Infrastructure Physics Will Crush OpenAI

This text argues that OpenAI is facing a terminal crisis due to unsustainable energy costs and the lack of a deep digital ecosystem. The author suggests that while ChatGPT acted as a pioneer, it is now being outpaced by Google’s integrated AI, which functions as an ambient utility rather than a standalone destination. As competitors like Apple and Anthropic gain strategic advantages, OpenAI risks becoming a "stranded asset" trapped in a financial chasm. Ultimately, the source predicts a 2026 "Great AI Correction" where the United States government may be forced to nationalise OpenAI to prevent a systemic economic collapse. This potential State Capture would transform the company into a public utility to secure American technological supremacy. Read the article.About the Author - Greg Twemlow writes and teaches at the intersection of technology, education, and human judgment. He works with educators and businesses to make AI explainable and assessable in classrooms and boardrooms — to ensure AI users show their process and own their decisions. His cognition protocol, the Context & Critique Rule™, is built on a three-step process: Evidence → Cognition → Discernment — a bridge from what’s scattered to what’s chosen. Context & Critique → Accountable AI™. © 2025 Greg Twemlow. “Context & Critique → Accountable AI” and “Context & Critique Rule” are unregistered trademarks (™).