[emccue]

The entire US stock market is propped up by big tech companies spending massively on Data Centers and GPUs for AI. OpenAI is valued higher than Netflix.

A company that can pull in single digit billions in revenue for hundreds of billions in expenses just doesn't make sense.

> Most businesses are not using these systems t̶o̶ ̶d̶r̶a̶w̶ ̶a̶ ̶m̶a̶p̶.̶

FTFY

And no - while it might be obvious from the outside in that it probably won't happen, the continued existence of the business is still predicated on conversion to a for-profit. They don't just need the amount of money they've already "raised", they need too keep getting more money forever.

[infecto]

FTFY? Cute, but you’re arguing against a strawman. My point wasn’t that companies are using GPT to draw maps, it’s that dismissing the tech based on one goofy output ignores the far more common, revenue-generating use cases already in production.

As for “single-digit billions in revenue vs. hundreds of billions in expenses,” that’s just bad math. You’re conflating the total AI capex from hyperscalers with OpenAI’s own P&L. Yes, training is capital-intensive, but the marginal cost to serve (especially at scale) is much lower, and plenty of deployments are already profitable on an operating basis when you strip out R&D burn.

The funding structure question is fair, the for-profit conversion path matters but pretending the whole business is propped up solely by infinite investor charity is just wrong.

[emccue]

Microsoft AI Revenue In 2025: $13 billion, with $10 billion from OpenAI, sold "at a heavily discounted rate that essentially only covers costs for operating the servers."

Capital Expenditures in 2025: $80 billion

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Amazon AI Revenue In 2025: $5 billion

Capital Expenditures in 2025: $105 billion

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Google AI Revenue: $7.7 Billion (at most)

Capital Expenditures in 2025: $75 Billion

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Meta AI Revenue: $2bn to $3bn

Capital Expenditures In 2025: $72 Billion

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The math is bad, but its not "bad math."

(Numbers from here: https://www.wheresyoured.at/the-haters-gui/)