OpenAI in 2025: 5 Reasons I'm Betting Against Them

Let's talk about OpenAI's viability as a company.

 In this episode, Dr. Joan Palmiter Bajorek discusses OpenAI and its flagship product, ChatGPT, while expressing concerns about the company's future. Hear the detailed feedback and make up your own opinion about whether OpenAI will be one of the big winners in a 5-10 year time span.

She outlines five key reasons for her skepticism and Joan emphasizes the importance of understanding the market dynamics and encourages listeners to remain cautiously optimistic while exploring AI tools.

Episodes Cited:

• Why is AI taking off now? Technical Trifecta for AI: GPUs, Big Data, and Machine Learning
• BONUS DeepSeek Shocks the Market! Competitive Strengths and Weaknesses
• AI Tools I Love #3: Perplexity: Search with Citations, Images, and No Ads (for now)

Sound Bites

• "I'm betting against them."
• "Volatile leadership is a concern."

Takeaways

💰 Profitability is a major concern for OpenAI.

⚖️ OpenAI's leadership has faced significant instability.

🚀 Competitors like Anthropic and Perplexity are gaining traction.

🌐 The AI landscape is becoming increasingly competitive.

💡 What is the road to profitability?

Spending $700k per day: https://www.businessinsider.com/how-much-chatgpt-costs-openai-to-run-estimate-report-2023-4?op=1

$20k per month “PhD Agent”: https://techcrunch.com/2025/03/05/openai-reportedly-plans-to-charge-up-to-20000-a-month-for-specialized-ai-agents/?guccounter=1

OpenAI Is Growing Fast and Burning Through Piles of Money (NYT, 2024):

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✨📘 Buy the Bestselling Wiley Book: Your AI Roadmap: Actions to Expand Your Career, Money, and Joy. Featured in Forbes!

Who is Joan?

Ranked the #4⁠⁠ in Voice AI Influencer, ⁠⁠Dr. Joan Palmiter Bajorek⁠⁠ is the CEO of ⁠⁠Clarity AI⁠⁠, Founder of ⁠⁠Women in Voice⁠⁠, & Host of ⁠⁠Your AI Roadmap⁠⁠. With a decade in software & AI, she has worked at Nuance, VERSA Agency, & OneReach.ai in data & analysis, product, & digital transformation. She's an investor & technical advisor to startup & enterprise. A CES & VentureBeat speaker & Harvard Business Review published author, she has a PhD & is based in Seattle.

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