Other companies/institutions have heavy investments in OpenAI.
Other companies’ expected long-term revenue depends on OpenAI.
They are the “face” of LLMs to finance world. If they tank, the illusion shatters, and investments pulls out of “AI” everywhere.
I agree that Google, Meta, the companies will be fine, as you said. Nvidia/AMD will be fine. Even XAI will be fine. The physical companies and their business aren’t going anywhere.
But their stocks will drop precipitously, and drag others into the rut with them like a black hole.
It’s not that simple, as:
Other companies/institutions have heavy investments in OpenAI.
Other companies’ expected long-term revenue depends on OpenAI.
They are the “face” of LLMs to finance world. If they tank, the illusion shatters, and investments pulls out of “AI” everywhere.
I agree that Google, Meta, the companies will be fine, as you said. Nvidia/AMD will be fine. Even XAI will be fine. The physical companies and their business aren’t going anywhere.
But their stocks will drop precipitously, and drag others into the rut with them like a black hole.
So they’ll drop from inflated to fairly priced?
That I would not even try to predict. I don’t know how far this bubble burst will go.