The Politics of AI Are About to Explode

The Politics of AI Are About to Explode – Odd Lots

Market views

Bearish

OPENAI— OpenAI faces unsustainable financials with $20B revenue but $75B in projected losses through 2028 and $1T in committed spend, creating significant bailout risk
AI— AI companies are failing to deliver on transformative promises, instead focusing on trivial applications like erotica rather than meaningful breakthroughs
DATACTR— Data centers face growing political opposition as power consumption becomes a campaign issue, with Democratic candidates winning elections by highlighting data center energy usage concerns
BIGTECH— Big tech AI initiatives face unprecedented bipartisan opposition across the entire political spectrum, creating significant regulatory and political headwinds
META— Meta faces similar content moderation issues as past Facebook scandals, with AI platforms experiencing the same problems around harmful content including suicides and inappropriate material

Not investment advice.