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> It looks like you're using "expenses" to mean "opex" I took their losses and added it to their revenue. That seems like that sum would equal expenses. > The
by ben_w 1y ago
> It looks like you're using "expenses" to mean "opex"
I took their losses and added it to their revenue. That seems like that sum would equal expenses.
> The $40b funding was not in cash right now,
Does this matter? I'm not counting it as revenue.
> In short, in the last two to three months, OpenAI spent $5b/month on revenues of $0.5b/m.
You're repeating the same claim as before, I've not seen any evidence to support your numbers.
The evidence I linked you to suggests the 2025 average will be double that revenue, $1bn/month, at an expense of ($9bn loss after $12bn revenue / 12 months = $21bn / 12 months) = $1.75bn/month
- lelanthran 1y ago>> The $40b funding was not in cash right now, > Does this matter? I'm not counting it as revenue. Well, yes, because they forecast spending all of it by end of 2025, and they moved up their last round ($8.3b) by a month or two because they needed the money. My point was, they received a cash injection of $10b (first part of the $40b raise) and that lasted only two months. >> In short, in the last two to three months, OpenAI spent $5b/month on revenues of $0.5b/m. > You're repeating the same claim as before, I've not seen any evidence to support your numbers. Briefly, we don't really have visibility into their numbers. What we do have visibility into is how much cash they needed between two points (Specifically, the months of June and July). We also know what their spending commitment is (to their capex suppliers) for 2025. That's what I'm using. They had $10b injected at the start of June. They needed $8.3b at the end of July.