🔮 X-raying OpenAI’s unit economics
“Azeem: If you look at the OpenAI stack of affiliated public companies — the Oracles and so on — they have really underperformed relative to the Google–Anthropic stack of affiliated companies. There’s been a divergence since, I think, Sam talked about needing a trillion dollars. The market is seeing something.”
This article discusses the analysis of OpenAI's unit economics by Exponential View and Epoch AI, revealing that while they made more money than the cost of compute, they likely lost money after accounting for all other expenses. The research highlights the challenges of achieving profitability in the AI industry, suggesting that foundation labs may not follow traditional software business models.
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