OpenAI is one of the most important technology organizations in the world. It's also one of the most precariously positioned. Its stated mission is to develop artificial general intelligence (AGI) that benefits all of humanity, but its business model, market positioning, and internal culture are deeply misaligned with the demands of monetizing cutting-edge AI in the real world. The result is an organization caught in a vice: its long-term AGI ambitions are dependent on short-term revenue from markets it is structurally and culturally unprepared to serve. This tension is rapidly becoming unsustainable.