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I was going to post this, glad I checked first.

He has some detailed analysis of their debt situation, which looks bad because it's in the billions. But it's also possible they just pull a massive investment from government which takes an interest in AI for war / security reasons.

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They're taking UAE money and it's part of what Trump announced during the middle east tour.

https://www.cnbc.com/2025/05/16/trump-middle-east-openai.html

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The sad part is we have some AI companies in the Bitcoin space underfunded, lacking funding, or not being funded. Everyone afraid to take on big brother.

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