The Contrarians with Adam and Adir

OpenAI Burns Billions, Temple & Webster Gets Crushed

August 28, 2026·39 min
Episode Description from the Publisher

Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business. 00:00 - OpenAI, Anthropic and The AI Money Problem14:39 - Temple & Webster Gets Whacked  Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

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