News for hackers. Stuff that matters.

A comment on OpenAI declares 'code red' as Google catches up in AI race. Parent comment

Re:OpenAI declares 'code red' as Google catches up in AI race by umanwizard on Tuesday December 02, 2025 @05:13PM (#46127657)
This analogy only really works for companies whose gross margin is negative, which as far as I know isn’t the case for OpenAI (though I could be wrong).

It’s an especially good analogy if there is no plausible path to positive gross margin (e.g. the old MoviePass) which I think is even less likely to be true for OpenAI.

[ Parent | on HN ]
Re:OpenAI declares 'code red' as Google catches up in AI race by techblueberry on Tuesday December 02, 2025 @05:47PM (#46128005)
Why is it that I feel like your confidence in OpenAI's path to profitability exceeds Sam Altman's?
[ Parent | on HN ]
Re:OpenAI declares 'code red' as Google catches up in AI race by umanwizard on Tuesday December 02, 2025 @07:03PM (#46128640)
I'm not confident at all. I didn't say "there is definitely a path". I said the existence of such a path is plausible. I'm sure Sam Altman believes that too, or he'd have changed jobs ages ago.
[ Parent | on HN ]