He's saying OpenAI would collapse in 12-24 months back in 2024 if they didn't raise more money than any other company in the history of the valley, but didn't they? I'll give you that it seems from what he tweeted he didn't expect them to be able to pull it off, but it also seems like he correctly laid out what they would have to do to survive, and then they did it.
> I hypothesize that OpenAI will collapse in the next 12-24 months unless it raises more funding than in the history of the valley and creates an entirely new form of AI.