Claire Lehmann
@clairlemon
Joined May 2013
6.8K Following 250.3K Followers
And recursive self improvement means that these companies no longer have a future business model to sell to investors.
FT just reported, OpenAI expects its spending to far exceed revenue, even as revenue is forecast to rise 10x from $36B this year to $350B in 2030.
Overall, across 2026-2030 it expects about $840B of total revenue against $856B of compute spending and $278B of cumulative cash burn.
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