Nobody with a minimum of credibility says that. Everyone says this is clearly a bubble and yet it could go on another couple of years.
Nobody is timing it. But if you want to deny the obvious by numbers go ahead
> Newsletter: Based on estimates of their burn rate and historic analyses, I hypothesize that OpenAI will collapse in the next 12-24 months unless it raises more funding than in the history of the valley and creates an entirely new form of AI.
He posted this in 2024 June btw.
He certainly doesn’t believe that OpenAI has a new form of AI. So where’s the collapse? Since then the revenue growth was exponential.
https://x.com/edzitron/status/1817955630784917548
> Newsletter: Based on estimates of their burn rate and historic analyses, I hypothesize that OpenAI will collapse in the next 12-24 months unless it raises more funding than in the history of the valley and creates an entirely new form of AI.
He posted this in 2024 June btw. He certainly doesn’t believe that OpenAI has a new form of AI. So where’s the collapse? Since then the revenue growth was exponential.