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Zitron Squeeze · July 16 · 9 min

The OpenAI Bubble

The core claim here is bigger than one startup maybe overspending on GPUs. It’s that OpenAI has become the story holding together a huge chain of spending, lending, construction, and stock-market optimism, and if that story breaks, a lot of supposedly separate bets may turn out to be the same bet. The load-bearing narrative OpenAI’s spending and obligations Who actually holds the risk Oracle as the sharpest edge Memory chips and knock-on inflation Phantom deals and media amplification SoftBank and the funding chain Anthropic as a mirror image What would actually happen in a failure Source: Ed Zitron's Where's Your Ed At — The OpenAI Bubble This podcast was created with Podkey. Make your own at https://podkey.fm

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The core claim here is bigger than one startup maybe overspending on GPUs. It’s that OpenAI has become the story holding together a huge chain of spending, lending, construction, and stock-market optimism, and if that story breaks, a lot of supposedly separate bets may turn out to be the same bet.

  • The load-bearing narrative
  • OpenAI’s spending and obligations
  • Who actually holds the risk
  • Oracle as the sharpest edge
  • Memory chips and knock-on inflation
  • Phantom deals and media amplification
  • SoftBank and the funding chain
  • Anthropic as a mirror image
  • What would actually happen in a failure

Source:


This podcast was created with Podkey. Make your own at https://podkey.fm

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