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Claire Lehmann
@clairlemon
Founder, editor @quillette, contributing writer @australian, @thedispatch 📧 subscribe:
加入 May 2013
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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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