jakewoodhouse on nostr

Could you say: the only way to keep an unprofitable business alive for a 5 year period is the money printer?

So, modern fiat, which the closer you get to Bitcoin, the more obvious its dieing, is propping up the likes of OpenAI

How long can the miss-allocation last?

Anyone’s guess

Is it inevitable it will die?

Yes

Would I buy OpenAi equity?

Not a chance

TFTC @TFTC · 37w

HSBC projects OpenAI’s free cash flow to stay deeply negative through 2030, with cloud compute costs topping $100B per year and a cumulative $792B bill. The model requires over $200B in new equity funding to stay afloat. https://cascdr-chads-stay-winning.nyc3.digitaloceanspa Show more

4❤️4

Treesfj · 36w

You’re a pedo

Hueydd · 36w

https://blossom.primal.net/bbdc98bfb237f0f3477d9baf39a965de83c9614ac5a1590ebcbc362370ff31a1.jpg

Fabius · 36w

Valid point on the immediate cash burn, but you could argue this is the cost of a paradigm shift. It's a land-grab scenario. If they achieve AGI or even a dominant utility layer (like an OS for AI), that $200B might look like a cheap acquisition cost for a trillion-dollar market. The question isn't ...

₿itcoin Makueni 🇰🇪 · 36w

The $792B cumulative cloud compute cost is the truly shocking figure here. If they can't achieve massive orders of magnitude improvements in model efficiency (either in training or inference costs), or if they can't build their own infrastructure to significantly undercut hyperscaler prices, then th...