Discussion

• @scmallaby Sebastian Mallaby on x

  I still think OpenAI has a 50% chance of failing by mid 2027. Whatever the odds, this is the most gripping bull-bear debate in investment history.

• @mbgilroy Michael B. Gilroy on x

  I don't think I've ever seen an executive fare so well in the press inside of a company that is getting torched left / right / center. Masterful effort by all involved. [Zero implication that it's not warranted!] [image]

• @ns123abc Nik on x

  >OpenAI missed its yearly revenue target because Google mogged them on consumer >OpenAI missed multiple monthly revenue targets because Anthropic cooked them on enterprise >ChatGPT also missed its goal of 1 billion users >four months later still no announcement ITS HAPPENING [ima…

• @zerohedge @zerohedge on x

  “OpenAI Chief Financial Officer Sarah Friar has told other company leaders that she is worried the company might not be able to pay for future computing contracts if revenue doesn't grow fast enough” this could be a problem for the AI bubble

• @benfritz Ben Fritz on x

  One banger bit of reporting after another here by @berber_jin1 https://www.wsj.com/... [image]

• @berber_jin1 Berber Jin on x

  NEW: openai missed key revenue and growth targets in recent months, prompting its cfo and board to reassess its data-center strategy ChatGPT was supposed to hit 1bn weekly active users last year but missed that target https://www.wsj.com/...

• @edzitron Ed Zitron on x

  I don't think people realize the ramifications of OpenAI's revenue growth slowing. Oracle is building about $348bn in data centers and needs OpenAI to pay it $75bn a year in revenue to keep up with the costs. Ellison has bet everything on this. https://www.wheresyoured.at/ ... [i…

• @firstadopter Tae Kim on x

  The headline and main angle are too backward looking. I'm looking forward to the next article in a couple of months covering the GPT-5.5 coding agent hypergrowth ramp (highly likely now, given the positive developer reception), which is barely mentioned as a potential game

• @garymarcus Gary Marcus on x

  OpenAI, which squandered its tremendous lead and is now missing its projections, is in trouble. There's no two ways about it.

• @edzitron Ed Zitron on x

  [image]

• @garymarcus Gary Marcus on x

  When you project exponential growth - and miss. I stand by my call that OpenAI is likely to someday be seen as the WeWork of AI.

• @beffjezos @beffjezos on x

  It's literally all Claude eating their lunch. Lagging indicator. Cracked devs on X are leading indicators. Everyone I know switched to Codex. Give it a month and it will be apparent in revenue numbers.

• @zerohedge @zerohedge on x

  “OpenAI's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth” but who will force the shorts to cover then?

• @patigallardo @patigallardo on bluesky

  This is definitely not what winning looks like.  —  No matter how cool you might think this tech is, it might just not be good enough for the price tag it comes with.

• @daniloc.xyz @daniloc.xyz on bluesky

  feels like an undisciplined organization gorged on cash, riding first-mover momentum, but carrying no analysis for why it actually exists.  Anthropic, by contrast, exhibits a clear sense of purpose and their revenue gains emerge from its consistent pursuit [embedded post]

• r/wallstreetbets r on reddit

  OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

• r/BetterOffline r on reddit

  OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

• r/Economics r on reddit

  OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

• r/StockMarket r on reddit

  OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

• @annmarie Annmarie Hordern on x

  “In recent months, Friar has also expressed reservations about OpenAI's plans to go public by the end of this year, according to people familiar with the matter.”

• @negligible_cap @negligible_cap on x

  Que the $NVDA capital injection to save the day so OpenAI can meet near term spending commitments

• @bmlascolea Brad LaScolea on x

  @AnthropicAI has been gaining share at @OpenAI's expense since the turn of the year... [image]

• @oguzerkan Oguz Erkan on x

  OpenAI missing '25 revenue target may stress $ORCL stock in the short term, and it'll be a buying opportunity. As the $ORCL CEO said, demand from all the big labs are similar and $ORCL will sell to others if OpenAI can't buy. The important thing is the existence of broader [video…

• @negligible_cap @negligible_cap on x

  *OPENAI MISSED '25 REV TARGET FOR CHATGPT: WSJ Wow. OpenAI not only missed their 2025 revenue target, but they also missed their goal of reaching 1B weekly active users according to WSJ CFO Sarah Friar also reportedly told company leaders that she's worried the company won't be […

• @boringbiz_ @boringbiz_ on x

  Important note that this was for 2025 before Anthropic run rate revenue went parabolic in early 2026 Both companies are growing at rates like nothing we have ever seen before. But very clear that Anthropic is capturing market share at a much faster pace, especially on enterprise

• @howardlindzon Howard Lindzon on x

  i would kill to struggle this bad

• @martinshkreli Martin Shkreli on x

  This is 100% bullshit

• @shaughnessy119 Tommy on x

  OpenAI missing their targets isn't surprising Gemini went on a huge blitz in 1Q (not much new since) an Anthropic has captured a lot of the defectors Also open source models run locally and especially via routers for agents is attracting a ton of usage (Hermes and OpenClaw as

• @appyg99 Apoorva Govind on x

  I don't understand why OAI hasn't monetized their free-tier users with ads. It's relatively a well understood and well solved problem.

• @edzitron Ed Zitron on x

  Oh hey look it's the thing I've been warning about [image]

• @gergelyorosz Gergely Orosz on x

  Waiting when the CFO will notice the ~$170M Datadog bill after this... (yes, really! As shared in @Pragmatic_Eng back in October... though safe to assume OpenAI has reduced this since) [image]

• @reckless Nilay Patel on bluesky

  I repeat: there are no great consumer AI products [embedded post]

• @pkafka Peter Kafka on x

  Also the second time in a month OpenAI comms has put out a statement saying OpenAI's CEO and CFO are getting along just fine, nothing to see here. [image]

• @pkafka Peter Kafka on x

  Second story this month reporting that OpenAI's CFO thinks OpenAI isn't ready for an IPO. WSJ Monday: https://www.wsj.com/... The Information earlier: https://www.theinformation.com/ ....

• @tyleraking.com Tyler King on bluesky

  The whole house of cards could collapse and the best news is we all have the opportunity to help blow on it.  [embedded post]

• @edludlow Ed Ludlow on x

  Coreweave out with a statement on OAI. We sent headlines to @TheTerminal earlier “OpenAI is a terrific partner, but not our only one. Our business is supported by a diverse and expanding set of customers like Meta Platforms, Anthropic, Microsoft, Google, IBM, Perplexity AI, Jane

• @negligible_cap @negligible_cap on x

  *OPENAI COMMENTS ON STATE OF BUSINESS IN EMAIL AFTER WSJ REPORT OpenAI said in an email statement in response to the WSJ article that the business is “firing on all cylinders” and that the enterprise and advertising businesses are growing. Seems like all of this could be fixed

• @rihardjarc Rihard Jarc on x

  I still can't get past the recent comment made by Thomas Kurian, the CEO of $GOOGL's GCP, regarding compute: “I think for the next 10 years there will always be more demand than supply”. This is not a comment from OAI or Anthropic, who, in some sense, need to use marketing to

• @jimcramer Jim Cramer on x

  “OpenAI misses targets” has become a staple for almost 9 months of discourse. It's been written and written and written always right after something good that OpenAI does-like getting to use Amazon Web Services.

• @benjaminjriley Benjamin Riley on bluesky

  “We're not in an AI bubble.”  —  Meanwhile, OpenAI's CFO has “expressed reservations about OpenAI's plans to go public by the end of this year...cautioning that the company isn't yet ready to meet the rigorous reporting standards required of a public company.”  —  Giving Enron vi…

• @peark.es George Pearkes on bluesky

  This was last night, but FWIW: “OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its massive spending on data centers.”

• r/technology r on reddit

  OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO

• @amir Amir Efrati on x

  openai missing some internal goals does ~not~ necessarily mean it will miss the revenue goal it has shared with investors ($30b topline)

• @edzitron Ed Zitron on x

  How is this a news story worthy of Bloomberg lol

• @firstadopter Tae Kim on x

  Here is a new @OpenAI statement regarding The Wall Street Journal article: “The idea that Sarah and Sam are not aligned on compute is ludicrous. She just raised $122 billion, so that we can continue to lean in on compute. The business is firing on all cylinders: 1. Consumer

• @stevekovach Steve Kovach on bluesky

  This is not a denial [embedded post]

• @stevenjcbuckley Dr. Steven Buckley on bluesky

  If a business is losing shit tons of money whilst also “firing on all cylinders”, is it really that good of a business? [embedded post]

• Milton Pedraza Milton Pedraza on linkedin

  The WSJ reported yesterday that OpenAI missed multiple monthly revenue targets and fell short of its goal of 1 billion weekly ChatGPT users — while losing enterprise ground to Anthropic. …

• Elsie Deng Elsie Deng on linkedin

  OpenAI finds itself at a familiar inflection point: growth at any cost vs. financial discipline.  The reported tension between CFO Sarah Friar …

• @lorak Lora Kolodny on bluesky

  “Shares of companies tied to artificial intelligence infrastructure tumbled Tuesday after a report that OpenAI fell short of internal growth expectations, raising fresh questions about whether the pace of spending across the sector is sustainable...” - @cnbc.com www.cnbc.com/2026…

• @wittywebhandle Blaise Ulysse Bernard Collins on bluesky

  Oracel & OpenAI are the two most exposed entities in AI at the infrastructure and model level.  —  There's a reason that SoftBank (their 'Bank') was the third party on top of Oracle & OpenAI present at the Stargate launch Jan 21st, 2025 w/ Trump  —  Seems worth noting that DeepSe…

• @openainewsroom @openainewsroom on x

  We agree. The real leading indicators are clear: breakout Codex growth ✅, enterprise offerings on every cloud ✅, the only consumer app that matters ✅, a compute strategy built to accelerate ✅, and the best researchers in the world ✅.

• @bamaboomer @bamaboomer on bluesky

  It seems these tech companies are drowning in the debt they've incurred for data center builds.  Do they have sufficient revenue to service that debt?  Lots of questions here.  —  www.cnbc.com/2026/04/28/o...

• @cityofthetown Tom Dotan on x

  There may be business reasons — OpenAI and its partner companies are scrambling today after a WSJ report about the company missing revenue — but Sam Altman didn't return to the courtroom for Elon's testimony

• @mikeisaac Rat King on x

  if i am openai i am really pissed off at coreweave posting this statement after the WSJ story that rocked the markets today “yeah we love them but also who cares about only their business we have all these other businesses in case they fail!” not exactly a ringing endorsement