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I don't know that OpenAI specifically is the weak link but this definitely adds to the argument that the entire sector is a wash with the same three or four companies passing around the same $50B over and over. OpenAI is just the link that seems most likely to break first.


I've subscribed to a few AI tools for the last 3 years now. I'm someone who almost never subscribes to anything.

I'm sure that $50b has my money in there somewhere.


Your subscription fees didn't fully pay for the amortization on the chips you used for the inference.


Inference is profitable. Gross margins are in the 50%+ apparently. This is coming from Anthropic CEO.


I'd say that too if I were an AI CEO looking for funding

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Yep same, I'd sooner starve than cut my Anthropic sub


If tomorrow Claude pricing changes and they start charging real API costs like 2000+ USD, and there is another service: "NotReallyClaude" that is a bit less good but 200 USD, then what would you do ?


Man, they really got good at hitting that dopamine button, huh?




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