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A comment on OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B. Parent comment

Re:OpenAI Losses Increased Nearly 8X in 2025, with Spending ... by thewebguyd on Tuesday June 16, 2026 @06:26PM (#48563089)
Compounding revenue & operating loss at those same rates (3.5x and 2.4x respectfully) puts those two lines meeting at around 2031. That'd be about 9-10 years to profitability, that seems pretty normal. Amazon took 9 years, Uber took 14 years before its first profitable year.
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Re:OpenAI Losses Increased Nearly 8X in 2025, with Spending ... by deepdarkforest on Tuesday June 16, 2026 @07:52PM (#48563939)
both amazon and uber used that spending to deliver a network effect moat/almost monopoly.

But openai's chance of a moat on model quality is dropping as we go, not increasing

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Re:OpenAI Losses Increased Nearly 8X in 2025, with Spending ... by mike_hearn on Wednesday June 17, 2026 @12:41PM (#48572976)
Neither Amazon nor Uber have monopolies nor much of a network effect. Amazon retail is or was famously low or near zero margin with their profits driven by AWS. Uber's margins are not much better than any average business.
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Re:OpenAI Losses Increased Nearly 8X in 2025, with Spending ... by mamonster on Wednesday June 17, 2026 @04:13AM (#48567333)
>Amazon took 9 years, Uber took 14 years before its first profitable year

Both had a path to profitability in an environment of falling interest rates. OpenAI is going public in an environment of higher for longer interest rates. The discounting math is nowhere near as attractive for investors.

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