Research Desk
Business
Verified analysis of business models, market dynamics, and corporate decisions, grounded in public records and independent reporting.
OpenAI IPO Economics in 2026: $40 Billion Revenue Run Rate, $750 Billion Compute Plan and the Race to Become Profitable
OpenAI's annualized revenue run rate has reached roughly $40 billion, nearly double its pace at the end of 2025, while the company prepares for a possible public-market transition. That figure is a run rate, not audited annual revenue. The number that may matter just as much is $750 billion: the approximate cloud-computing spending OpenAI is now reported to be planning through 2030.
Ray Dalio's 2026 AI Bubble Warning: Why AI Can Win While Investors Lose, and What the $1 Trillion Buildout Really Means
Ray Dalio's 2026 AI warning is not a prediction that artificial intelligence will fail. It is an argument that genuine technological revolutions can still attract excess capital, leverage and valuations before their long-run commercial value is fully realized. BIS evidence confirms more than $1 trillion in AI capital expenditure, rising debt and growing private-credit exposure.
Who Really Pays Tariffs? What the 2026 Evidence Says About Your Money
Tariffs are collected from American importers, but the cost does not necessarily stop there. Federal Reserve research shows how tariffs move through businesses, prices and household spending, while the latest 2026 estimates put the average household impact at about $1,100 a year under current law.