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OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick

OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick

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Milk Man

JAN 23, 2026

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In this episode of Milk Road AI, Duncan and Patrick break down OpenAI’s revenue ramp and explain why it kills the AI bubble narrative that’s been spreading across markets. As OpenAI scales compute from megawatts to gigawatts, revenue is following in lockstep. What once looked like reckless spending now looks like a deliberate infrastructure buildout, converting energy and compute into real, monetizable intelligence.

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