Alt Tom Finnell

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BREAKING: OpenAI's own CFO just privately admitted the company can't pay its bills. They're valued at $852 billion. They just raised $122 billion. And they're running out of money. Here's what's actually happening inside the most important company in AI: April 28, 2026. The Wall Street Journal drops a report that sends shockwaves through every AI-linked stock on the market. OpenAI missed multiple monthly revenue targets in early 2026. And CFO Sarah Friar privately warned colleagues that if revenue doesn't accelerate, the company may not be able to fund its own computing contracts. Not a short seller. Not a competitor. Their own finance chief. Oracle dropped 5.5%. Nvidia dropped. AMD dropped 4%. CoreWeave dropped 5.4%. Billions wiped in a single session. All because of one internal conversation that leaked. OpenAI has committed $600 billion in compute spending through 2030. That's not a typo. $600,000,000,000. Paid out to Oracle, Microsoft, Google, Amazon, CoreWeave, and Nvidia for chips and data center capacity. Take-or-pay contracts. That means OpenAI owes the money whether they use the compute or not. And the revenue to cover it isn't showing up. In 2025, OpenAI did $13.1 billion in full-year revenue. Still unprofitable. Cash burn is estimated to hit $17 billion in 2026 alone. Read that again. They're spending $17 billion this year. Bringing in less than that. And they've promised $600 billion more on top of it. Internal projections reportedly show cash expenditures will exceed $200 billion before OpenAI ever reaches positive cash flow. Friar isn't just worried about this year. She told colleagues the company isn't ready to go public in 2026 at all. Altman wants to file in Q4. Friar wants 2027. They put out a joint statement calling the WSJ report "ridiculous." Then Altman's own memo to employees surfaced. He wrote: "a lot of the things that we do that look weird, buying huge amounts of compute while our revenue is relatively small..." He said it himself. So how did the most valuable private company in history end up here? ChatGPT launched in November 2022. 100 million users in two months. The fastest product adoption in history. OpenAI was untouchable. Then Google released Gemini. Anthropic scaled Claude. And OpenAI started losing ground. Google took consumer market share and Anthropic took coding and enterprise. OpenAI missed its internal target of 1 billion weekly active users by year-end 2025. Subscriber defections reported. Monthly revenue targets missed, more than once. And here's the part the headlines buried: Anthropic just crossed $30 billion in annualized revenue in April 2026. While spending roughly a quarter of what OpenAI spends on training. OpenAI's annualized revenue: approximately $25 billion. Anthropic passed them. Altman committed $600 billion in compute because the strategy was always the same: Spend aggressively. Dominate. Monetize from dominance. It worked when OpenAI had no real competition. That window is closed. Now here's what this means for your money: Every AI infrastructure stock was built on one assumption. OpenAI's demand is infinite. Oracle's $300 billion compute deal. CoreWeave's entire business model. Nvidia's forward order book. All of it underwrote by the belief that ChatGPT would keep growing and the bill would keep getting paid. That assumption cracked Tuesday. Oracle down 5.5%. CoreWeave down 5.4%. AMD down 4%. Nvidia down. Retail investors had a narrative that felt safe. Until the WSJ publishes a conversation from inside the boardroom. That's how fast concentrated bets reprice. The investors who survived Tuesday weren't lucky. They were diversified. They had rules. When the story changes overnight, rules-based strategies don't flinch. That's the difference between a system and a bet...

America! Keep in mind that the democrats are not abandoning Eric Swallow well because he is evil, they are abandoning him because he is a liability to them, and can’t win!! His behavior fits the democrat way just fine!!! Reject the whole lot of them!! 🤬🤬🤬

JUST IN: Democrats soar in the 2028 Presidential Election odds. 61% chance they win.

BREAKING: Speculation is rising that Donald Trump is at Walter Reed Medical Center.

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