alt Hacker NewsLess “too big to fail” and more the ecosystem is too circular. OpenAI could blow up and it wouldn’t take out the economy in the way the banks would have in 2008. It would create a world of hurt for VCs and their LPs but that’s a fairly isolated ecosystem in terms of the whole economy. Theres a lot of thinking saying better they impose now and wipe out on the private market than letting them go public and this is a public market problem.
They are already “too big to fail”.
" Our analysis suggests that the recent investments in AI-related categories have contributed significantly to the real GDP growth in 2025. It has surpassed the contribution of IT components to the real GDP growth made during the dot-com boom, both in levels and as a share of GDP. As firms continue integrating AI into their operations and building the infrastructure required to support it, these categories are likely to remain significant drivers of investment well into 2026 and beyond. "
https://www.stlouisfed.org/on-the-economy/2026/jan/tracking-...