization that’s generating billions of dollars, produces flagship technology products to represent the USA in the “new Cold War” with China, and has large scale investors behind it (e.g. Microsoft).
Therefore, even if it does “fail”, it will very likely be bailed out.
They’re planning to go public. It means the top level folk are ready to dump shares and bail with the money.
Well they aren’t too big to fail, but they have been invested in enough that a bunch of large companies stand to lose billions if they do. Minimal effect on the economy while creating a small pocket dent in a bunch of billionaires. Who spend a lot of money to make you think they are too big to fail.
Yes, he said that, but did he say it EXTREMELY sarcastically like when I say my Weiner is DEFINITELY NOT 4 inches 😂
Who tf said it is?
Who said OpenAI is too big to fail? They’re not publicly traded so if they fail, only private investors get the shaft. There are plenty of other LLMs that can take OpenAI’s place. You could even argue the demand for AI is somewhat fungible so the other large providers could take over OpenAI data centers.
No company is too big to fail and if anyone thinks there is, they should have been broken up long ago anyways.
Local models will beat it in 2026
They’re failing upwards on borrowed money. What more do they expect to fail at than securing further funding?
I for one will celebrate their success at no longer existing.
OH damn! You hear that everyone? WE MUST INVEST MORE!
You never beat the cash flow model.
At the end of this model is the mass of consumers that must be willing to pay for the product. Above all else, no matter what, this has to exist.
The core issue with AI is the cost component of this cash flow model to equate out to a net positive result. This is just basic math. The basic math requires a rather significant customer investment just to break even at all.
This customer investment also competes against the income and expense of the public also where there is already wage stagnation, growth of basic needs costs, new taxations through tariffs and trade disputes, and some of the largest held debt in history. It’s competing for dollars against this.
Above that competition is want. What percentage of people actually want to pay for AI? How much are they willing to play? Is this partial group and capacity for investment sufficient to even generate a break even model?
When the cash flow is not sufficient, someone is holding that debt. When we’re talking many trillions of dollars invested into AI infrastructure, how big is that remaining dept? Who is left holding which portions? And is each company holding sitting on sufficient assets to absorb that dept?
They are big enough to start a domino effect which would lead to a huge dent in the mag 7 valuations. Worldwide ramifications if this happens.
Economists say the darndest things
Just like Vine … too early for adoption and not ready.
If they cease to exist tomorrow it’ll take 5-10 business days to get them replaced by whoever has the best performing model.
Please fail, I want to upgrade my PC
Nothing fails. Price is always due and the consumer always pays, one way or other. They don’t give a hoot.
Doesn’t matter what economists say if Trump decides to take more taxpayer money to bail out those who line his pockets and praise him publicly .
Sadly, the ones deciding questions like that don’t listen to economists.
Yeah, this idea is silly. If they fail, their assets should be bought up by other companies and let’s keep going. If we want get out of this kleptocratic model we have, we have to allow people to fail under capitalism and quit bailing out companies for bad decisions.
OpenAI is part owned by Microsoft and used in thier AI push. They will just be absorbed into Microsoft for a bargain.
if it fails its got so much money in it that everyone feels it thats why its to big to fail. microsoft take over it anyways cause of how tied to azure open ai is.
Whoever said OpenAI is too big to fail better see a psychiatrist. Their revenue for entire 2025 is estimated to be $13billion.
Google’s revenue in its Q3 alone is $102billion.
They are absolutely not “too big to fail”, that term only applies to things which are foundational to the economy and nothing else can replace. (And even then, I think that should never be the case. If it is, it is a prime reason why something should be nationalized.)
Nothing OpenAI produces is unique and can’t be replaced by a competitor.
Altman will say something flattering to Trump and he will send them a trillion dollars
I think it will all depend on how entrenched it is in the tech of commerce, science, business and everyday life. It might be a different answer today vs 2030 or so.
OpenAI is not to big to fail but you better believe their investors that are billionaires will be considered too big to fail.
We were fine before llms. We’ll be fine after this bubble bursts. Next do crypto.
AI is too big to fail but they will certainly let a few fail. You could remove OpenAI tomorrow and nothing really changes, that’s how much their competition has caught up and even surpassed them. OpenAI was the first one to monetize LLM’s and they have first mover advantage, but that advantage is decreasing everyday.
Yeah right. Can’t wait to watch congress and the president send our tax dollars to save them.
Good, let’s hurry up the process then.
Will we have bail it out when it does? Because none of us voted for AI
Something tells me to not really trust that
Not yet. Their goal is to be a platform not just an LLM. They want to be the glue that ties business processes together. Either they become a platform or they die. So they have to spend a ton of money to get there.
This misuse of the phrase too big to fail is so obnoxious.
*Nothing* is too big to fail, and the people who pushed that nonsense phrase just wanted more of our fucking money.
It’s from the same school of thought as “trickle down economics”
OpenAI is already losing to Google and Anthropic. AI research and development of Google/Anthropic beat out AI marketing of OpenAI/ChatGPT. GPT was invented at Google. OpenAI just fronted with datasets, integrations and marketing. Google was always more “open” than OpenAI which is basically ClosedAI. It is fading now.
May the bubble bursting bankrupt our oppressors.
OpenAI projecting $12.7B revenue for 2025 while chasing $10B in fresh capital highlights the brutal capital intensity of this market. Systemic risk is the wrong lens. This is pure power law logic: return the fund or become tuition. The market demands speed and scale, not speculative safety nets. Fundamentals over narratives.
Nothing should ever be “too big to fail”. That whole concept is an executives dream that the masses bought in order to ensure they receive a golden parachute no matter what.
Can’t wait til there’s an options market after they IPO and we can buy puts on Open AI
If they are smart enough they’ll sell to Microsoft while on the top, otherwise it’s going to happen to them the same that happened to Yahoo and Microsoft is going to buy them by penis
Is there anything that is too big to fail? What happened to the belief from Ozymandias that all things will perish with time? We don’t believe in that anymore and instead believe that, out of all human history, we are the only ones society whose culture attains immortality?
Maybe I am being reductive or missing the point, since there’s a difference between something that stays around for less than a decade vs something that stays around for centuries or millennia (like some literature or Greek philosophical thought).