this post was submitted on 31 Jan 2026
430 points (98.6% liked)
Technology
79874 readers
3224 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 2 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
They would be insane to prop up OpenAI beyond at cost hardware or cuda integration support / tooling.
The steam is running out on funding. It was a one time event, like crypto.
They will regress to what they were before. Pushing horridly overpriced workstation cards and price gouging gamers and pumping out substandard garbage cards for prebuilt “gaming” pcs assembled by others with a shitload of flashy lights and no substance.
You can bet they will continue to develop proprietary standards akin to Sony to try and accomplish another big win that makes them quadrillionaires.
They have already leveraged their stock beyond their entire pre-AI market cap. There is no return to the old days now. If the AI boom goes bust on them, they have left themselves impossibly exposed. They will owe more money than they can possibly pay back.
They took what should have been a slam dunk to sell shovels for a gold rush with a nice fallback to previous viable business into an existential threat to their business.
I think a good non-tech comparison is moderna. They made a shitload of cash from covid vaccines being state subsidized and then once the initial backlog of orders cleared they reduced to next to no cash flow. They're still better off than they were before (and nvidia will be too, there will always be some demand... but not years of backorders.) Moderna is still downsizing heavily though and can only have more layoffs unless something changes.
I'd say they will end up around 2-4x their original revenue, in ~5 years.