I think the most interesting numbers in this piece (ignoring the stock compensation part) are:
$4.3 billion in revenue - presumably from ChatGPT customers and API fees
$6.7 billion spent on R&D
$2 billion on sales and marketing - anyone got any idea what this is? I don't remember seeing many ads for ChatGPT but clearly I've not been paying attention in the right places.
Open question for me: where does the cost of running the servers used for inference go? Is that part of R&D, or does the R&D number only cover servers used to train new models (and presumably their engineering staff costs)?
$4.3 billion in revenue - presumably from ChatGPT customers and API fees
$6.7 billion spent on R&D
$2 billion on sales and marketing - anyone got any idea what this is? I don't remember seeing many ads for ChatGPT but clearly I've not been paying attention in the right places.
Open question for me: where does the cost of running the servers used for inference go? Is that part of R&D, or does the R&D number only cover servers used to train new models (and presumably their engineering staff costs)?