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A comment on OpenAI's cash burn will be one of the big bubble questions of 2026. Parent comment

Re:OpenAI's cash burn will be one of the big bubble question... by vkou on Tuesday December 30, 2025 @10:18PM (#46440903)
You and the other hobbyists aren't what's driving valuations. Enterprise subscriptions are.
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Re:OpenAI's cash burn will be one of the big bubble question... by ljlolel on Tuesday December 30, 2025 @11:55PM (#46441418)
OpenAI is 80% consumer subs
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Re:OpenAI's cash burn will be one of the big bubble question... by vkou on Wednesday December 31, 2025 @12:34AM (#46441682)
And do those subs justify their valuation?

They don't, the only thing that can justify it is if they get themselves into every business workflow. That's what the investors are counting on.

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