OpenAI's GPT 5.6 Release Has Got To Be Delayed. NVDA Should Trade Down.

Jun 16, 2026

OpenAI’s 5.6 model release has got to be delayed after this weekend’s Fable 5 fiasco.
NVIDIA should trade down as the Frontier models move into regulated territory. The market has not figured this out yet. It will when it shows up in the numbers this year or next as the shift to opensource has been going on all year.
Opensource models won’t be the monolithic “everything” models that the frontier models are. They will be industry specific, sector specific, domain specific, company specific. Different ballgame. Not all uses cases will require the latest chip architecture with the fastest inference and so forth.
Companies with proprietary data have power. Whether they realize this is another story. Make take the next generation to take the CEO chair from today’s Luddite CEO class.
You are missing out if you do not use the models in your day-to-day as a person, as an exec, as a company. You do not have to hand your life story over to the models, that is not what I am advocating. I am advocating that you explore. That you experiment - inexpensively. That you push, probe and stretch the models. Make them bend to your will.