There were a lot of companies that were unprofitable during dot com and failed.

The question would be if openai is like Amazon or webvan or Netscape or AOL or…

I would argue that openai is more overextended than amaxon was, and worse, they aren’t really seen as the leading company anyway, nor do they have a strong hook. Anthropic is broadly more well regarded, and Google has the captive audience of phones and browsers.

Despite this reporting suggests openai maybe the most insane purchasing commitments.

I don’t think it ends well for openAI, however durable AI market ends up otherwise.