📉 🤖 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.”
This guy wrote a 25 line Python script he claims "can probably unredact all of the Epstein files in less than 30 seconds".
"I am not suicidal, I am a great swimmer, and I look forward to living my life well into my 80s."
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US / Iranian Conflict
Raising to AmCON 3 (Incident Probable)
Due to the following: deteriorating negotiations between the United States and Iran; the surge in the past 48 hours of “final stage” US military assets into the Middle East; vacating US personnel from bases in Syria; the “Fatwa” issued last summer by Iranian clerics in the Summer of 2025 calling Muslims around the world to rise up if Iran is attacked; the numerous reports of Iranians who have infiltrated the US southern border in recent years and the warnings of “sleeper cells” in the United States, AmRRON is raising the AmCON one level, to Level 3 (Incident Probable).
AmRRON Special Guidance and Instructions:
AmRRON will remain at AmCON 3 until further notice, and we will continuously be monitoring the situation. Additional changes to the AmCON level, and any special instructions or guidance, will be posted here, as well as through the AmRRON member Telegram Channel, the AmRRON Corps Z-Net, and the AmRRON Mobile Team App....
If you’re a parent, this should make your stomach drop!
Every year, millions of families across America proudly display school photos of their children.
On refrigerators. In picture frames. Sent to grandparents and relatives across the country.
But here’s what most parents are never told…
Those school photos are taken by Lifetouch — the largest school photography company in America.
Lifetouch is owned by Shutterfly.
Shutterfly was acquired by Apollo Global Management.
And Apollo Global Management was co-founded by Leon Black — a name that appears in the Epstein files.
That means millions of children’s images are uploaded into databases every single year by a corporate structure tied to someone connected to Epstein.
Let that sink in!
https://vxtwitter.com/i/status/2019500982997041332