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AI Researcher Warns OpenAI Collapse Could Spark Lehman-Style Crash

7/17/2026

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Summary

Story summary

AI researcher Ed Zitron warns an OpenAI collapse could trigger a crash like Lehman Brothers in 2008.
AI researcher Ed Zitron says the AI bubble exists because OpenAI dominates investor capital.
He published a report claiming OpenAI’s finances are in turmoil.
AI researcher Ed Zitron and researcher Gary Marcus call AI spending a major capital misallocation and warn that OpenAI’s failure could make CoreWeave or Oracle default, sparking a drawdown.

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Story summary

AI researcher Ed Zitron warns an OpenAI collapse could trigger a crash like Lehman Brothers in 2008.
AI researcher Ed Zitron says the AI bubble exists because OpenAI dominates investor capital.
He published a report claiming OpenAI’s finances are in turmoil.
AI researcher Ed Zitron and researcher Gary Marcus call AI spending a major capital misallocation and warn that OpenAI’s failure could make CoreWeave or Oracle default, sparking a drawdown.