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Re:OpenAI annualised revenues $20B less than previously sign... by Eufrat on Thursday October 08, 2026 @02:33PM (#50009986)
I believe the entire basis of their profitable quarter was getting a discount on compute from Musk.

All these figures are so utterly weaselly. AAR is a made up measure to make them look good. If they cannot show GAAP numbers, they are hiding something. Full stop. While as private companies they are under no legal obligation to show us their books, their PR and intent to go public requires it.

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