This analogy only really works for companies whose gross margin is negative, which as far as I know isn’t the case for OpenAI (though I could be wrong).
It’s an especially good analogy if there is no plausible path to positive gross margin (e.g. the old MoviePass) which I think is even less likely to be true for OpenAI.
I'm not confident at all. I didn't say "there is definitely a path". I said the existence of such a path is plausible. I'm sure Sam Altman believes that too, or he'd have changed jobs ages ago.
It’s an especially good analogy if there is no plausible path to positive gross margin (e.g. the old MoviePass) which I think is even less likely to be true for OpenAI.