Former OpenAI Head of Go-To-Market Zack Kass argued that AI investment will produce “a lot of winners” during an appearance at the Citi Macro Conference in Hong Kong on March 30, 2026. Kass, who left OpenAI in 2024, has become one of the most sought-after speakers on AI business strategy.
Speaking with Bloomberg’s Haslinda Amin, Kass pushed back against growing market skepticism about AI returns. He described the current moment as still being in the “early days” of AI investment, drawing parallels to the mid-1990s internet era when infrastructure spending preceded the emergence of transformative applications.
Kass’s optimism arrives at a time when major technology companies have committed over $300 billion in AI infrastructure spending for 2026, while analysts increasingly question when these investments will translate into proportional revenue. The gap between capital expenditure and demonstrated business models has drawn dot-com bubble comparisons from multiple Wall Street firms.
The former OpenAI executive did not address specific revenue projections or timelines for enterprise AI adoption reaching profitability. His comments focused broadly on the technology’s transformative potential rather than concrete business metrics, a pattern common among AI industry speakers at financial conferences this quarter.
