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0 pointsthewebguyd7d ago0 comments

Compounding revenue & operating loss at those same rates (3.5x and 2.4x respectfully) puts those two lines meeting at around 2031. That'd be about 9-10 years to profitability, that seems pretty normal. Amazon took 9 years, Uber took 14 years before its first profitable year.

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mamonster6d ago

>Amazon took 9 years, Uber took 14 years before its first profitable year

Both had a path to profitability in an environment of falling interest rates. OpenAI is going public in an environment of higher for longer interest rates. The discounting math is nowhere near as attractive for investors.

deepdarkforest7d ago

both amazon and uber used that spending to deliver a network effect moat/almost monopoly.

But openai's chance of a moat on model quality is dropping as we go, not increasing

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