I think a J Curve Comparison looking at Money in and Money out would show that OpenAIs "losses" are best thought of as investing in future cash flow. It does seem likely that their path to $100 bn in revenue will cost somewhere around $30 bn. That's a J Curve that will probably build the first company valued in the $3-10 trillion range somewhere around 2030 if growth is still there.
The ability of AI to "seep" into all work will make it far more prevasive than search and advertising.
Alex,
I think a J Curve Comparison looking at Money in and Money out would show that OpenAIs "losses" are best thought of as investing in future cash flow. It does seem likely that their path to $100 bn in revenue will cost somewhere around $30 bn. That's a J Curve that will probably build the first company valued in the $3-10 trillion range somewhere around 2030 if growth is still there.
The ability of AI to "seep" into all work will make it far more prevasive than search and advertising.