OpenAI Just Admitted the Consumer AI Race Is Rigged

And the admission changes everything about what this industry actually is.

There’s a moment every company eventually hits when the story they’ve been telling the market and the story their spreadsheets are telling them stop matching up. It’s uncomfortable. It usually gets papered over with a press release about “strategic focus” or “doubling down on core strengths.”

OpenAI hit that moment last week. And they at least had the de…