[HlessClaudesman]

These numbers show that OpenAI is boned. They have no path to profitability and if they raise prices or cut services they will strangle their golden goose.

They could have existed indefinitely as a service layer that was reliant on other companies feeling charitable, like Firefox, but they also wanted to get rich.

[rsalus]

they are forecasting $25-30B this year, so if anything they look to be neutral or even profitable.

[danielmarkbruce]

No, they show they just need to keep growing. Not a crazy assumption.

[HlessClaudesman]

They cannot grow indefinitely when they make a loss on every user. More growth = bigger losses.

Current investors should be left holding this shit bag, better them than retirement funds.

[danielmarkbruce]

They are running 40% margins. Every dollar of inference at the margin is profitable.

[HlessClaudesman]

I'm sure every business can pull out an area and say: this is profitable. It's a classic hide the losses a shell game.

So many shills on HN today, feels sponsored.

[danielmarkbruce]

It's 40% based on total revenue, not a subset of it.

[zuzululu]

it shows that OpenAI found market fit and Anthropic may have done a better job.

not sure where this constant dooming comes from