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Better Offline - Monologue: AI Hits A Wall
Description
In this week's Better Offline monologue, Ed Zitron runs through how Anthropic and OpenAI’s revenue growth is decelerating, and how OpenAI’s pause on model development and collapsing economics create the very real possibility it could collapse.
EDITOR’s NOTE: I incorrectly say at the beginning of this that NVIDIA’s earnings were this week. They’re next week. Sorry!
Newsletter: What If OpenAI Dies? https://www.wheresyoured.at/what-happens-if-openai-dies/
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