Editing Openai/69408f2e-3acc-800c-a0c5-7ab1f3f9f65c (section)

==== - ❌ My earlier conclusion was not wrong ====
* ❌ The sources are not lying
* ✅ They are answering different questions
* ⚠️ Many people do conflate accounting losses with economic failure
* 🧠 The core AI business is real; the excess hype is what will get washed out

If you want, next we can:
* Compare OpenAI’s situation directly to AWS (year by year)
* Do a “what if they cut R&D by 50%” scenario
* Talk about who actually gets wiped out when the AI shakeout happens

Just tell me where you want to go.