How do you think OpenAI will offset its current losses? And will the AI bubble burst?

Yesterday, I came across a post saying that OpenAI projects a $14 billion loss in 2026. They’ve gone through several funding rounds, offer monthly subscriptions, and are now planning to integrate ads into search results (which means another revenue stream).

Realistically, I don’t think this loss will be covered in the short term, and profitability might only come over a longer horizon (if at all).

At the same time, I read this article on how big tech is spending insane amounts of money on AI, and investors are starting to get nervous. (e.g. Amazon, Microsoft, Meta, etc.).

Do these changes suggest the industry is going through a crisis?
And how do you see OpenAI’s future and its ongoing funding challenges?

Just curious whether OpenAI can lose its position under these circumstances.