[vkou]

Discounted contracts for big clients? Commissions? Both?

If this can be trusted, they are selling $1 for ~95 cents, and are spending $3 on R&D. This is... Not an unsustainable business model as long as the money keeps flowing.

[treis]

This is like Uber all over again.

OpenAI is selling $1 for $2 and spending ~$5 to make that happen. The question is if they get to selling $1 for $2 long enough to make they're investment back.

[vkou]

That's not the question. They can obviously raise prices ~5% and be in the green when it comes to operational spending.

The better question is what will that $38B of R&D spending get.