OpenAI misses $1 billion weekly user target and revenue goals while facing $600B compute commitments and a $150B lawsuit from Elon Musk, yet competitive AI releases and cyber security breakthroughs suggest the real constraint is power and compute, not demand—as hyperscalers commit $725B+ to capex in 2026 and retatrutide emerges as a potential metabolic game-changer. OpenAI missed its 2025 targets for ChatGPT users and revenue while maintaining $600 billion in compute spending commitments, creating tension with CFO Sarah Fryer over cash flow sustainability before planned IPO.