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JohnMakin 5 hours ago

I didn't think there would need to be more evidence than the fact they are saying they need to spend $600 billion in 4 years on $13bn revenue currently, but here we are.

Here you go: https://www.wsj.com/livecoverage/stock-market-today-dow-sp-5...

tibbar 4 hours ago | parent [-]

Right, but if OpenAI wanted to stop doing research and just monetize its current models, all indications are that it would be profitable. If not, various adjustments to pricing/ads/ etc could get it there. However, it has no reason to do this, and like all the other labs is going insanely into debt to develop more models. I'm not saying that it's necessarily going to work out, but they're far from the first company to prioritize growth over profitability

zippothrowaway 4 hours ago | parent [-]

Nope. The only "all indications" are that they say so. They may be making a profit on API usage, but even that is very suspect - compare against how much it actually costs to rent a rack of B200s from Microsoft. But for the millions of people using Codex/Claude Code/Copilot, the costs of $20-$30-$200 clearly don't compare to the actual cost of inference.