Deep Dive: What Happens if OpenAI Fails?

Deep Dive: What Happens if OpenAI Fails?

From The Rundown by Public.com

May 2, 2026 · 17 min

About this episode

Zaid explores the challenges facing OpenAI, including internal tensions and competition, and discusses the implications for its business model and potential public offering.

In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI is actually ready to go public.

People in this episode

Host: Zaid

Topics covered

  • OpenAI
  • business model
  • advertising
  • AI competition
  • public offering

Keywords

  • OpenAI
  • Sam Altman
  • ChatGPT
  • advertising
  • AI trade
  • competition
  • public offering

Mentioned in this episode

Organizations: OpenAI, Anthropic, Google

Products: ChatGPT

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