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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[–] chgxvjh@hexbear.net 3 points 2 weeks ago* (last edited 2 weeks ago)

I think he believes most of the things he says for real and he actually avoids topics that he doesn't feel as confident in.