new zitron: ed picks up calculator and goes through docs from microsoft and some others, and concludes that openai has less revenue than thought previously (probably?, ms or openai didn't comment), spends more on inference than thought previously, openai revenue inferred from microsoft share is consistently well under inference costs https://www.wheresyoured.at/oai_docs/
Before publishing, I discussed the data with a Financial Times reporter. Microsoft and OpenAI both declined to comment to the FT.
If you ever want to share something with me in confidence, my signal is ezitron.76, and I’d love to hear from you.
also on ft (alphaville) https://www.ft.com/content/fce77ba4-6231-4920-9e99-693a6c38e7d5
ed notes that there might be other revenue, but that's only inference with azure, and then there are training costs wherever it is filed under, debts, commitments, salaries, marketing, and so on and so on
e: fast news day today eh?



