Deep Dive: What Happens if OpenAI Fails?

Deep Dive: What Happens if OpenAI Fails?

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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Episoder(708)

Nike Tanks After Warning of Sales Drop, TikTok Signs Deal for U.S. Joint Venture

Nike Tanks After Warning of Sales Drop, TikTok Signs Deal for U.S. Joint Venture

Market update for December 19, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Economists question the quality of the inflation dataNike beats e...

19 Des 20259min

Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool

Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool

Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we discuss:Oracle’s data center financing concernsA coo...

18 Des 20259min

WBD Rejects Paramount Bid, Amazon in Talks to Invest $10B in OpenAI

WBD Rejects Paramount Bid, Amazon in Talks to Invest $10B in OpenAI

Market update for Wednesday, December 17, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Warner Bros. rejects Paramount bidOpenAI in talks ...

17 Des 20259min

Unemployment Climbs to 4-Year High, Ford Hits the Brakes on EVs

Unemployment Climbs to 4-Year High, Ford Hits the Brakes on EVs

Market update for Tuesday, December 16, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.In today’s episode:Jobs data signals a cooling labor marketFord takes a ...

16 Des 20259min

SpaceX Interviewing Banks for IPO, Netflix Defends WBD Deal

SpaceX Interviewing Banks for IPO, Netflix Defends WBD Deal

Market update for December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out our weekend episodes:Deep Dive: Oracle’s Big Gamble on AIInterview: Space...

15 Des 20259min

The SpaceX IPO is Coming. Here's Why Elon Musk Can No Longer Resist (ft. Eric Berger)

The SpaceX IPO is Coming. Here's Why Elon Musk Can No Longer Resist (ft. Eric Berger)

Eric Berger, senior space editor at Ars Technica and author of Liftoff, joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berg...

14 Des 202526min

Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt.In this weekend deep dive, we break down Oracle’s pivot, its dee...

13 Des 202510min

Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign

Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign

Stock market update for December 12, 2025.

12 Des 20259min

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