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(706)

OpenAI’s IPO Timing in Question, Jamie Dimon Warns of Rising Inflation

OpenAI’s IPO Timing in Question, Jamie Dimon Warns of Rising Inflation

Market update for Monday, April 6, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

6 Apr 9min

CAVA CEO On Its Growth Playbook: Smaller Price Hikes, Bigger Footprint

CAVA CEO On Its Growth Playbook: Smaller Price Hikes, Bigger Footprint

Since its 2023 IPO, Cava stock has surged roughly 3x. This year, $CAVA is outpacing fast-casual restaurant peers like Chipotle ($CMG) and Sweetgreen ($SG). What's driving that success? CEO and Co-Foun...

6 Apr 29min

Deep Dive: The Q1 Report Card (Winners, Losers & What's Next)

Deep Dive: The Q1 Report Card (Winners, Losers & What's Next)

In today's deep dive, Zaid breaks down the first quarter of 2026. Q1 was defined by war in the Middle East, an oil shock, and a massive rotation out of Big Tech and into energy. We highlight the bigge...

4 Apr 14min

SpaceX Files for IPO, Tesla Delivery Slump Continues

SpaceX Files for IPO, Tesla Delivery Slump Continues

Market update for Thursday April 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

2 Apr 9min

Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion

Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion

Market update for Wednesday April 1, 2026Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)Follow us on Instagram (@TheRundownDaily) for bonus content a...

1 Apr 9min

Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion

Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion

Market update for Tuesday March 31, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

31 Mar 10min

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows

Market update for Monday March 30, 2026Interview with Amos Hochstein (Spotify, YouTube)Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@Th...

30 Mar 9min

Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)

Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)

Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical t...

29 Mar 29min

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