According to @godofprompt and economist Sebastian Mallaby, OpenAI may face bankruptcy as early as mid-2027, with a projected $8 billion loss in 2025 and $14 billion in 2026, totaling a $115 billion cumulative burn by 2029 (source: NYT, Council on Foreign Relations). The report highlights that 95% of ChatGPT's 800 million users do not pay, undermining OpenAI's revenue model. The recent introduction of ads in ChatGPT signals a strategic shift, but analysts argue this move reflects financial pressure rather than sustainable innovation. In contrast, tech giants like Google and Meta can absorb AI development costs through established ad revenues, a fallback OpenAI lacks. This financial instability could reshape the competitive landscape of generative AI, forcing startups and investors to reconsider business models and monetization strategies (source: NYT via @godofprompt).