I'm not saying they're going to blow up next month, but OpenAI is substantially overleveraged on being a "wave of the future" company where all the smartest people want to work and all the best other companies want to do business with. I don't think a world where they become Palantir 2 can support their current capital expenditures.

Maybe they could try and rebrand as a "lifestyle brand" like Palantir has been. https://www.wired.com/story/palantir-wants-to-be-a-lifestyle...