Buy OPENAI by Nov 16, 2026.

TLDR: 1. Inference margin is 55\~70% for OpenAI and Anthropic. 2. Training model cost should be single digit billions *O*($1B). 3. The secured investments are *O*($100B). There are a few reasons to be bearish on AI industry that I will list at the end, but most of current AI bears’ thesis are based on misinformation. The bears argue that OAI/ANTH are massively subsidizing the customers and incinerating money they received purely from blind investors. But have they done their research …