Earlier quoted context omitted.
> I've fed thousands of dollars to Anthropic/OAI/etc for their coding models over the past year despite never having paid for dev tools before in my life. Seems commercially viable to me. For OpenAI to produce a 10% return, every iPhone user on earth needs to pay $30/month to OpenAI. That ain’t happening.
They don't sell their models to individuals only but also to companies with most likely different business and pricing models so that's an overly simplistic view of their business. YoY their spending increases, we can safely assume that one of the reasons is the growing user base. Time will probably come when we won't be allowed to consume frontier models without paying anything, as we can today, and time will come w…
According to who, OpenAI? It is almost certain they flat out lie about their numbers as suggested by their 20% revenue shares with MS.