# Deep Dive: What Happens if OpenAI Fails?

Page: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-what-happens-if-openai-fails
Text version: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-what-happens-if-openai-fails.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-05-02T10:44:53+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Deep-Dive-What-Happens-if-OpenAI-Fails-e3ipg8g
Audio file: https://traffic.megaphone.fm/APO5255605351.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/deep-dive-what-happens-if-openai-fails
Duration seconds: 1033

## Resource

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.

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## Transcript

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