Prof G Markets · Friday, July 10, 2026
Sebastian Mallaby expressed concern over OpenAI's financial sustainability, citing a high burn rate and the company's struggle to monetize its products effectively. He predicts a significant chance of the company either going bankrupt or being acquired.
“My bet is that over the next 18 months, OpenAI runs out of money.”
“So the burn seemed to me to be totally unsustainable.”
“And this news that you pointed out just recently, that they have delayed their IPO into next year, is just the latest icing on the cake.”