📉 🤖 OpenAI is 'falling apart in real time' — and the worst is yet to come
Veteran investors George Noble and Michael Burry warn on X that all the signs of an OpenAI implosion are already visible — and the trend is only gaining speed.
What do they mean?
😵 Struggling AI chatbot
♦️ Noble says OpenAI declared “Code Red” in December as Google’s Gemini surged ahead
♦️ ChatGPT traffic fell in November — the second month-over-month drop of 2025 — while Gemini jumped to 650 million users
♦️ Reports say OpenAI’s major 2025 training runs failed to outperform earlier models
♦️ GPT-5 flopped. Users demanded GPT-4o back — and OpenAI restored it within 24 hours
♦️ “The company that was supposed to build AGI can’t even keep its chatbot competitive,” the Wall Street veteran says
🤑 It’s all about money
🔴 OpenAI reportedly lost $12 billion in a single quarter
🔴 Deutsche Bank projects $143 billion in cumulative losses before profitability
🔴 The bank’s blunt verdict:
“No startup in history has ever operated with losses on anything approaching this scale”
🔴 Noble adds that “It’s going to cost 5x the energy and money to make their models 2x better”
😱 When it rains, it pours
Musk’s lawsuit against OpenAI boss Sam Altman and Microsoft heads to trial in 2026 — with up to $134 billion in damages over claims OpenAI betrayed its NGO mission for profit
💭 The AI bubble problem
Burry — a long-time critic of the AI bubble — warns it won’t end with OpenAI:
“The government will pull out all the stops to save the AI bubble to save the market to save the economy,” he says. “The problem is too big to save — by that very same definition.”
THE COST OF THE AMERICAN DREAM HAS EXPLODED.
Owning a home.
Buying groceries.
Driving to work.
Paying insurance.
Even your morning coffee.
Nearly every major household expense costs dramatically more than it did just a few years ago.
Over the last 7 years:
• Coffee: +127%
• Home prices: +60%
• Auto insurance: +51%
• Gasoline: +49%
• Electricity: +44%
• Shelter: +35%
• Groceries: +33%
And that's before paying for healthcare, transportation, or eating out.
This is why so many families feel like they're falling behind even when they get a raise.
The biggest financial problem for millions of Americans is that everything is going up at the same time, while the government keeps showing a 2% inflation target.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Biohacker Bryan Johnson claimed he cloned himself as a newborn for the purpose of providing him blood and cells.