AI as it stands in 2025 is an amazing technology, but it is not a product
at all.
As a result, OpenAI simply does not have a business model, even if they are trying to convince the world that they do.
My bet is that they're currently burning through other people's capital at an amazing rate, but that they are light-years from profitability
They are also being chased by fierce competition and OpenSource which is very close behind. There simply is no moat.
It will not end well for investors who sunk money in these large AI startups (unless of course they manage to find a Softbank-style mark to sell the whole thing to), but everyone will benefit from the progress AI will have made during the bubble.
So, in the end, OpenAI will have, albeit very unwillingly, fulfilled their original charter of improving humanity's lot.
As a result, OpenAI simply does not have a business model, even if they are trying to convince the world that they do.
My bet is that they're currently burning through other people's capital at an amazing rate, but that they are light-years from profitability
They are also being chased by fierce competition and OpenSource which is very close behind. There simply is no moat.
It will not end well for investors who sunk money in these large AI startups (unless of course they manage to find a Softbank-style mark to sell the whole thing to), but everyone will benefit from the progress AI will have made during the bubble.
So, in the end, OpenAI will have, albeit very unwillingly, fulfilled their original charter of improving humanity's lot.