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by manwithopinions 8 days ago
I think Ed would argue that if 90% of your customers are only using your product because their usage is subsidised and the money to cover that subsidisation is coming from unsustainable customers tokenmaxxing then you are “fundamentally unprofitable”.

The question is, can OpenAI survive if customers start tokenminning? A pure inference business could be profitable but that’s not the business OpenAI are in. OpenAI has a billion users that OpenAI loses money on.