Is OpenAI a Bubble? Here's the 2026 Test (Unit Economics + Compute + Enterprise Proof)
Is OpenAI a Bubble? Here's the 2026 Test (Unit Economics + Compute + Enterprise Proof)
Transcript
Most people are still talking about Most people are still talking about OpenAI the way they talked about Apple OpenAI the way they talked about Apple back in 2008, as if the whole story is back in 2008, as if the whole story is who has the best device. Heading into who has the best device. Heading into 2026, I think that's the incorrect frame 2026,... Read More
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