In less than a decade, Open AI became

one of the most powerful companies in

the entire world.

>> Here's how Altman built OpenAI from a

niche research lab into an 86 billion

dollar ring leader of the generative AI

boom. Chat GPT, OpenAI's main product,

quickly became widely popular, reaching

a staggering 100 million regular users.

>> AI chatbot Chat GPT is now the fastest

growing consumer app in history. That's

according to analysis by Swiss bank UBS.

It's estimated to have hit 100 million

active users in January, just two months

after launch.

>> This led the company to begin investing

billions of dollars at the beginning of

2023. However, these expenses no longer

guarantee improvements in its models.

>> They signed a $10 billion deal there.

He's diversifying his chip exposure with

AMD, with Nvidia. Uh we'll see if they

ultimately decide to sign with AWS.

>> According to a study, OpenAI currently

operates with losses of around $200

million every month. even if they are

losing a lot of money at the moment for

every customer they serve, even those in

the top subscription tiers.

>> Because of this, the company is taking

desperate measures. It is estimated that

so far in 2026, the company has placed

ads in around 90% of all its products

worldwide.

>> In January, OpenI began unveiling plans

to introduce ads for free users and chat

GBT Go subscribers in the United States.

>> Added to this is the instability within

the company's leadership. As in 2025

alone, around 10 high-ranking executives

resigned from their positions due to

differences with Sam Alman's leadership.

>> But this has absolutely been a trend for

OpenAI. Bulk of its co-founders are now

gone. You have names like Ilia

Sutzkavar, co-founder, left earlier this

year. John Schulman and Yan Ley went

over to rival Anthropic. Greg Brockman,

one of the founders, is on a leave of

absence. The list, all these factors

have caused this colossal company, a

pioneer in AI to begin facing problems

they may never have imagined. So why is

open AI falling behind in the AI race?

In recent years, artificial intelligence

stopped being a distant idea and became

an everyday tool for millions of people.

Thus, OpenAI managed to quickly position

itself as one of the most influential

organizations in the technological

world. Its main platform reached more

than 150 million users in less than 2

months, marking one of the fastest

growth rates in digital history. This

growth positioned Open AI as a leader in

the sector and led users to have high

expectations for innovation. However, as

the company continued to expand, small

problems began to emerge, revealing a

more complex reality. It is estimated

that its operating costs grew by more

than 70% in just a few years, driven by

the need to sustain increasingly large

and demanding systems. At the same time,

revenue did not grow at the same pace,

which began to create a very large gap

between what the company earned and what

it spent. In this way, what was once a

phase of rapid growth turned into a more

uncertain situation. The company now

faces problems that cast doubt on its

future stability.

>> There's a sizable section of people that

would love to see this company go down

in flames. And if things continue just

the way they are, they just may get

their wish. There's talk of the whole

company going bankrupt by 2027.

>> One of the most important problems the

company faces is that technological

advances are no longer as significant as

they were in its early stages. During

the first years, each new version

represented a meaningful change that

improved the user experience and

increased interest in the platform.

However, this dynamic has begun to

change. Although investment in

technology has multiplied by 10 in some

cases, the results obtained have not

grown in the same way. This indicates

that the effort required is increasingly

greater, but the impact is smaller.

>> If you look at how much money the

company is bleeding, what the general

analysis has been is that at this rate,

Open AI will not last very long. they'll

run out of cash very soon, even with all

the investments that they're getting

from other companies.

>> In addition, current improvements barely

reach 15% compared to previous versions.

This means that advances are becoming

slower and less noticeable for users.

Compared to the past, where changes were

evident and rapid, evolution is now more

gradual and less surprising, and this is

directly affecting public perception.

When improvements stop being clear,

interest also decreases, making it

harder to maintain the same level of

growth. ChatGpt usage also stalled in

late 2025. Average daily time spent per

user dropped from 27 minutes to 21

minutes.

>> Another key aspect of the crisis is the

company's financial situation. Despite

being one of the leading companies in

artificial intelligence, its operating

costs are extremely high. It is

estimated that it can spend up to $5

million per day to keep its services

active and running efficiently. On the

other hand, revenue is not sufficient to

cover these expenses. It is calculated

that it only reaches around 60% of what

is needed to sustain operations. This

forces the company to constantly rely on

external investments to continue

operating. This situation becomes more

concerning over time. Compared to other

tech companies that manage to stabilize

their finances in a few years, OpenAI

continues to accumulate losses. This

difference reflects a structural problem

in its business model. While costs

continue to rise, revenue does not grow

at the same rate, increasing the risk of

a deeper financial crisis.

>> Costs here are very high. You got data

centers, chips, talent, all of which are

key to building one of the leading AI

systems. I'm also hearing the company is

still in discussions right now to raise

as much as $40 billion in private

markets. Faced with this situation, the

company has begun to desperately search

for new ways to generate revenue. One of

the most recent strategies is the

incorporation of advertising into its

services, representing an important

shift in its original approach. It is

estimated that this measure could

increase revenue by 20% which would help

reduce part of the financial problem.

However, this increase is not enough to

fully cover current costs. Additionally,

this decision may affect the user

experience. Studies show that six out of

10 people prefer platforms without ads,

indicating that this change could cause

discomfort. Compared to other platforms

that were built with advertising, this

type of adjustment may be harder to

accept. Users are already accustomed to

an uninterrupted service, so any change

may affect their perception.

>> Open AAI recently announced that they're

going to be rolling out ads in Chat GBT

to its 900 plus million free users in

the next coming weeks.

>> At the same time, competition has grown

significantly. In its early years,

OpenAI had a clear advantage over other

companies, allowing it to lead the

market without major difficulties.

However, that gap has narrowed over

time. Currently, at least four major

companies offer similar services,

increasing the options available to

users. An important case is Google,

which has developed its own artificial

intelligence system called Gemini. This

model has been integrated directly into

products already used by millions of

people, giving it an advantage in

distribution and access. In addition, it

is estimated that seven out of 10 users

of digital services already use tools

linked to Google, making it easier to

adopt Gemini without needing to switch

platforms. This has caused Open AI to

gradually lose its leadership in AI

models. Compared to the past, when

options were limited, the market is now

much more competitive. This situation

forces Open AAI to constantly improve to

remain relevant against rivals like

Google and its Gemini system. how

quickly OpenAI's dominance is

diminishing with Google's Gemini in

particular catching up at a very rapid

pace, not only in terms of market share,

but also from a technological

standpoint.

>> Another important factor is the

company's internal situation. In recent

years, several top executives have left

their positions, creating uncertainty

about the organization's direction. It

is estimated that more than 25% of key

leaders have departed in a relatively

short period. A clear example of this is

that Sam Alman himself was dismissed by

the board in 2023. Although this

departure was temporary and he returned

to his position days later, it marked

clear instability within the company's

leadership. Moreover, this instability

has begun to spread to employees as

well. Around 40% of employees believe

there is no clear direction within the

company. This perception can affect team

motivation and performance. Compared to

other more stable companies, this

situation raises doubts about its

ability to face current challenges. And

a lot of that also relates to this

tension which I think we're sort of

seeing come to a head here in the idea

of of commercializing um and profiting

from AI.

>> Investment commitments represent another

major challenge. The company has planned

large infrastructure expenses for the

coming years to maintain its growth.

However, these investments are estimated

to exceed $100 billion, implying a very

high financial burden. Yet today,

OpenAI's revenues are no longer

sufficient to cover these high costs.

Compared to other companies that grow in

a more controlled way, this approach

involves greater risk. If revenues do

not increase, the situation could become

unsustainable.

>> Despite that revenue jump, it's not

translating to profits. Yet, OpenAI,

according to this source, does not

expect to be cash flow positive until

2029.

>> OpenAI faces a very complex crisis where

several problems are interconnected. As

with fewer advances compared to

competitors and its high costs, the

company is falling behind. If Open AI

does not manage to adapt to these

changes and finds a balance between

innovation and sustainability, this

could become an even more difficult

problem to solve over time.

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