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> I'd imagine they're currently losing a ton of money supplying everyone

I can't tell how much they loose but they also have decent revenue "The company's annualized revenue topped $1.6 billion in December [2023]" https://www.reuters.com/technology/openai-hits-2-bln-revenue...



What's important, and I don't think has ever been revealed by OpenAI, is what the margin is on actual use of the models.

If they're losing money but just because they're investing billions in R&D, while only spending a few hundred million to serve the use that's bringing in $1.6B then it would be a positive story despite the technical loss, just like Amazon's years if aggressive growth at the cost of profits.

But if they're losing money because the server costs needed for the use that brings in $1.6B are $3B then they've got a scaling problem until they either raise prices or lower costs or both.




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