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OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

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Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#151

Post by Mehdi2277 »

tomlockwood wrote: post #111
themafia wrote: post #107

I'm a simple guy and I don't understand the "sales and marketing" cost. I don't like these products. I have several negative opinions on them. To the extent they work and there is a customer base what marketing could you /possibly/ be engaged in? Doesn't the product sort of market itself? Or another way is this a product that you can market to expand your MAUs? It's so polarizing I can't imagine how that $5.7B is bei…

I've seen lots of ads saying I should use chatgpt to plan a workout or give me recipes. Thats apparently the killer app for 95% of the population at this point.

That aligns pretty well with a past job. Those two areas were very popular user interests. Third one was cosmetics like skincare routine.

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#152

Post by binaryturtle »

pluc wrote: post #117

I'm really curious about something: how far will you go to support AI? Clearly they'll need to monetize things further, would you still use [whatever AI you are paying for] if the price was doubled? Tripled? Where would you stop and would you stop using AI altogether or would you look at competitors?

Never paid a cent, never will pay a cent. I have my principles.

It may put me at a disadvantage when it comes to quickly slop something together? But so far the free-to-use chat bots do as well for my needs.

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#154

Post by nancyminusone »

Mwntalhwalth wrote: post #142
nancyminusone wrote: post #133

Earlier quoted context omitted.

I've spent a grand total of $25 on AI ever, so apparently my answer is $25. But I'm not a big time software dev like the rest of you. When I bought my last GPU, running AI models locally was a consideration though not the only one, and I have it set up but haven't used it much yet. I mostly use the free tiers of ChatGPT or Google to write the occasional script for me. I guess they're going to have to inject a truly u…

I'm not a coder but now work way faster than the coder I pay, stuff breaks but it's tenable and it's easier to get things to completion as the harnesses get better. Don't give up just keep trying you can truly build personally life changing things. Don't look at it purely from a how do I sell this lense, just empower yourself with these tools while the getting is good

I have made life changing things with it, just not anything so life changing I'd consider paying more than $25. Stingy bastard, I am.

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#155

Post by cjbgkagh »

cj wrote: post #124
pluc wrote: post #117

I'm really curious about something: how far will you go to support AI? Clearly they'll need to monetize things further, would you still use [whatever AI you are paying for] if the price was doubled? Tripled? Where would you stop and would you stop using AI altogether or would you look at competitors?

I’d easily pay multiple hundreds. Possibly a thousand a month. If I were really forced to. LLMs provide me about the same value as a car does.

I’d pay thousands a month, if I had no cheaper choices, my productivity is now limited by the intelligence of AI, I’m basically a PM now.

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#156

Post by deepsun »

smashed wrote: post #138

If these numbers are right, it's actually not that bad. Cut r&d costs and they are mostly profitable.

I bet any FAANG spend is mostly R&D.

If it's not materials, not energy or taxes, not manufacturing, not licensing or rental fees, then I can only think of R&D.

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#157

Post by matt-p »

smashed wrote: post #138

If these numbers are right, it's actually not that bad. Cut r&d costs and they are mostly profitable.

Even if they keep the R&D costs, more efficient inference and 0 Marketing spend also gets you there. Inference is honestly super inefficient at this point, we can do far better than GPUs, push utilisation up, build more efficient datacentres.

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#158

Post by pevansgreenwood »

vjsrinivas wrote: post #139
smashed wrote: post #138

If these numbers are right, it's actually not that bad. Cut r&d costs and they are mostly profitable.

Cut down on the one thing they need to keep themselves relevant in this space?

[dead]

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#159

Post by darth_avocado »

smashed wrote: post #138

If these numbers are right, it's actually not that bad. Cut r&d costs and they are mostly profitable.

So you’re saying if you cut all the cost centers a company would only have profit centers? If you ignore all the losses you’ll only have profits?

Re: OpenAI Losses Increased Nearly 8X in 2025, with Spending Hitting $34B

#160

Post by jrm4 »

Ha, not a problem.

Look, for coding and a lot of other things, AI is awesome.

But the here's the killer. I have a dinky 16gb VRAM card, and that's kind of the sweet spot for the level of AI I actually want. I don't want it doing too much, I'd rather create slowly than have it one shot something that I have to then pore over later.

Feels like a company investing kazillions in, i don't know, air-conditioning or building wi-fi. Yes, it's going to be around, and also no one's gonna need THAT MUCH.

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