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Analyst: OpenAI is the "Lehman Brothers" of the industry—if it collapses, the entire market will crash

Analyst: OpenAI is the "Lehman Brothers" of the industry—if it collapses, the entire market will crash

格隆汇格隆汇2026/07/17 03:15
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Glonghui, July 17 — Independent analyst Ed Zitron recently stated that the artificial intelligence (AI) bubble is simple, because it is essentially a bubble centered around OpenAI. As OpenAI, the developer of ChatGPT, is set to carry out a significant IPO, this researcher and AI skeptic claimed that OpenAI is the sole reason people are paying attention to AI—and its failure would trigger a collapse similar to the one caused by Lehman Brothers’ bankruptcy in 2008.
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