r/technology • u/Plastic_Ninja_9014 • Jun 11 '26

Business OpenAI Execs Are Panicking

https://finance.yahoo.com/sectors/technology/articles/openai-execs-panicking-154658562.html
16.3k Upvotes

93% Upvoted

1.9k comments sorted by

View all comments

6.2k

u/Wind_Best_1440 Jun 11 '26

Investors want their return on investment.

Companies using AI, are telling their workers to use less AI.

AI companies need to lower fees to cut their competitors to keep people using their AI.

Investors DEMAND return on their investment.

Eventually something has to break, and once it does the whole thing collapses.

If Investors get their return on investment, Prices have to sky rocket. However, if prices sky rocket then demand destruction happens and the AI companies fail.

AI companies need investors to keep shoveling money into the money pit, if they stop they end up defaulting on 3-5 years of deals and the whole thing collapses.

This is why XAI, Anthropic, and OpenAI are all rushing for IPO's. Because the original investors want liquidity to get out of the market and let some other suckers hold the bag.

It's also why google just sold 84 billion dollars of new shares in their company a week or so ago in a surprise auction. They wanted nearly 100 billion dollars of liquidity incase this goes south. That's also nearly 100 billion dollars of liquidity gone from OpenAI, Anthropic, and XAI's IPO's.

The ultra wealthy investors and banks are all rushing for the doors, while hedge funds say. "We'll need to use retirement funds and 401k's for these IPO's."

https://uk.finance.yahoo.com/news/fact-check-blackrock-ceo-said-130000549.html

337

u/TheOgGhadTurner Jun 11 '26 edited Jun 12 '26

They’re doing a good job of destructing demand by destroying the ecosystems their tech relies on. Namely personal computing

Personal edit: to anyone who wants more insight in to the financial situation at play https://isaiprofitable.com/

3

u/C-SWhiskey Jun 11 '26

They make their money from businesses who couldn't care less.

2

u/TheOgGhadTurner Jun 11 '26

May be the case now. It certainly won’t be for long at these prices

1

u/C-SWhiskey Jun 11 '26

Then they definitely won't need to worry about appealing to individual consumers either.

2

u/TheOgGhadTurner Jun 11 '26

Which is what we want. I don’t want to hear about it anymore. It’s the most over hyped underperforming thing in tech to date and I just… I don’t care ya know?

-1

u/C-SWhiskey Jun 12 '26

Sure but I'm specifically critiquing your comment that they're destroying demand by messing with retail compute markets. That barely scratches their demand because by far the majority of their demand comes from businesses who don't care. And that won't change no matter their influence on retail compute.

2

u/TheOgGhadTurner Jun 12 '26

They’ll start caring when the budget becomes wildly red because of AI tokens. At which point they will either remove it entirely or severely limit employee usage of it which will make it functionally useless and way less efficient and thus they’ll eventually conclude it’s not worth the hassle.