nbloglinks2d ago

OpenAI declared “Code Red” in Dec. Now It looks more like “Code Dead.” 💀

The scorecard for 2026 so far:
❌ Lost $12B in ONE quarter.
❌ GPT-5 flopped (users preferred the old model).
❌ Key founders (Ilya, Mira, Greg) left the building.
❌ Gemini hit 650M users while ChatGPT traffic fell.
❌ Burning $5B/year on memes.

Is the AGI dream over, or just stalled?

Unpopular opinion: OpenAI is turning into the WeWork of AI. 🏢💥

When you lose $12B a quarter to build a model that is worse at basic math than its predecessor, you don’t have a tech company. You have a charity for NVIDIA.

If you’re holding AI infrastructure bets, look at the fundamentals. The gap between the “revolution” and the P&L sheet has never been wider.

Who is still bullish on $MSFT / OpenAI at these valuations? Explain why. 🧵

https://www.nbloglinks.com/openai-declared-code-red-in-dec-now-it-looks-more-like-code-dead/

#OpenAI #ArtificialIntelligence #Gemini #Tech #AIStocks #GenAI #TechNews

OpenAI declared “Code Red” in Dec. Now It looks more like “Code Dead.” 💀 – nbloglinks

OpenAI is bleeding $12B a quarter, GPT-5 flopped, and the founders have fled. Is this the end of the Altman era? We break down the "Code Dead" signals.

nbloglinks
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OpenAI declared "Code Red" in Dec. Now it looks more like "Code Dead." 💀 Is OpenAI is turning into the WeWork of AI? Is the AGI dream over, or just stalled? www.nbloglinks.com/openai-decla... #OpenAI #ArtificialIntelligence #Gemini #Tech #AIStocks #GenAI #TechNews

OpenAI declared “Code Red” in ...
OpenAI declared “Code Red” in Dec. Now It looks more like “Code Dead.” 💀 – nbloglinks

OpenAI is bleeding $12B a quarter, GPT-5 flopped, and the founders have fled. Is this the end of the Altman era? We break down the "Code Dead" signals.

nbloglinks