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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Avsnitt(710)

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Supreme Court Blocks Trump's Tariffs, Nvidia Scraps $100B OpenAI Investment

Market update for Friday February 20, 2026Check out the Public app for incredible investing tools and to support the show (⁠LINK⁠)Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and inst...

20 Feb 9min

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Walmart Issues Soft Guidance, Figma Sees AI Surge

Market update for Thursday February 19, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instan...

19 Feb 9min

 Meta Buys Millions of Nvidia Chips, Uber Invests $100M in Robotaxi Infrastructure

Meta Buys Millions of Nvidia Chips, Uber Invests $100M in Robotaxi Infrastructure

Market update for Wednesday February 18, 2026 Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and inst...

18 Feb 9min

Apple Brings Video to Podcasts, Warner Reopens Paramount Talks

Apple Brings Video to Podcasts, Warner Reopens Paramount Talks

Market update for Tuesday February 17, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Software Selloff Deep Dive: Spotify, YouTubeFollow us on Instagram (@Th...

17 Feb 9min

Affirm CEO On Fixing America’s Broken Credit System

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Affirm CEO Max Levchin takes aim at credit cards, explaining how compounding interest and revolving balances keep Americans trapped in debt. He pushes back on claims that Buy Now, Pay Later fuels over...

15 Feb 29min

Deep Dive: The Software Selloff Explained

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Software stocks were once Wall Street’s favorite trade. Investors loved the high margins, recurring revenue, and sticky users. But now they’re getting crushed, and AI is at the center of the panic. In...

14 Feb 10min

Inflation Cools to 2.4%, Anthropic Hits $380 Billion Valuation

Inflation Cools to 2.4%, Anthropic Hits $380 Billion Valuation

Market update for Friday February 13, 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 ...

13 Feb 9min

McDonald’s Sales Surge, Kraft Heinz Pauses Split

McDonald’s Sales Surge, Kraft Heinz Pauses Split

Market update for Thursday February 12, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instan...

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