Thanks for sharing! It's pretty rare to see a balanced take from Ed Zitron.
> I also cannot reconcile these numbers with the reporting that OpenAI will have a cash burn of $9 billion in CY2025. On inference alone, OpenAI has already spent $8.67 billion through Q3 CY2025.
This is insane.
ani17•52m ago
It's insane if the data is accurate. Only time will tell
isoprophlex•1h ago
NVIDIA earnings call is November 19th
brb buying puts
mml•27m ago
the oldheads are snickering at dotcom 2.0 from behind their gray beards.
lazyMonkey69•15m ago
Although not mentioned, I think the exponentially rising costs have something to do with Sora.
This along with the fact that it is easier than ever to switch models today. And the fierce competition from Google and Anthropic.
Cannot wait for the pump and dump that the OpenAI IPO is going to be.
timpera•1h ago
> I also cannot reconcile these numbers with the reporting that OpenAI will have a cash burn of $9 billion in CY2025. On inference alone, OpenAI has already spent $8.67 billion through Q3 CY2025.
This is insane.
ani17•52m ago