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clearly openAI is the top dog here who can hoover all the money , but it's not a public company


So far OpenAI hoovered - (minus) $7 Billion in first quarter 2025. $11.2 billion OPEX (compute, sales/marketing) in exchange for $4.3bn revenue. I wonder if revenue sharing agreement with Microsoft means Microsoft gets to pay for half of that :-)


I do wonder a bit about those finances. Losing $7bn on 4bn revenue so let's invest another $1000bn capex in this wonderful business.




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