> OpenAI spent 50% of its revenue on inference compute costs alone
This means that they operate existing models with very healthy 50% profit margin, that’s excellent unit economics actually. Losing money by investing more into R&D that you make is not the same as burning it by selling a dollar for 90 cents.
This means that they operate existing models with very healthy 50% profit margin, that’s excellent unit economics actually. Losing money by investing more into R&D that you make is not the same as burning it by selling a dollar for 90 cents.