Aubrey on OpenAI: The beginning of the end?

OpenAI has been at the centre of the AI boom, but new analysis suggests the foundations of that trillion‑dollar ecosystem may be showing early signs of strain. From rising infrastructure costs to slowing user monetisation and ripple effects across the semiconductor supply chain, the latest insights from Aubrey Capital Management raise important questions about what comes next for the industry.

If you’re following the future of AI, investment cycles, or the sustainability of current tech valuations, this piece is well worth a read.

Read the full article here: Aubrey on OpenAI: The beginning of the end? - Wealth DFM