OpenAI: The curse of the expectations treadmill. Part II #openai #technology #ai

I think that open AI has you know maybe a bit to their own success to an extent but I think they have reached that point where they are at that expectations trebble now and because they wanted to hit a billion and they only hit 900 million, I think they're going to run into some short short-time headwinds. Maybe it delays the IPO, you know, maybe it stops them being able to attract some of the top talent that they wanna attract for a very short period of time. But what I'm what I am sure of is that is definitely not the end and I don't I don't see it capitulating and crashing in in the near term. I think the question of as to whether they do eventually run out of cash is is 100% valid but right now I see it as a short term kind of headwind of meeting that expectation treadmill and yeah my my instinct is that in the short term they're gonna come through it pretty unscaved.