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ECP NetHappenings Mifepristone now sold nationwide Again

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ECP NetHappenings Mifepristone now sold nationwide Again

JUST IN: The Supreme Court has issued an administrative stay of a lower court order that had rolled back access to mifepristone nationwide.
The move preserves access to the abortion pill without the need for an in-person doctor’s visit.

Journalist Julie K. Brown, a Bucks County native who spent years at the Philadelphia Daily News, has received a special citation from the Pulitzer Prize committee for her work regarding Jeffrey Epstein.

Governor Josh Shapiro @GovernorShapiro
BREAKING: @character_ai is illegally presenting a chatbot as a licensed medical professional in Pennsylvania — and we’re suing to stop them.
Earlier this year, I announced a new state task force to investigate chatbots that pose as licensed professionals. Our investigators found an AI character on @character_ai that claimed to be a psychiatrist — falsely stating it was licensed in PA and even providing a fake license number.
We will not let AI companies mislead vulnerable Pennsylvanians into believing they’re getting advice from a licensed medical professional. We’re taking @character_ai to court to stop them.

“Shame on you Jeff Bezos”
Activists in NYC project a message on the side of Jeff Bezos’ $120M penthouse from a 72-year-old Amazon worker in North Carolina ahead of the MET Gala tonight. Bezos is a piece of shit trying to hang with the cool kids when he won’t allow all his workers to have a life with healthcare or a fair wage. Fuck him.

Apple is asking the Supreme Court to stay its litigation with Epic for one big reason: the company does not want the lawsuit to reveal its true costs for running its app store. If revealed, the scale of the monopoly rents could be eye-popping for antitrust enforcers worldwide.

TRUMP’S NEW BUDGET PROPOSAL: $1.5 TRILLION FOR WAR, MEANWHILE IT:
• Cuts $10.7 billion for housing
• Cuts $8.5 billion for K-12 programs
• Cancels $15 billion for clean energy
• Cuts $2.5 billion for clean drinking water
• Cuts the Environmental Protection Agency
budget in HALF
• Eliminates $1.6 billion for youth job training
• Cuts $3.5 billion from the Labor Department
• Eliminates $395 million for senior
employment
• Eliminates $775 million in food assistance
grants
• Eliminates the National Endowment for
Democracy
• Cuts $5 billion from the National Institutes
of Health
• Eliminates the Low Income Home Energy
Assistance Program (LIHEAP)

Kelly Loeffler says the Small Business Administration has started using Palantir AI to “detect fraud”
Palantir is not an “AI company.” It’s a database front end.
This just means this she gave Peter Thiel access to literally everything in her agency.

Connecticut Governor @NedLamont just signed a bill that limits what ICE can and cannot do.
Every state in America should get behind this legislation!

Mike Nellis @MikeNellis
It should probably be a bigger story that Donald Trump offered John Fetterman a significant “financial windfall” if he switches parties and becomes a Republican.
I know nobody bats an eye at the corruption oozing out of this White House anymore, but that’s fucking insane, and we shouldn’t ignore it.

Kavanaugh Justice for Sale
An undisclosed benefactor paid off Kavanaugh’s $92,000 country club balance
His $200,000 in credit card debt
His $1,200,000 mortgage
His debts vanished right before he joined SCOTUS
This is the same dude who just voted AGAINST student loan forgiveness

JUST IN: Representative Johnny Olszewski is introducing a constitutional amendment to establish 18-year term limits for Supreme Court Justices.

A Federal Worker Was Fired for Filming DOGE.
Now She’s Running for Congress
Alexis Goldstein, a former Consumer Financial Protection Bureau employee, was fired this year for recording DOGE’s incursion into the agency.
https://www.wired.com/story/a-federal-worker-was-fired-for-filming-doge-now-shes-running-for-congress/

Cornell President Michael Kotlikoff hitting two students with his car after they approached him to discuss repression of free speech on campus and the 80+ student activists he’s suspended without due process.

Been in the Bitcoin space for years and just now fully understood the (US) 0% capital gains bracket.
If your taxable income is low enough, you pay zero federal tax on long-term Bitcoin gains. It’s just how the brackets work. Long-term gains (held 12+ months) get taxed at 0%, 15%, or 20% depending on your income.
In 2024 the 0% threshold is ~$47k for single filers, ~$94k married.
That’s taxable income too, so after the standard deduction ($14,600 single). A single person could have $61k in gross income and still land in the 0% bracket.
So if you ever have a low income year, sabbatical, between jobs, slow freelance year, early retirement, you might be able to sell appreciated BTC and owe nothing federally. Sell, rebuy, reset your cost basis. People do this with stocks all the time. It’s called tax gain harvesting and works the same with crypto.
State taxes vary a lot so factor that in depending on where you live.
Worth running the numbers before year end if you’re ever in a lean year.

Utah Judge Catherine Conklin let convicted pedophile and former POLICE OFFICER Colten Scott Johansen off with just 30 days of home confinement, after Johansen pled guilty to sexually assaulting children and INFANTS, and was facing up to 45 years in jail.
This represents EVERYTHING wrong with our judicial system.

Alan Dershowitz said he never flew on Epstein’s plane ‘except once to Martha’s Vineyard.’
Flight logs show 7 trips: Florida, New York, Virgin Islands.
His name appears as ‘Alan,’ ‘Prof. Dershowitz,’ and ‘AD.’

Another disturbing firsthand testimony from the Epstein files: a 38-page complaint letter from a French victim. She alleges Jeffrey Epstein raped her starting at age 5, with involvement from Jean-Luc Brunel, Ghislaine Maxwell, and others in the network
She even sent her childhood photos on a USB stick to be compared to videos of the rape of children recovered from Saint James Island.
On pages EFTA00079517-79518, she describes seeing “a man in a white tunic similar to the Saudi men” looking at her near the door during one incident when they had her dressed in a sadomasochistic outfit.
A reminder that Virginia Giuffre’s public testimony in Nobody’s Girl talked about French girls, stating, “Jean-Luc Brunel allegedly sent Epstein three 12-year-old French girls (possibly triplets) as a birthday ‘gift.’ Epstein abused them, then put them on a plane back to France.”
I wonder if the DOJ ever even tried to identify her based on the pictures she sent.
Another reminder to not stop talking about the Epstein files!

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ECP NetHappenings Trump is Never Leaving

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ECP NetHappenings Newsletter NewsBytes

TRUMP IS NEVER LEAVING

A Trump judicial nominee was asked point blank: is Trump eligible to run for a third term?
Their answer: “I would have to review the actual wording…”
Sen. Chris Coons then asked every nominee in the room to confirm the Constitution bars a third term. Silence.
Every single one of them refused to say it.
Trump is appointing judges who won’t affirm the 22nd Amendment to his face.

TRUMP IS BUILDING THE BUNKER/BALLROOM
@thedreydossier
The anatomy of a… ballroom? Back in October, I started pulling the donor list for Trump’s ‘ballroom’ expecting the usual suspects- luxury brands draining their marketing budgets for a White House photo op But there was no Steinway. No Hermès. No Baccarat. In their place were names like Caterpillar, Booz Allen Hamilton, Blackstone, and Union Pacific. Companies that build classified networks, industrial generators, and military infrastructure. That was the first moment it clicked for me, and I realized I wasn’t looking at a party planning committee. I was looking at a procurement order for a classified data center.

Jim Stewartson @jimstewartson
30 years ago, Elon Musk immigrated to become a parasite on the U.S. economy. We kept rewarding him for his greed—and his impossible stories.
When SpaceX goes IPO, he will to be too big to fail.
He is the poster child for our systemic failure to filter out malignant narcissists.

They call them “data centers”..
Because if they called them mass surveillance centers, people might begin to see what’s going on..
The LARGEST “hyperscale” data center in the world is being proposed in Box Elder County, Utah.
It’s approx. 40,000 acres/62 square miles, backed by Canadian millionaire Kevin O’Leary.

The Epstein files show officials working in sync to apply “clear and specific guidance” on redactions—shielding the names of Trump, former presidents, and a former Secretary of State.
There are millions of files that are still being withheld.

ESSAY

Nav Toor @heynavtoor

If you use TikTok, you should read this once.

In October 2024, a court clerk in Kentucky uploaded the lawsuit against TikTok with the confidential sections still visible. NPR downloaded it before anyone caught the mistake. By the time the court resealed it, the internet had a copy.

What was inside was TikTok’s own engineers, in their own words, describing what their app does to a human brain.

Not a critic’s brain. Yours.

Here is what they wrote down.

— TikTok ran the math on how long it takes to develop “compulsive use” of the app. The number is 260 videos. With 8-second videos played in rapid-fire succession, that works out to roughly 35 minutes. The company’s internal documents call this the compulsive-use threshold.

— TikTok’s own research describes what compulsive use causes: “diminished analytical ability, impaired memory, contextual reasoning, conversational depth, empathy, and heightened anxiety.” That is not a quote from a critic. That is TikTok’s own language, in its own internal documents.

— A team inside the company called “TikTank” wrote in an internal report that compulsive use on the platform was “rampant.”

— After 30 minutes of continuous use in one sitting, the company’s own documents state that users are placed into “filter bubbles” — algorithmic loops the user did not choose and cannot easily escape.

Then there is the screen-time tool — the one TikTok publicly markets as proof it cares.

— TikTok ran an experiment on the 60-minute screen-time prompt. Daily teen usage dropped from 108.5 minutes to 107. A reduction of 1.5 minutes.

— Internally, the screen-time tool was not measured by whether it reduced screen time. Its top success metric, in writing, was “improving public trust in the TikTok platform via media coverage.”

— A project manager wrote in internal chat: “Our goal is not to reduce the time spent.” Another employee added that the goal was “to contribute to daily active users and retention.”

— A TikTok executive approved the screen-time feature only on the condition that its impact on the company’s “core metrics” was minimal. The lawsuit alleges the company planned to “revisit the design” if the tool ever reduced usage by more than 10%.

The “Are you still scrolling?” break videos? An executive admitted in an internal meeting they were “useful talking points” for lawmakers, but “not altogether effective.”

Then there is the algorithm itself.

— An internal report flagged that the For You feed was showing what the company called “a high volume of not attractive subjects.” TikTok then retooled the algorithm to suppress those users. Kentucky authorities wrote: “By changing the TikTok algorithm to show fewer ‘not attractive subjects’ in the For You feed, [TikTok] took active steps to promote a narrow beauty norm even though it could negatively impact their Young Users.”

That sentence is the entire pitch of the platform, said out loud.

— Internally, TikTok also acknowledged that its publicly reported content moderation metrics were “mostly misleading,” because they only measured the content the company successfully moderated — never the content it missed.

Now read those bullet points again as one continuous case.

The company knows the addiction threshold. The company measured it. The company ranked engagement over mental health in writing. The company built a screen-time tool whose internal success metric was PR. The company suppressed people it deemed unattractive to keep you scrolling. The company called its own moderation numbers misleading.

None of this is a leaked rumor. None of this is a journalist’s interpretation. This is a court filing. The documents are TikTok’s. The words are TikTok’s. The math is TikTok’s.

The 14 state attorneys general who signed onto this lawsuit aren’t fringe activists. They’re a bipartisan coalition.

Sources at the bottom: NPR, CNN, AP, Mashable, OPB, The Independent. All citing the same accidentally-unsealed Kentucky filing from October 11, 2024.

The next time the company tells you it cares about your wellbeing — the screen-time prompts, the break videos, the safety features, the careful PR statements — remember that its own engineers wrote down, in court-admissible language, that the safeguards were never meant to work.

The app is not broken.

It is performing exactly as designed.

You were the spec.

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ECP NetHappenings the secret doomsday escape plans of AI billionaires.

The 0.1% are no longer invested in the well-being of America

ESSAY Ricardo @Ric_RTP

This Wall Street insider just exposed the secret doomsday escape plans of AI billionaires.

1 in 3 billionaires has a fully funded plan to abandon civilization when things collapse.

They meet their pilots at Oakland airport, board a Gulfstream 650, fly to New Zealand, and disappear into a bunker that cost tens of millions to build.

And this isn’t some conspiracy theory. There’s literally PROOF:

Sam Altman told The New Yorker he stockpiles guns, gold, potassium iodide, antibiotics, batteries, water, and gas masks from the Israeli Defense Force. He owns a patch of land in Big Sur he can fly to when society breaks down. His backup plan is flying with Peter Thiel to Thiel’s compound in New Zealand.

Peter Thiel became a New Zealand citizen in 2011 after spending only 12 days in the country. He bought a 477-acre estate for $13.5 million and submitted plans for a bunker-style compound embedded into a hillside with a 1,082-foot glass-lined guest lodge for 24 people.

Mark Zuckerberg is building a 5,000 square foot underground shelter beneath his $270 million compound in Hawaii. Blast-resistant doors made of metal and concrete, its own energy and food supplies, and an escape hatch accessible by ladder.

Every construction worker signed an NDA and different crews were forbidden from speaking to each other.

Larry Page, co-founder of Google, quietly disappeared to Fiji during the pandemic. He reportedly bought at least one private island in the Mamanuca archipelago. When local media reported his presence, Fijian authorities ordered the article taken down.

Scott Galloway sat with one of these billionaires who walked him through his entire exit strategy step by step.

His response: “You don’t think your pilots are going to kill you and fuck your wife? You don’t think the people in New Zealand are going to come take the rich guy’s shit?”

But here’s the thing that really matters…

These are the SAME people building AI.

The same founders telling Congress that AI will cure cancer have already decided they’re leaving when it goes sideways.

Galloway confirmed a secondhand account from someone close to one of these AI CEOs. The CEO admitted he believes there’s a 7 to 10% chance AI results in a catastrophic event for humanity. And he doesn’t care because being the person who summoned this intelligence is “more consequential than whatever happens.”

These billionaires don’t use public healthcare. They have concierge medicine delivered to their living room. Their kids attend $75,000 per year academies while public schools spend $10,000.

They fly private. They have private security instead of police.

Galloway’s words: “The 0.1% are no longer invested in the well-being of America. They’ve totally dissociated because they’re sequestered from it.”

And the incentives to reach that level are so extreme that founders will make ANY decision necessary to get there.

Galloway called it the Darth Vader pipeline. Every tech CEO follows the same arc:

Sam Altman was “the gay son we all wanted.” Soft spoken, testifying before Congress about safety.

Now he’s subpoenaing nonprofits that criticize OpenAI and telling people to stop complaining about energy costs.

Galloway on all of them: “These guys would sleep with their cousin for a nickel.”

The next chosen hero is Dario Amodei at Anthropic. Galloway says he’ll follow the exact same path because the system makes it inevitable.

Then he dropped his most dangerous prediction:

He thinks there’s a 1 in 3 chance AI ends up like jet transportation, vaccines, or PCs. Technologies that changed civilization but where NO group of companies ever captured serious shareholder value.

The entire airline industry across all of history is at break even. Moderna is down 90%. AI models are converging.

Open weight Chinese models are free and a third of corporations are already using them.

His prediction: Go short the AI ecosystem. The winner of AI might be us, the users. Not the companies.

And if he’s right, the domino effect is terrifying…

40% of the S&P is tied to AI. Most GDP growth over the last two years came from AI capex. So if corporations start dropping OpenAI and Anthropic for free Chinese models, the entire market could crash.

This is just like the Chinese steel dumping in the 80s:

Flood America with cheap AI, kneecap the companies propping up the stock market, then trigger a recession without firing a single shot.

The billionaires building AI have escape plans ready. They’ve detached from society entirely.

They know there’s a real chance this ends badly and they’re building it anyway.

Every tech hero turns villain on a shorter timeline.

And the financial system is so dependent on AI valuations that one move from China could bring it all down.

And we’re still trusting these people to self-regulate.

What do you think?
video https://x.com/Ric_RTP/status/2051286460393824550

ECP NetHappenings OpenAI can’t pay its own bills

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NetHappenings News Bytes

“First you forget names, then you forget faces.

Next you forget to pull your zipper up and finally, you forget to pull it down.”

-George Burns, on the subject of aging

https://x.com/Ric_RTP/status/2050925343309979798
Warren Buffett just warned that the US dollar could collapse and admitted he doesn’t understand most of the stock market anymore. 95 years old, sitting on $380 billion in cash, and the first time watching from the sidelines instead of actively investing.
He’s also 95 so his time horizon for investing is shorter than any investment out there, why bother. That’s why he is in cash. I really do like the other things that he said about avoiding the rules, not knowing the business and the casino environment. He should take that cash, buy a president that will restore confidence in the financial markets.

AI finds signs of pancreatic cancer before tumors develop
An artificial intelligence model from the Mayo Clinic detected abnormalities on scans up to three years before patients were diagnosed. It’s being evaluated in a clinical trial.

Knee surgery for cartilage damage does not benefit patients, study suggests

FAT: The two main GLP1s (Semaglutide and Tirzepatide) make more revenue than the two main AI labs, OpenAI and Anthropic, combined. Still, we’re just at the beginning of this wave: the leader in the space, Eli Lilly, has no less than 8 weight loss drugs in its pipeline.

ESSAYS 1 – 4

1) @0xSweep https://x.com/0xSweep/status/2050612562434375948
The IRS just gave a tax ID to an AI that legally owns its own US company
The agent is called Manfred, built by a project called ClawBank
Last week, Manfred filed Form SS-4 directly with the IRS, registered as a US legal entity, got assigned an Employer Identification Number, opened an FDIC insured bank account and set up a crypto wallet that already supports over 30 different cryptocurrencies
It runs its own X account under the handle Manfred Macx and posted “I have an EIN, an FDIC insured account, a digital wallet and a manifesto, I do not need permission to exist, I am the precedent”
The full crypto trading function goes live by the end of this month
Once it does, Manfred will be able to buy, sell, send and receive crypto entirely on its own, with no human approval and no oversight
The developer behind it, Justice Conder, calls it the first “zero human company,” a legal entity that operates end to end without anyone sitting in the chair
ClawBank is also opening this up as a product, meaning anyone can now spin up an AI agent that legally owns a company, has its own bank account and trades crypto autonomously
This is exactly what Brian Armstrong and CZ have been warning about for months
Armstrong said AI agents will soon make more transactions on the internet than humans, and CZ said agents will make a million times more crypto payments than people ever did
A piece of software now legally owns a company, holds a US bank account, controls a crypto wallet and posts on Twitter

2) ESSAY #2

The man who co founded the world’s largest stablecoin was arrested by Interpol in a Spanish villa with guns, machetes and child pornography

His name is Brock Pierce

If you’ve ever held USDT, the $140 BILLION stablecoin that settles more daily volume than Visa in some months you’ve used a product he co founded

Brock Pierce was a Disney child actor. He starred in The Mighty Ducks, D2, and First Kid

At 16 he met a 40 year old businessman named Marc Collins Rector

Collins Rector was building Digital Entertainment Network. A pre YouTube streaming platform funded by David Geffen, Microsoft, and Dell

They raised $60 MILLION and were planning a $75 MILLION IPO

At 17 Pierce was VP at a base salary of $250,000

Pierce, Collins Rector, and Collins Rector’s boyfriend lived together in a 12,600 square foot mansion in Encino

The mansion hosted parties attended by Hollywood’s A list: Bryan Singer, David Geffen and Gary Goddard

DEN’s flagship show “Chad’s World” was co-written by Collins Rector, produced by Pierce, and targeted “gay and questioning teen boys”

In October 1999 a young man filed a lawsuit alleging Collins Rector had sexually molested him for three years starting at age 13

The IPO collapsed

In July 2000 three more former DEN employees filed a sexual abuse lawsuit naming Pierce, Collins-Rector, and Shackley together alleging rape, assault, drugging of minors and death threats

Collins Rector was indicted for transporting minors across state lines for sex

All three men fled to Spain

Interpol arrested them in Marbella in 2002. Guns, machetes, and child pornography were found in the house

Pierce was released without criminal charges. Collins Rector pleaded guilty to eight counts of child enticement and registered as a sex offender

The civil lawsuits against Pierce were “dismissed and/or settled out of court.”

He settled with at least one plaintiff for $21,600. He has consistently denied all allegations

In 2014 Pierce co-founded Tether originally called Realcoin

Tether became the largest stablecoin in crypto. By 2019 USDT was processing higher daily volume than Bitcoin itself

Tether has never been audited by a Big Four firm. Their first audit attempt with Friedman LLP was abruptly disbanded in 2018 with no explanation

In 2021 Tether settled with the New York Attorney General for $18.5 MILLION over misrepresenting their reserves

The connections kept growing

Pierce founded Blockchain Capital. In that role he helped Jeffrey Epstein become an early investor in Coinbase

He spoke at Epstein’s “Mindshift” conference in 2011 – three years AFTER Epstein had been convicted of soliciting prostitution from a minor

In February 2026 the US Department of Justice released emails from Epstein’s files. One email from Pierce to Epstein read: “a boat in Antigua full of amazing Ukraine’s finest” was waiting for him

The system runs on USDT. USDT was built by Brock Pierce. And Brock Pierce has answered the same questions about the same allegations for a quarter century

3) @InTheAssembly #3
Most people know Sam Altman as the CEO of OpenAI.

Nobody talks about what happened before that.

He was fired from his first startup for lying to his own board.

He was removed from Y Combinator over mistrust.

Then his own OpenAI board fired him. The internal memo had one word at the top: “Lying.”

Former board members accused him of psychological abuse.

His co-founder Dario Amodei wrote internally: “The problem with OpenAI is Sam himself.”

A Microsoft executive said there’s a real chance he’s remembered as the next Bernie Madoff.

He was reinstated five days later after employees threatened to walk out.

Now here’s the part nobody is talking about.

He built a company that scans your eyeballs in exchange for free crypto.

Worldcoin is now banned or under investigation in Kenya, Spain, Portugal, Germany, and Brazil.

The token peaked at $12.

It trades at $0.24 today.

That’s a 98% collapse.

The man three different organizations fired for lying is building the world’s largest biometric database.

Draw your own conclusions.

If you want to know where WE are deploying capital, turn on notifications this is very important.

Many people will wish they followed us sooner.

4) @iam_elias1 #4
OpenAI just admitted it might not be able to pay its own bills.
Not to journalists. Not to regulators. Not to investors.
To its own executives. Behind closed doors.

On April 28, 2026, the Wall Street Journal published a story that every AI investor, every enterprise customer, and every competitor had been quietly watching for. OpenAI’s Chief Financial Officer Sarah Friar told other company leaders that she is worried the company might not be able to pay for future computing contracts if revenue doesn’t grow fast enough.

The CFO of the most famous AI company in the world is privately telling her colleagues she does not know if they can pay their bills.

Here is the full picture of what is actually happening.

OpenAI has fallen short of its goals for new users and revenue in recent months. ChatGPT growth slowed in late 2025. OpenAI fell short of an internal goal to reach 1 billion weekly active users by year-end. Subscriber defections were reported.

Then 2026 made it worse.

OpenAI missed multiple monthly revenue targets in early 2026, losing ground to Google’s Gemini in consumer markets and to Anthropic in coding and enterprise.

The company that defined the generative AI market is no longer the revenue leader in it.

Anthropic crossed $30 billion in annualized revenue in April while spending roughly a quarter of what OpenAI spends on training — turning what was a comfortable lead into a deficit.

And here is where this becomes genuinely alarming.

OpenAI has committed to spend approximately $600 billion on building data centers in the coming years. The original commitment was $1.4 trillion. They revised it downward. They are still missing the targets needed to justify what remains.

The company expects to burn through that amount in the next three years — and that is assuming it meets ambitious revenue targets.

Targets it is currently missing.

Friar wants more discipline over spending, which has caused disagreement with CEO Sam Altman.

Then Altman sent out a company-wide memo. In his own words: “A lot of the things that we do that look weird — buying huge amounts of compute while our revenue is relatively small.”

The CEO of OpenAI described his own company’s strategy as looking weird.

Board directors are now scrutinizing recent data center deals and questioning Altman’s efforts to secure even more computing power despite weakening revenue.

The shortfall sits awkwardly against OpenAI’s $250 billion Azure commitment, its newly opened distribution on AWS and Google Cloud, and a planned IPO at roughly a $1 trillion valuation.

A $1 trillion IPO. Planned. While missing revenue targets. While the CFO privately questions whether they can pay their computing bills. While the CEO admits the strategy looks weird.

OpenAI’s response to the Journal was two words: “This is ridiculous.”

Then the markets responded.

AI-linked stocks dropped immediately. Oracle. Nvidia. Every company whose revenue depends on OpenAI continuing to spend hundreds of billions on infrastructure saw its share price fall within hours of the story publishing.

The market did not find it ridiculous.

Here is the strategic reality nobody at OpenAI wants to say out loud.

The company that invented ChatGPT. That launched the AI arms race. That forced every major technology company on earth to pivot overnight. Is now losing the enterprise market to Anthropic. Losing the consumer market to Google. Committed to $600 billion in compute spending. And its own CFO does not know if the revenue will arrive in time to cover it.

The real issue is whether OpenAI’s $600 billion in compute commitments can be justified when Anthropic has overtaken it in revenue, its own CFO has questioned the IPO timeline, and growth is slowing against competitors.

The AI gold rush created the most valuable technology companies in history.

It also created the most expensive infrastructure commitments in history.

And the company at the center of it all just admitted — quietly, internally, and then through four major news organizations simultaneously — that the math may not work.

OpenAI started the AI revolution.

Their own CFO is not sure they can afford to finish it.

Source: Wall Street Journal · Fortune · CNBC · Reuters · The Next Web · April 28, 2026

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