Just came out that

@dylantettemer

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Why it worked

The video taps into current events and speculation surrounding major tech companies like OpenAI and Oracle, creating intrigue and discussion around their financial health and future prospects.

Summary

The video discusses OpenAI missing its revenue and user targets ahead of its IPO, suggesting potential financial difficulties for both OpenAI and Oracle. The creator speculates that OpenAI's business model may not be sustainable, drawing parallels to the WeWork IPO situation.

Structure

1OpenAI misses targets
2Oracle's potential involvement
3Concerns about OpenAI's business model
4Comparison to WeWork IPO

Product placement

OpenAI ACTS - it is a company that develops AI models and is aiming for an IPO. Removing its name would change what happens in the video. WSJ ACTS - it is a news publication that produced the article shown. Removing its name would change what happens in the video. WSJ TECH LIVE ACTS - it is a conference or event related to technology. Removing its name would change what happens in the video.

On-screen text

EXCLUSIVE ARTIFICIAL INTELLIGENCE Follow OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO The company's CFO and board questioned the wisdom of massive data-center spending in the face of slowing growth By Berber Jin Follow Updated April 28, 2026 at 1:49 PM WSJ TECH LIVE

Original caption

Not really a surprise? I guess we’ll see what they do from here #programming #coding #computerscience #ai #techtok

More from @dylantettemer

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Transcript

Just came out that OpenAI missed their key revenue, user targets, uh, before they go to try to an IPO. And I can't believe it, but I legitimately am starting to think that Oracle might actually cease to exist with all the debt that they're taking on, trying to build all these data centers for them. Um, or they're probably going to cease to exist because OpenAI is not going to be able to make the monthly payments, uh, in order for Oracle to stay afloat because Oracle right now is going to have massive debt that they have to pay and the only way that they can actually pay that is if OpenAI is meeting their targets for revenue and user growth. And, like I said, in my last video, they're probably going to go down as they start to tokenize, uh, tokenized billing because they cannot be profitable if they stay on a monthly subscription of a couple hundred bucks. It doesn't make sense. And then the really crazy thing is that if they do IPO, I can almost promise you that we're gonna have another WeWork situation. I don't know if you remember the WeWork situation, but basically when they IPO'd, everybody was able to get access to all their statements. They looked at it and they were like, this is probably one of the shadiest, uh, economic situations for a business that we've ever seen. And we all know what happened to WeWork.