Uploaded January 2026 | Updated September 2026, 7 hours ago
I’ll gladly pay you Tuesday for a GPU today
pivot-to-ai.com/2026/01/23/openai-faces-cash-crunch-in-2026-as-bills-come-due - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
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Send in your story tips: dgerard@gmail.com
Sources:
OpenAI faces financial crunch point as huge supplier bills start to come due ifre.com/people-and-markets/2373243/openai-faces-financial-crunch-point-as-huge-supplier-bills-start-to-come-due
A business that scales with the value of intelligence openai.com/index/a-business-that-scales-with-the-value-of-intelligence
OpenAI CFO: IPO is not off the table, it's a question of when foxbusiness.com/video/6388147389112
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates ft.com/content/23e54a28-6f63-4533-ab96-3756d9c88bad
White House AI czar rules out federal bailout for the sector reuters.com/world/us/white-house-ai-czar-rules-out-federal-bailout-sector-2025-11-06
Previously on Pivot to AI:
OpenAI signs its $40 billion deal with SoftBank! Or maybe $30 billion, probably pivot-to-ai.com/2025/04/02/openai-signs-its-40-billion-deal-with-softbank-or-maybe-30-billion-probably
video: youtube.com/watch?v=8aP1zUUcmjk&list=UU9rJrMVgcXTfa8xuMnbhAEA
AI winter is in the air! But we think the AI bubble keeps going until 2027 pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027
video: youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
OpenAI does deals to make a deal — and the money is getting worried pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried
video: youtube.com/watch?v=YLvT2k9qmA0&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
I’ll gladly pay you Tuesday for a GPU today
pivot-to-ai.com/2026/01/23/openai-faces-cash-crunch-in-2026-as-bills-come-due - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy me nice things: amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips: dgerard@gmail.com
Sources:
OpenAI faces financial crunch point as huge supplier bills start to come due ifre.com/people-and-markets/2373243/openai-faces-financial-crunch-point-as-huge-supplier-bills-start-to-come-due
A business that scales with the value of intelligence openai.com/index/a-business-that-scales-with-the-value-of-intelligence
OpenAI CFO: IPO is not off the table, it's a question of when foxbusiness.com/video/6388147389112
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates ft.com/content/23e54a28-6f63-4533-ab96-3756d9c88bad
White House AI czar rules out federal bailout for the sector reuters.com/world/us/white-house-ai-czar-rules-out-federal-bailout-sector-2025-11-06
Previously on Pivot to AI:
OpenAI signs its $40 billion deal with SoftBank! Or maybe $30 billion, probably pivot-to-ai.com/2025/04/02/openai-signs-its-40-billion-deal-with-softbank-or-maybe-30-billion-probably
video: youtube.com/watch?v=8aP1zUUcmjk&list=UU9rJrMVgcXTfa8xuMnbhAEA
AI winter is in the air! But we think the AI bubble keeps going until 2027 pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027
video: youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
OpenAI does deals to make a deal — and the money is getting worried pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried
video: youtube.com/watch?v=YLvT2k9qmA0&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298










