OpenAI could cancel its plans for an Initial Public Offering.
One new hidden company could profit from the AI spending boom – regardless of whether OpenAI, Anthropic, Google, or Meta is the ultimate winner. That’s because it turn AI trash – known as e-waste – into gold, silver and other valuable metals.
[Here’s how to secure Pre-IPO shares]([link removed]) for less than $5.
I’m expecting it will go public within 6-months. And early investors could see 370% gains with the IPO. That’s why I’m buying shares now – [go here to join me.]([link removed])
The Wall Street Journal reported Sunday that the company is missing its own revenue and user targets — and that its CFO is worried about whether the business can support the billions it's already committed to spending on data centers.
That's a significant development. And it has implications far beyond one company's balance sheet.
**OpenAI set an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year.** It missed. The company has also fallen short of monthly revenue targets in 2026 — in part because Anthropic has been taking market share in the coding and enterprise segments.
CFO Sarah Friar has reportedly told executives and board members that OpenAI isn't ready to go public. She's pushing for better internal controls and more financial discipline before any IPO filing. Meanwhile, CEO Sam Altman has been pushing for a more aggressive listing timeline.
The tension at the top is real.
This comes on the heels of another big story. OpenAI just restructured its relationship with **Microsoft (Nasdaq: MSFT)** — ending a longstanding exclusivity arrangement. Microsoft will still receive a cut of OpenAI's revenues through 2030. But OpenAI is now free to work with Amazon, Google, Oracle, and other cloud providers.
**The market wasn't impressed. Nasdaq fell 1% on Monday after hitting a fresh all-time high the session before.**
Here's what I think is the bigger story that's being underreported.
While OpenAI is struggling, Claude is winning.
Anthropic has been taking share from OpenAI in the coding and enterprise markets. The AI race is more competitive than most people realize, and the leader from two years ago isn't guaranteed to be the leader tomorrow.
For investors, that matters.
The OpenAI IPO was widely expected to be the second-biggest public offering of 2026, behind SpaceX. It now looks like Anthropic will be the first and only major AI stock IPO this year.
Want to grab shares of my #1 Pre-IPO? It’s now open to everyone – without any restriction.
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Ian Wyatt
Editor, Daily Profit
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