OpenAI is in deep, deep trouble They are low on capital relative to the massive cash they are burning and there is only so much capital in t…

OpenAI is in deep, deep trouble They are low on capital relative to the massive cash they are burning and there is only so much capital in the world. No rational person would sell their Bitcoin or Nvidia stock or whatever to buy OpenAI rather than Anthropic. And nobody is going to acquire OpenAI for a trillion dollars. Instead, my guess is that they get absorbed by Microsoft or Amazon, at something like 30 cents on the dollar.

Source: Gary Marcus (X) | 2026-06-04