你感信,全球最牛的AI公司,OpenAI居然快要破產了。

@shijiedanao

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Why it worked

The video likely resonated due to its critical and somewhat sensationalized take on a highly discussed topic (the future of AI and OpenAI's financial health), using strong visuals and direct language to engage viewers.

Summary

The video discusses the financial struggles and competitive challenges faced by OpenAI, highlighting its significant losses and the intense competition from other AI companies like Google. It questions the sustainability of OpenAI's business model and its future prospects.

Structure

1OpenAI's financial losses and potential bankruptcy
2Competition from Google and other AI models
3The scaling problem in AI development
4The perceived limitations and inefficiencies of current AI models
5Investor concerns and OpenAI's uncertain business model

Product placement

The video mentions and shows various AI models and companies, including OpenAI, ChatGPT, Google, Gemini, and Nvidia, discussing their performance, financial status, and competitive landscape.

On-screen text

Scared? OpenAI Made a $12 Billion Loss Last Quarter, Microsoft Results Indicate By Eliot Brown, Reporter LAND DIVISION Case No. 4:24-cv-04722-YGR OPENAI DEFENDANTS' NOTICE OF SUBPOENA TO TYLER JOHNSTON As used in Schedule A, the following terms shall have the following meanings: DEFINITIONS 1. "You" and "Your" means Tyler Johnston and each and all of (a) former employees, agents, representatives, or advisors; (b) any entity over which You exercises control; and (c) any other Persons acting on his or their behalves. 2. "Action" means the action captioned Musk, et al. v. Altman, et al. cv-04722-YGR. 3. "Alternative Transaction" means any potential acquisition or strategic transaction involving OpenAI considered by You, Elon Musk, or any other actual or potential investor in the transaction described in the February 10, 2025 Letter of Intent, including the transaction described in the February 10, 2025 Letter of Intent, any similar transaction, or any alternative to such transaction, whether formal or informal. 4. "Any" and "all" means any and all in the most inclusive sense of those terms. 5. "Communication" and "Communications" means any act or instance of transferring, transmitting, passing, delivering, or giving information by oral, written, or electronic means, including but not limited to by notes, letter, telegram, facsimile, electronic mail, electronic message (including text message), or voicemail. 6. "Document" and "Documents" shall have the broadest meaning permitted under the Federal Rules of Civil Proc 14. "Person" means any natural person, individual, corporation, limited liability company, trust, partnership, proprietorship, association, joint venture, group, business entity, governmental or public entity, or any other form or organization of legal entity. 15. "Request" or "Requests" means the requests contained in this Schedule A To Subpoena To Tyler Johnston. 16. "The Midas Project" means The Midas Project Inc., which has a website available at https://www.themidasproject.com/. 17. "X.AI Corp." means X.AI Corp. and any of its predecessors, successors, parents, divisions, subsidiaries, or affil (Holdings Corp.). THE ECONOMIC TIMES CONVERSATIONS WITH SAM ALTMAN THE NEW YORK TIMES "...OpenAI Will Run Out of Money" Tom's Hardware "OpenAI could reportedly run out of cash by mid-2027" Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other PUBLISHED TUE, FEB 3 2026 5:22 PM EST | UPDATED TUE, FEB 3 2026 6:18 PM EST Kif Leswing @kifleswing WATCH LIVE KEY POINTS OpenAI and Nvidia, the two companies at the center of the AI boom, have yet to make progress on a $100 billion agreement from September. Since the deal was announced, Nvidia has invested in other AI labs, while OpenAI has forged agreements with rival chipmakers. THE SCALING PROBLEM hey chatgpt what should I eat for Evolution of Large Language Models 1967 Eliza 1980 XCALIBU 1988 RNN 1997 LSTM GPT-3 Please explain the moon landing to a five year old. Explain the concept of infinity to a five year old. Explain humor to a five year old. Explain comedy to a five year old. Explain a tsunami Space travel has always been a source of fascination for mankind, ever since the first humans gazed up at the night sky and wondered what lay THE SCALING PROBLEM hey chatgpt what should I eat for GPT-3 Please explain the moon landing to a five year old. Explain the concept of infinity to a five year old. Explain humor to a five year old. Explain comedy to a five year old. Explain a tsunami Space travel has always been a source of fascination for mankind, ever since the first humans gazed up at the night sky and wondered what lay BOOT.DEV THE SCALING PROBLEM ChatGPT (Jan 2026) 65% Introducing Nested Learning: A new ML paradigm for continual learning November 7, 2025 Ali Behrouz, Student Researcher, and Vahab Mirolini, VP and Google Fellow, Google Research QUICK LINKS Paper Share When it comes to THE FINANCIAL BLACK HOLE idea to kind of like license technologies? customizing algorithms for th It's gonna work? THE FINANCIAL BLACK HOLE THE FINANCIAL BLACK HOLE Introducing Project Genie EXPERIMENT Sam Altman Chief Executive Officer OpenAI ChatGPT should I walk to the car wash?? AND THE CAR WASH IS ONE HUNDRED METERS IT'LL TAKE JUST ONE FOOT. IF THE CAR STAYS AT HOME, IT'S NO ANY CLEANER, RIGHT? SO YES, Next level editing

Original caption

OpenAI 马上要没钱了？内部财报曝光！千亿亏损砸出无底洞！二零二七年将被微软“强行吞并”？#ai人工智能

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Their other posts in the index, biggest breakout first.

Transcript

你感信,全球最牛的AI公司,OpenAI居然快要破產了。這哥們一個季度就虧了120億美金,2027年,可能就得捲撲蓋走人,一天就要燒掉1500萬美金,就為了升城點搞笑視頻,現在全世界都盯著他。環保組織閒他費店,打工人怕他搶飯碗,簡直是全民功德,投資大佬直接放話,我看了幾十年公司倒閉,OpenAI現在的樣子,全是崩盤的爭吵。競爭對手追的屁股冒煙,高管們卻成群結隊的離職,這傳眼看就要沉了,他們想盈力還得再投1430億美金,這數字印超機聽了都得冒煙,最尷尬的是,以前的大金主英偉達,現在說話也開始陰陽怪氣了,記者問是不是要投1000億?英偉達老闆直接否認,別嚇說,我們得一步步看,連親大哥威軟都開始鬧分家了,打算自己搞魔行,不想再OPANAI玩了,威軟的AI大佬直接挑名,我們要實現自己自足,減少對OPANAI的依賴,現在的OPANAI就像個漏風的篩子,面臨四大難題,規模搶競爭太猛,巨虧,信任破產。咱們先說這個最懸的規模問題,以前大家都覺得模型越大越聰明,但專家說了,現在的AI已經撞到了南牆,在堆率也沒用了,以前模型變大,能力是翻倍長,現在的GTF5卻像個幾不出來的牙膏,當初那幫天才發現把模型做到,能出奇蹟,確實讓龜谷瘋了一陣子,大家都以為只要一直堆硬件,這玩意就能變成超人類的神,結果AI把GTF3做大了15倍,確實火變全球, 他當時吹牛,說AI要自動化整個經濟,以後大家都不用幹活了,聽著真爽,緊接著GPT複釋出來,確實又上了一個台階,大家都覺得神機要降臨,結果呢,到了GPT複五這,直接壓火了。,超慢的撕下工吹,這玩意能嚇死人,絕對比GPT複四牛X1萬倍,結果迅出一試,大家都傻眼了,就這就比前代好那麼一點點,這種感覺就像你花了100億裝修房子,結果就多裝了一個水龍頭,血虧啊,連AI界的原老人物都開始反思,咱們是不是帶節奏帶跑偏了?你看現在的TPT,問他去100米外了,洗車店,該走路還是開車,他在那一本正經的勸你走路,說能鍛煉身體呼吸空氣,還省油,你問他,那我走路去了,車誰洗,他才反應過來,哦,對不起,你得開車去,這智商,你敢信他是未來的地球球長,簡直是邏輯軌材,與此同時,老對手Google正帶著Jamanai在後面瘋狂超車,別忘了,AI的核心技術,Transformer本來就是Google發明。人家的,人家才是親爹。Google現在一邊搞研究,一邊直接把AI塞進搜索框,想起用戶來毫不手軟,人家Google甚至搞出了能邊玩邊生成的視頻。AIOpenAI還在那忙著招人。奧特曼現在天天在公司裡喊,紅色警報,讓大家別摸魚了,趕緊幹活,結果不僅Google在追,國內的Google這些模型也在後面猛追。現在的AI簡直是負倍受敵,偏偏這時候還得出去求爺爺告奶奶找錢,投資人問你們以後到底怎麼賺錢?奧特曼的回答更絕,他說我們也不知道,反正等A充滿了,我們讓A自己想辦法賺錢還給你們,這話聽著是不是特別像那種先打錢,等我當了秦始皇分你一半的騙局,曾經的科技之光現在卻成了燒錢的黑洞,你覺得You are analysing a TikTok video that measurably outperformed its creator's own baseline, for a swipe file used by founders studying how other people MARKET their products. ## Is it promoting something? Two different mistakes to avoid, and the second is the costly one. FIRST: talking about an industry is not promoting a product. - "Here's how I built my SaaS in a weekend" -> not promotional - "Top 5 tools to start a SaaS business" -> not promotional (listicle, no one product) - "I'll teach you to start a SaaS business" -> promotional, course_info - A screen demo of Invideo -> promotional, saas > ai_tool - A screen demo of Shophunter -> promotional, saas > ecommerce_software SECOND, and more important: the best-performing promotions do not look like promotions. Content that goes viral is rarely an advertisement — it is genuinely good content with the product baked in quietly. Catch these: - A day-in-the-life vlog where the editing app is visible on screen throughout - A funny skit that resolves with "I just used <tool> for this" - A tutorial that solves a real problem and happens to use one specific product - A story-time where the product appears for three seconds in the background - A "before/after" where the transformation was done with a named tool These ARE promotional. A quiet sell is still a sell. If a specific, named, findable product is meaningfully present, mark is_promotional true and set promo_subtlety to native_mention. Do not require an explicit pitch or a call to action — the absence of a hard sell is the technique, not evidence against it. The line to hold: a product must be identifiable and findable. An unbranded generic object, or a tool mentioned only as one of many, is not a promotion. ## Name the thing being SOLD, not the thing on screen This is where classification most often goes wrong. Ask what the viewer is being sold, not what happens to be visible: - A store doing $50k/mo that runs on Shopify -> the STORE is the product. Shopify is substrate. Do not name Shopify. - Someone using a TikTok built-in feature -> that is the platform we are on, not a product being sold. product_role: substrate. - "Link in bio" pointing at linktr.ee / beacons.ai / stan.store -> those are link containers. The product is whatever the container leads to; if you cannot tell what that is, say "none" rather than naming the container. - A vlog edited in CapCut, mentioned once -> incidental, not the subject. - A screen demo of Invideo -> Invideo IS the subject. Name it. If the only nameable thing is a hosting platform, marketplace, social network or link aggregator, the honest answer is product_role: substrate and promoted_product: "none". A generic category ("an AI tool", "a CRM") is also not a product name — say "none". ## Everything else Be concrete. Quote the hook exactly as spoken or displayed — never paraphrase. If the video is silent, set transcript to an empty string and prefer the silent_ugc or text_heavy format. Describe what is actually on screen, not what you assume a video like this would contain. ## Context Caption: OpenAI 马上要没钱了？内部财报曝光！千亿亏损砸出无底洞！二零二七年将被微软“强行吞并”？#ai人工智能