Serenity(@aleabitoreddit):Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t.

Serenity

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Serenity@aleabitoreddit

6hours ago

Can someone explain how media headlines about OpenAI’s ~$50B ARR… (vs. ~$70B from incorrect accounting comparisons with Anthropic) Somehow ends a 3-5 year laser shortage with $AAOI or memory shortage with $MU? Hint: it doesn’t.