kdkl

3 ms·

1. 1.▲
   by kdkl 6mo ago

   "The numbers are certainly audited by their investors." Hahaha. Mate nobody cares about that nor trusts it. Everyone is waiting in anticipation for the S-1 filing.
2. 2.▲
   by kdkl 6mo ago

   Lol well OAI is falling apart at the seams. Simo takes a medical leave. And there appears to be friction between the CEO and CFO.
3. 3.▲
   by kdkl 6mo ago

   The reality is 1) It's in their interest to distort numbers and frame things that make them look good - e.g. using 'run-rate' 2) The numbers are not audited and we have no idea re. the manner in which they are recognising rev
4. 4.▲
   by kdkl 6mo ago

   Except you're neglecting the fact that LLMs can become more efficient. The magical thing about software is that efficiency gains can come pretty quickly relative to other industries.