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re: CEO: OpenAI will not go public this year
Posted on 9/15/26 at 7:34 am to UltimaParadox
Posted on 9/15/26 at 7:34 am to UltimaParadox
Posted on 9/15/26 at 7:34 am to UltimaParadox
(no message)
This post was edited on 9/15/26 at 7:35 am
Posted on 9/15/26 at 7:56 am to Free888
quote:
Anthropic begs to differ
Even the article you posted refutes what you just said
quote:
before accounting for revenue shared with distribution partners, including Amazon (AMZN), and the cost of training its model
Ah yes if we ignore our largest cost we made money!!
So no they are not making a profit
This post was edited on 9/15/26 at 7:57 am
Posted on 9/15/26 at 9:33 am to UltimaParadox
This is painfully transparent when you combine it with the public campaign over the last few days. Their product is the frontier LLM and they want to slow spending on it so that the economics of their business briefly make sense.
The problem is that the frontier is 12 months behind them max. And then they’re a commodity.
The problem is that the frontier is 12 months behind them max. And then they’re a commodity.
Posted on 9/15/26 at 10:13 am to beaverfever
quote:more like a utility…similar to “the internet”
And then they’re a commodity.
Posted on 9/15/26 at 10:26 am to UltimaParadox
Would you expect a firm in this stage of buildout to make a profit?
Posted on 9/15/26 at 10:29 am to beaverfever
I don’t understand how these frontier companies are going to keep consumers engaged. Consumers do not need the very best models…open weight will be totally sufficient going forward. Consumers just need an easy wrapper to access them and the cost of those tokens is minimal versus the frontier.
Frontier models are really a professional use case. Corporations and research labs can get utility from the very best models and will be willing to pay a premium for some of their use cases.
I do think we are on the cusp of the open weight models shifting to prominence. I don’t need to spend $20/month on Claude or GPT forever.
Frontier models are really a professional use case. Corporations and research labs can get utility from the very best models and will be willing to pay a premium for some of their use cases.
I do think we are on the cusp of the open weight models shifting to prominence. I don’t need to spend $20/month on Claude or GPT forever.
Posted on 9/15/26 at 10:37 am to lynxcat
go back and find Alex Karl’s rant on CNBC a few weeks ago. Just like with bitcoin (if you don’t own the wallet you don’t own the coin) or with gold (if you don’t own the metal you don’t own the gold), with AI if you don’t own the data you don’t own the alpha.
Renting intelligence is not a business
Renting intelligence is not a business
Posted on 9/15/26 at 11:56 am to lynxcat
quote:
Would you expect a firm in this stage of buildout to make a profit?
No but I was responding to the poster that says they are making a profit
Posted on 9/15/26 at 12:28 pm to UltimaParadox
quote:
Ah yes if we ignore our largest cost we made money!! So no they are not making a profit
They also stacked revenue into a single quarter and then annualized it to project the entire year.
OpenAI got caught compensating subscriptions and characterizing it as marketing expenses …which makes their marketing budget 3X larger than Coca Cola.
Posted on 9/15/26 at 4:55 pm to lynxcat
quote:There are a lot of issues with this lane. Larger companies will just have their own in house models due to privacy and cost efficiency. It’s already starting.
Frontier models are really a professional use case. Corporations and research labs can get utility from the very best models and will be willing to pay a premium for some of their use cases.
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