AI Bubble: Is OpenAI Going Broke? episode artwork

EPISODE · Jan 27, 2026 · 19 MIN

AI Bubble: Is OpenAI Going Broke?

from The John Johnston Lounge · host John Johnston

John Johnston (JJ) breaks down how Sam Altman’s OpenAI is burning billions per month, and has around $1.4 trillion in commitments, but with only 5% of users actually paying. Is the “last resort” business model of inserting advertising becoming the only way it can survive, and would that be enough? Is this a sign that large cracks in AI company finances are appearing, and also in the AI technology itself? Is the AI bubble headed for a bust?Related episodes:Elon Musk’s Tesla Predictions Fall Way Short Again https://open.spotify.com/episode/4GLwKH4JdiP13N9A1v7oj22 Risks To Kill The AI Boom: ‘Big Short’ Legend Steve Eisman https://open.spotify.com/episode/4WSx1Lv0xqpr0nw9ZPXkBwWhy All-In Podcast Tech Billionaires Don't Get the AI Backlash (ft. Tucker Carlson) https://open.spotify.com/episode/3vOcht7oeoJGu9nqevtT98Referenced video:OpenAI is Broke… and so is everyone else | Vanessa Wingårdh https://youtu.be/Y3N9qlPZBc0Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

Episode metadata supplied by the publisher feed · Published Jan 27, 2026

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