It's possible the unit economics might not be that bad. It's just that they're paying people a lot. Every one of FAANG were criticized for burning money, now th

It's possible the unit economics might not be that bad. It's just that they're paying people a lot. Every one of FAANG were criticized for burning money, now they're some of the most profitable companies in the world, first mover or not. AI is a little weird in that OpenAI just vastly accelerated competitors.