Ed Elson sits down with Sebastian Mallaby to discuss why he believes there&#x27;s a real chance OpenAI runs out of money within the next 18 months, and what that would mean for the broader AI industry. He also explains why he doesn&#x27;t necessarily see Meta&#x27;s decision to sell excess compute capacity as a bear signal, why he was encouraged by the Trump administration&#x27;s new AI policy, and how he expects the AI race to unfold over the coming years. Sebastian Mallaby is a prominent journalist, author, Pulitzer Prize finalist, and senior fellow at the Council on Foreign Relations. His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

Prof G Markets

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[SPEAKER_C] Welcome to Prof G Markets. Cracks are forming in the OpenAI story. Last week, the company reportedly proposed giving the US government a 5% stake worth roughly $43 billion as a way to share the upside of AI with the public.

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

Read the full transcript

The candid version is on a podcast,
not the earnings call.

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.