Is AI in Trouble?

A viral headline claims OpenAI is projecting a $14 billion loss in 2026. That isn’t necessarily shocking — many tech companies lose money early on. But AI isn’t a typical tech cycle.

In this video, I break down why the economics behind AI matter more than the capabilities. Data centers, energy consumption, infrastructure buildout, and speculation-driven investment are shaping an ecosystem that may not be sustainable in its current form.

This isn’t anti-AI. It’s a sober look at the cost-benefit analysis, speculative capital, and why comparisons to the dot-com bubble are worth considering.