[umanwizard]

This analogy only really works for companies whose gross margin is negative, which as far as I know isn’t the case for OpenAI (though I could be wrong).

It’s an especially good analogy if there is no plausible path to positive gross margin (e.g. the old MoviePass) which I think is even less likely to be true for OpenAI.

[techblueberry]

Why is it that I feel like your confidence in OpenAI's path to profitability exceeds Sam Altman's?

[umanwizard]

I'm not confident at all. I didn't say "there is definitely a path". I said the existence of such a path is plausible. I'm sure Sam Altman believes that too, or he'd have changed jobs ages ago.