A new financial analysis predicts OpenAI could burn through its cash reserves by mid-2027. The report warns that Sam Altman’s '$100 billion Stargate' strategy is hitting a wall: training costs are exploding, but revenue isn't keeping up. With Chinese competitors like DeepSeek now offering GPT-5 level performance for 95% less cost, OpenAI’s 'moat' is evaporating faster than expected. If AGI doesn't arrive to save the economics, the model is unsustainable.