OpenAI has long claimed to be compute constrained, with demand for ChatGPT supposedly exceeding supply, leading Sam Altman to sign many forward data center commitments.

OpenAI's operational performance and funding prospects are far worse than they want people to believe.

OpenAI is burning billions of dollars every month on top of trillions of dollars in future spending commitments with no clear answer for how it's going to get that money.

OpenAI is making AI cheaper and easier to use to increase consumption and justify its spending.

Sam Altman engineered an escape route for OpenAI called Project Stargate, a $500 billion master plan for independent data centers.