a16z Analysis: OpenAI GDM Hires Hit Zero in 2026 as Neoclouds Rise

morgymcg · x · 2026-08-15

a16z's 'Charts of the Week' analyzes the rise of 'neoclouds'—companies repurposing crypto-mining infrastructure for AI compute needs, drawing parallels to historical infrastructure shifts. The report highlights a startling data point: OpenAI is projected to make 0 GDM hires in 2026, signaling a potentially brutal shift in talent strategy or market conditions.

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