Episode
Deep Dive: What Happens if OpenAI Fails?
- Podcast
- The Rundown
- Published
- May 2, 2026
- Duration seconds
- 1033
- Processing state
processed
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Summary
In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI is actually ready to go public.