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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

#421

Post by NoGravitas »

simianwords wrote: post #20

What is the right way to deal with Ed Zitron articles because he’s historically extremely inaccurate and makes wild claims. People ignore all his horrendous takes from last year and still eat this years “analyses” like it’s Gods words. He has been predicting the doom for years and years now and it is strange to see HN still putting credence here. This is what he said around a week back “ One of my sources has come fo…

Ed Zitron is always prematurely correct, which is the worst kind of inaccurate (apparently).

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

#422

Post by lbrito »

ai_slop_hater wrote: post #181
LaurensBER wrote: post #144

Earlier quoted context omitted.

6bn seems excessive but despite GPT 5.5 arguably being better than Claude I don't see a lot of adoption of Codex yet. Some of my coworkers even use Sonnet (the default in Claude Code for the 20 USD subscription) and see no reason to change even though that model is definitely "outdated" compared to current SOTA.

most people are behind the curve

That is a great username right there.

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

#423

Post by lbrito »

simianwords wrote: post #20

What is the right way to deal with Ed Zitron articles because he’s historically extremely inaccurate and makes wild claims. People ignore all his horrendous takes from last year and still eat this years “analyses” like it’s Gods words. He has been predicting the doom for years and years now and it is strange to see HN still putting credence here. This is what he said around a week back “ One of my sources has come fo…

I don't think people ignore anything. Every single Ed Zitron post on HN has dozens of top-level comment exactly like yours, "No no no don't listen to Ed, he's a hack and AI is great".

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

#424

Post by andrekandre »

typ wrote: post #383
apatheticonion wrote: post #209

Seeing that R&D costs are the lion's share, I wonder if we are at a point where the focus can shift to improving the cost of inference. Unless we are genuinely pushing to find AGI, at which point nothing matters, LLMs in their current form don't replace knowledge workers but are an effective force multiplier. How good is enough? For instance, I pay about $1-2 a month for DeepSeek. It's not as sophisticated as Claude,…

A thousand 90 IQ cannot do what a 145 IQ can do. Similarly, some bosses might believe that they can hire 100 cheap, unmotivated SWEs to replace Linus Torvalds or Fabrice Bellard and achieve something slightly worse. But in certain areas, it doesn't work like that.

i agree with this

on the other hand, the sad reality is many swe are working on dumb crud apps and the code-quality is already very low ime, and the jury is still out if ai tools can long term replace those; but what i have seen first-hand isnt super promising do far...

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

#425

Post by jurgenburgen »

vlovich123 wrote: post #231
apatheticonion wrote: post #209

Seeing that R&D costs are the lion's share, I wonder if we are at a point where the focus can shift to improving the cost of inference. Unless we are genuinely pushing to find AGI, at which point nothing matters, LLMs in their current form don't replace knowledge workers but are an effective force multiplier. How good is enough? For instance, I pay about $1-2 a month for DeepSeek. It's not as sophisticated as Claude,…

> I wonder if we are at a point where the focus can shift to improving the cost of inference. There's always working on improving the cost of inference, but I don't think this is an area of R&D that will slow down. The reason is: 1. A better competitor model risks eating away at how much they can charge for inference (i.e. revenue) 2. Whoever unlocks AGI will unlock even more growth 3. Even when you unlock AGI, you'l…

> Even when you unlock AGI

Massive assumption there.

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