this post was submitted on 13 Nov 2025
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Basically the cash burn rate for inference is much higher than reported and the media’s focus on training obfuscates it. All of the companies involved hide what the actual revenues are and if they even cover (or are trending towards covering) running costs of the models.

Ed Zitron with FT attempt to derive what those actual numbers are since they’re all over the place but cannot confirm hardly anything. It seems that at best revenues are 2/3 cash burn rate but are more like 1/2 and this is without considering the massive obligations that OpenAi is committing to.

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[–] 420lenin69@hexbear.net 8 points 2 weeks ago

Let’s judge Elon. The way he got involved with designing the cyber truck suggests he actually believed his own bullshit.

My theory is they have an instinct for bullshit. The initial motivation is to lie and say whatever it takes to make the market react.

But then when the market does react, and reacts big, it goes to their heads and they buy into their own lies even though they’re fully aware they didn’t really mean it when they initially said it.

Like, a pathological liar actually does momentarily believe what they’re saying. In the moment of uttering a lie they are living inside a delusion and feeling a sense of conviction in that delusion, even while being simultaneously aware it isn’t true in a factual sense.