Post
Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
‘Tan said that OpenAI reaching annualized revenue of $50B in September points to a viable business model but offers little guarantee on long-term profitability. Tan also warned that insufficient capital could become the next constraint on the industry’s growth.’ https://www.bloomberg.com/news/articles/2026-10-12/broadcom-ceo-likens-many-ai-investors-to-casino-gamblers
2026-10-12T16:15:27.262Z