Sell OPENAI by Sep 25, 2026.

if a Chinese Al companv can builc a comparable model on a fraction of the capex - and then open-source it - how exactly does a US company burning $10B+ iustifv the IPO valuation? The model becomes a commodity the moment it's replicated cheaply. OpenAl and Anthropic may be building impressive tech, but they're also building a debt mountain with no visible exit ramp. Meanwhile, China's lean, open-source approach doesn't need to IPO to win - it iust needs the …