The Market's Dangerous AI Delusion

Author

Don Kaufman
October 28, 2025

Don Kaufman here. 

The entire marketplace is now based around one company that isn't even technically for-profit yet.

Microsoft gaps up 3% on partnership news. PayPal rallies on collaboration announcements. Oracle mortgages its entire corporate existence building infrastructure. 

Every major tech move revolves around developments from one entity.

And that entity literally doesn't exist as a real company yet.

OpenAI is still structured as a non-profit that they're frantically trying to recapitalize into an actual business. 

We're watching trillion-dollar public companies make existential bets on a legal entity that hasn't figured out how to be a real business. 

How do you own 27% of a company that doesn't exist and is not for profit?

Trade Just 40 Days a Year (Make More Than Trading Daily)


Don Kaufman's cracked the code: Every $1K invested in his 40-Day Year Portfolio has returned $659. 

While others grind 250 days glued to screens, Don trades four precise 10-day windows that repeat like clockwork. No screen time between cycles. No FOMO. 

Just systematic profits and actual freedom. Wednesday at 2PM EST, he reveals the exact system. The next window opens soon.