[timpera]

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.

[B56b]

Explains why Sam was so panicked when asked about revenues recently.

[rsynnott]

> It's pretty rare to see a balanced take from Ed Zitron.

How are you understanding the word 'balanced'? Do you mean _tone_, or something? Like, this is unusually dry and non-grumpy for Ed, but it's if anything more critical than his normal output.

[ani17]

It's insane if the data is accurate. Only time will tell

[gizajob]

You just have to believe. Believe in Sam Altman and everything he says and imagines. Believe in him when he says that he needs to spend 7% of world GDP on datacentres to pump out Sora slop and get his LLMs to type out the cure for cancer. Just believe. Believe harder.