Legendary investor George Noble says OpenAI is falling in realtime, writes 600-word long note saying why he thinks Sam Altman's company is in deep trouble

Veteran investor George Noble warns OpenAI is "falling apart" despite its $500 billion valuation. He cites internal "Code Red" alerts, declining ChatGPT traffic, massive quarterly losses of $12 billion, and unsustainable costs for tools like Sora. Key departures and Elon Musk's lawsuit further highlight significant internal turmoil and financial strain.

Legendary investor George Noble says OpenAI is falling in realtime, writes 600-word long note saying why he thinks Sam Altman's company is in deep trouble
Veteran investor George Noble warns OpenAI is "falling apart" despite its $500 billion valuation. He cites internal "Code Red" alerts, declining ChatGPT traffic, massive quarterly losses of $12 billion, and unsustainable costs for tools like Sora. Key departures and Elon Musk's lawsuit further highlight significant internal turmoil and financial strain.