Day November 26, 2025

OpenAI’s $500 Billion Valuation Hides Brutal Reality

OpenAI's $500 Billion Valuation Hides Brutal Reality

OpenAI’s $500 billion valuation masks projected cumulative losses of $115 billion through 2029. Google holds structural advantages with $98.5 billion cash reserves, proprietary TPU chips (60-65% more efficient than standard GPUs), and 4 billion users across owned platforms. Wall Street…

Did OpenAI Just Admit Google Is Winning?

Is Chatgpt losing

Sam Altman’s leaked memo confirms OpenAI faces competitive and financial pressure. ChatGPT’s market share dropped 14 percentage points whilst Gemini doubled its reach. OpenAI will burn $115 billion by 2029, whilst Google operates with $70 billion in annual free cash…