AI Supremacy

AI Supremacy

OpenAI is about to face Real Competition

Cash burn and concerns over product execution mount regarding maker of ChatGPT

Michael Spencer's avatar
Michael Spencer
Jan 24, 2026
∙ Paid

Good Morning,

I wanted to share some of the things I’m watching with regards to the most funded AI startup in the entire world, OpenAI, with all my readers.

This week I’ve been drilling into the numb…

User's avatar

Continue reading this post for free, courtesy of Michael Spencer.

Or purchase a paid subscription.
© 2026 Michael Spencer · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture