This Is How OpenAI Goes Broke — ft. Sebastian Mallaby artwork
Prof G Markets

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

Jul 10, 2026 · 1 hr 5 min

Ed Elson sits down with Sebastian Mallaby to discuss why he believes there's a real chance OpenAI runs out of money within the next 18 months, and what that would mean for the broader AI industry. He also explains why he doesn't necessarily see Meta's decision to sell excess compute capacity as a bear signal, why he was encouraged by the Trump administration's new AI policy, and how he expects the…