Market watchers are pointing out something interesting about OpenAI's current situation. While everyone's been obsessing over the Gemini competition, the real elephant in the room? Cash flow.

A prominent finance commentator recently highlighted that OpenAI's biggest challenge isn't fending off competitors—it's keeping the funding pipeline flowing. Building cutting-edge AI models burns through capital faster than most realize. We're talking massive compute costs, talent acquisition battles, and infrastructure scaling that would make your head spin.

Meanwhile, Google's sitting pretty with deep pockets and existing infrastructure. The narrative might focus on tech superiority, but the money game often decides who's still standing when the dust settles. In this race, runway matters just as much as innovation.