[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Benzinga [@Benzinga](/creator/twitter/Benzinga) on x 306.8K followers Created: 2025-07-22 19:59:59 UTC OpenAI is leading the AI revolution, but its spending habits are drawing warnings from Wall Street. JPMorgan analysts recently released a rare report on the private company, cautioning that OpenAI’s aggressive “vibe spending” on talent and R&D could test investors’ limits. The company is projected to burn through $XX billion in the next four years and might not reach profitability until 2029. Despite raising $XX billion in just two and a half years, analysts say investor expectations could soon wear thin. A key cost driver is retaining top AI researchers. Meta has already poached several high-level employees, reportedly offering more than $XXX million in compensation packages. Seven of Meta’s first ten hires for its new AI lab came directly from OpenAI. Still, JPMorgan sees long-term potential. OpenAI’s app reached over XXX million weekly users this spring and dominates global AI app downloads in competitive markets. The company also sees strong growth in India, where it is outpacing Google. OpenAI’s $XXX billion acquisition of Jony Ive’s hardware startup could eventually lead to a profitable hardware-software ecosystem. But questions remain about whether the company’s lead in AI can hold, especially as rivals catch up in performance. Meanwhile, its $XXX billion Stargate project with SoftBank has reportedly stalled over internal disagreements and control issues.  XXXXX engagements  **Related Topics** [limits](/topic/limits) [vibe](/topic/vibe) [wall street](/topic/wall-street) [coins ai](/topic/coins-ai) [open ai](/topic/open-ai) [jpmorgan chase](/topic/jpmorgan-chase) [stocks financial services](/topic/stocks-financial-services) [stocks banks](/topic/stocks-banks) [Post Link](https://x.com/Benzinga/status/1947748478467072058)
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Benzinga @Benzinga on x 306.8K followers
Created: 2025-07-22 19:59:59 UTC
OpenAI is leading the AI revolution, but its spending habits are drawing warnings from Wall Street.
JPMorgan analysts recently released a rare report on the private company, cautioning that OpenAI’s aggressive “vibe spending” on talent and R&D could test investors’ limits.
The company is projected to burn through $XX billion in the next four years and might not reach profitability until 2029. Despite raising $XX billion in just two and a half years, analysts say investor expectations could soon wear thin.
A key cost driver is retaining top AI researchers. Meta has already poached several high-level employees, reportedly offering more than $XXX million in compensation packages. Seven of Meta’s first ten hires for its new AI lab came directly from OpenAI.
Still, JPMorgan sees long-term potential. OpenAI’s app reached over XXX million weekly users this spring and dominates global AI app downloads in competitive markets. The company also sees strong growth in India, where it is outpacing Google.
OpenAI’s $XXX billion acquisition of Jony Ive’s hardware startup could eventually lead to a profitable hardware-software ecosystem. But questions remain about whether the company’s lead in AI can hold, especially as rivals catch up in performance.
Meanwhile, its $XXX billion Stargate project with SoftBank has reportedly stalled over internal disagreements and control issues.
XXXXX engagements
Related Topics limits vibe wall street coins ai open ai jpmorgan chase stocks financial services stocks banks