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(709)

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.

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Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights

Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights

Market update for December 11, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expec...

11 Dec 20259min

DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with Adobe

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Market update for December 10, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:What to expect from the Fed meeting and Powell’s press conferen...

10 Dec 20259min

Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses

Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses

Market update for December 9, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode we discuss: 10-year Treasury climbs despite rate cuts expectedTrump ...

9 Dec 20258min

Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD

Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD

Market update for Monday, December 8, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

8 Dec 20259min

Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

Netflix just made the biggest bet in its history: an $83 billion deal to acquire Warner Bros and HBO. In today’s deep dive, Zaid breaks down how this deal came together, why Netflix is taking on $75 b...

7 Dec 202516min

How Oklo Is Capitalizing on America’s Nuclear Revival (w/ CFO Craig Bealmear)

How Oklo Is Capitalizing on America’s Nuclear Revival (w/ CFO Craig Bealmear)

Oklo CFO Craig Bealmear joins Zaid Admani to break down the nuclear energy revival and why demand for small, flexible reactors is exploding. He explains how new executive orders, faster permitting, an...

6 Dec 202522min

Netflix Buys WBD in Historic $83B Deal, Tesla Launches Affordable Model 3 in Europe

Netflix Buys WBD in Historic $83B Deal, Tesla Launches Affordable Model 3 in Europe

Market update for December 5, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

5 Dec 20259min

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