We know what’s coming and we are prepared.
📉 🤖 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.”
Once hailed as a breakthrough in "green" energy, California's $2.2 billion Ivanpah solar plant is closing down after just 12 years.
Built in 2014, the project failed to deliver reliable power and became notorious for technical problems and environmental damage—including at least 6,000 bird deaths each year.
Source
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