Kantrowitz: An OpenAI failure would harm tech industry momentum
Alex Kantrowitz · What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get? · Jul 27, 2026 · at 44:47
Host Alex Kantrowitz discusses hypothetical distressed acquisition and failure scenarios for frontier AI companies with Ranjan Roy.
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“I think it would be bad for them to fail, right? If you think about all the energy in AI, a lot of it has been sparked by open AI, right? Like, Google, Google missed you know, the chat bot moment, and only entered because of You know, ChatGPT, and sort of, you think about the enterprise side of things. OpenAI has sparked that. I don't know, I think it would be, it's, the energy of a company like OpenAI is overall good, despite its shortcomings, and it has plenty, I think it's overall good, and sort of, you would, you'd likely lose a lot of that if they sort of went in-house at Microsoft, and especially Apple.”
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