A new financial report questions OpenAI's long-term economic sustainability. According to the analysis, the company could run out of cash by mid-2027 if current trends continue.

High Costs and Competition

The analysis highlights how the training costs of artificial intelligence models are growing exponentially, while revenue growth is not keeping pace. The $100 billion "Stargate" strategy, promoted by Sam Altman, seems to be facing significant challenges. To further complicate the situation, competitors like DeepSeek offer performance comparable to GPT-5 at 95% less cost, eroding OpenAI's competitive advantage.

Business Model Sustainability

The report raises doubts about the long-term sustainability of OpenAI's business model, unless there is a significant breakthrough in the development of artificial general intelligence (AGI) that can generate new revenue streams.