Appi
5.3K posts

Appi
@appi404
Founder: Building in Stealth



The internet economy is speeding up. Last year, businesses running on Stripe generated $1.9 trillion in total volume, equivalent to roughly 1.6% of global GDP. The 2025 cohort of new companies joining Stripe was both the largest and the fastest we’ve ever seen.








Three products killed in seven days. That's the number that tells you where OpenAI actually is right now. Monday: Instant Checkout scrapped. Only 12 Shopify merchants ever went live. Walmart said conversion rates inside ChatGPT were 3x lower than on their own site. Six months of "agentic commerce" produced almost nothing. Tuesday: Sora shut down entirely. Disney's $1 billion investment collapsed before any money changed hands. Their teams were working on Sora projects Monday evening and got blindsided by the announcement 30 minutes later. Downloads had already fallen 32% month over month by December. Thursday: Erotic chatbot shelved indefinitely. Internally called "Citron mode." They couldn't train models that previously avoided explicit content to reliably exclude illegal behavior. A senior employee quit over it. Their age-verification system has a 10%+ error rate. Now look at the financials behind these decisions. OpenAI hit $25 billion in annualized revenue in February. They're projecting $14 billion in losses for 2026 and $17 billion in cash burn. The IPO is targeting Q4 2026 at an $840 billion valuation. They need to file an S-1 in months. Every one of these killed products was a liability on that S-1. E-commerce checkout with no tax compliance infrastructure. A video app burning compute with falling downloads. An adult chatbot while the FTC is investigating AI harm to minors and Meta just got hit with $375 million in a child exploitation case. This is what pre-IPO cleanup looks like at $840 billion. You kill everything that creates a headline risk, consolidate into a "superapp" that combines ChatGPT, Codex, and Atlas, and pray the coding market is big enough to justify 65x revenue. The Pentagon contract was the tell. OpenAI rushed a $200 million defense deal the same day Anthropic got blacklisted, admitted it was sloppy, then spent a week rewriting the terms. That's a company optimizing for one thing: making the investor deck look inevitable before the roadshow starts.


Three products killed in seven days. That's the number that tells you where OpenAI actually is right now. Monday: Instant Checkout scrapped. Only 12 Shopify merchants ever went live. Walmart said conversion rates inside ChatGPT were 3x lower than on their own site. Six months of "agentic commerce" produced almost nothing. Tuesday: Sora shut down entirely. Disney's $1 billion investment collapsed before any money changed hands. Their teams were working on Sora projects Monday evening and got blindsided by the announcement 30 minutes later. Downloads had already fallen 32% month over month by December. Thursday: Erotic chatbot shelved indefinitely. Internally called "Citron mode." They couldn't train models that previously avoided explicit content to reliably exclude illegal behavior. A senior employee quit over it. Their age-verification system has a 10%+ error rate. Now look at the financials behind these decisions. OpenAI hit $25 billion in annualized revenue in February. They're projecting $14 billion in losses for 2026 and $17 billion in cash burn. The IPO is targeting Q4 2026 at an $840 billion valuation. They need to file an S-1 in months. Every one of these killed products was a liability on that S-1. E-commerce checkout with no tax compliance infrastructure. A video app burning compute with falling downloads. An adult chatbot while the FTC is investigating AI harm to minors and Meta just got hit with $375 million in a child exploitation case. This is what pre-IPO cleanup looks like at $840 billion. You kill everything that creates a headline risk, consolidate into a "superapp" that combines ChatGPT, Codex, and Atlas, and pray the coding market is big enough to justify 65x revenue. The Pentagon contract was the tell. OpenAI rushed a $200 million defense deal the same day Anthropic got blacklisted, admitted it was sloppy, then spent a week rewriting the terms. That's a company optimizing for one thing: making the investor deck look inevitable before the roadshow starts.


Bro makes fake livestreams and earns up to $5,000 a day. Internet these days is all fake


OpenAI is making shopping in ChatGPT richer and more visual with side-by-side comparison, image uploads and improved speed, relevance and product coverage, powered by extending the Agentic Commerce Protocol (ACP) for product discovery, rolling out to all free, Go, Plus and Pro users this week - OpenAI found that the initial version of Instant Checkout did not offer the level of flexibility they aspire to provide, so they are allowing merchants to use their own checkout experiences while focusing efforts on product discovery - Target, Sephora, Nordstrom, Lowe's, Best Buy, The Home Depot and Wayfair are already integrated into ACP for discovery, with third-party providers like Salesforce and Stripe supported so merchants can use systems they already have - Shopify merchants are automatically in through Shopify Catalog without extra work, and Walmart is introducing an in-ChatGPT app with account linking, loyalty and Walmart payments






















