Re:OpenAI's $110B funding round (investments from Amazon, Nv...
by bandrami on Friday February 27, 2026 @03:38PM
(#47185268)
I don't know that OpenAI specifically is the weak link but this definitely adds to the argument that the entire sector is a wash with the same three or four companies passing around the same $50B over and over. OpenAI is just the link that seems most likely to break first.
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Re:OpenAI's $110B funding round (investments from Amazon, Nv...
by aurareturn on Friday February 27, 2026 @03:58PM
(#47185509)
I've subscribed to a few AI tools for the last 3 years now. I'm someone who almost never subscribes to anything.
I'm sure that $50b has my money in there somewhere.
Re:OpenAI's $110B funding round (investments from Amazon, Nv...
by g-mork on Friday February 27, 2026 @05:14PM
(#47186451)
Yep same, I'd sooner starve than cut my Anthropic sub
Re:OpenAI's $110B funding round (investments from Amazon, Nv...
by rvnx on Friday February 27, 2026 @05:29PM
(#47186659)
If tomorrow Claude pricing changes and they start charging real API costs like 2000+ USD, and there is another service: "NotReallyClaude" that is a bit less good but 200 USD, then what would you do ?
Re:OpenAI's $110B funding round (investments from Amazon, Nv...
by bandrami on Friday February 27, 2026 @09:53PM
(#47189606)
Man, they really got good at hitting that dopamine button, huh?
Re:OpenAI's $110B funding round (investments from Amazon, Nv...
by bandrami on Friday February 27, 2026 @07:59PM
(#47188516)
Your subscription fees didn't fully pay for the amortization on the chips you used for the inference.
Re:OpenAI's $110B funding round (investments from Amazon, Nv...
by aurareturn on Saturday February 28, 2026 @06:02AM
(#47193639)
Inference is profitable. Gross margins are in the 50%+ apparently. This is coming from Anthropic CEO.