The OpenAI Trigger
Nov 11, 2025
At the current rate, OpenAI is going to blow up in one way or the other
Either it's going to make an unexpected breakthrough in AI capabilities such that it becomes more intelligent than humans in the ways that matter and make trillions while wiping out whole industries and nations of office workers... or it blows up in debt.
Can't see any other way around it with its huge capital investments and commitments with relatively little revenue to show for it.
And I guess the implosion could kick off a US equities valuation correction... or maybe not. Who knows.