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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 rebuilder on Wednesday December 31, 2025 @01:41AM (#46441978)
It’s hardly a free option, by your numbers it’d be a 20-30% discount.
[ Parent | on HN ]
Re:OpenAI's cash burn will be one of the big bubble question... by thrwaway55 on Wednesday December 31, 2025 @02:19AM (#46442137)
Sure but if there's no moat would you rather pay 100% or 80% until the credits run out? You reap the 100% spend in the meantime. Not everyone even has the no moat discount.
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