OpenAI's H1 2025: $4.3B in income, $13.5B in loss

Post by otabdeveloper4 » Fri, Oct 03, 2025, 5:11 AM UTC

rajaman0 wrote: post #371

asa400 wrote: post #362

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What is OpenAI's competitive moat? There's no product stickiness here. What prevents people from just using Google, who can build AI stuff into their existing massive search/ads/video/email/browser infrastructure? Normal, non-technical users can't tell the difference between these models at all, so their usage numbers are highly dependent on marketing. Google has massive distribution with world-wide brands that peopl…

Consumer brand quality is so massively underrated by tech people. ChatGPT has a phenomenal brand. That's worth 100x more than "product stickiness". They have 700 million weekly users and growing much faster than Google. I think your points on Google being well positioned are apt for capitalization reasons, but only one company has consumer mindshare on "AI" and its the one with "ai" in its name.

Post by famouswaffles » Fri, Oct 03, 2025, 5:19 AM UTC

MountDoom wrote: post #469

famouswaffles wrote: post #465

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>All of these teens use Google Docs instead of OpenAI Docs, Google Meet instead of OpenAI Meet, Gmail instead of OpenAI Mail, etc. Billions of people use Meta apps and products. Meta AI is all over all those apps. Why is usage minuscule compared to ChatGPT or even Gemini ? Google has billions of users, many using devices operating their own OS, in which Gemini is now the default AI assistant, so why does ChatGPT usag…

Nah. No one is using Meta AI because it's shoehorned into contexts where you don't actually need it. And that's because these happen to be the only surfaces that Meta controls. They know full well they won't win there, which is probably why they're so desperate for a "hail Mary" in the VR / AR space. For the average person, what's the most serious / valuable use of ChatGPT right now? It's stuff like writing essays, c…

Post by zoul » Fri, Oct 03, 2025, 5:34 AM UTC

Esophagus4 wrote: post #329

whizzter wrote: post #128

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I've said it before and I'll say it again.. if I was able to know the time it takes for bubbles to pop I would've shorted many of the players long ago.

Eh, this seems like a cop out. It’s so easy for people to shout bubble on the internet without actually putting their own money on the line. Talk is cheap - it doesn’t matter how many times you say it, I think you don’t have conviction if you’re not willing to put your own skin in the game. (Which is fine, you don’t have to put your money on the line. But it just annoys me when everyone cries “bubble” from the sideli…

Post by otabdeveloper4 » Fri, Oct 03, 2025, 5:39 AM UTC

bcrl wrote: post #271

zdragnar wrote: post #244

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What is OpenAI's moat? There's plenty of competitors running their own models and tools. Sure, they have the ChatGPT name, but I don't see them massively out-competing the entire market unless the future model changes drastically improve over the 3->4->5 trajectory.

This! The cost of training models inevitably goes down over time as FLOPS/$ and PB/$ increases relentlessly thanks to the exponential gains of Moore's law. Eventually we will end up with laptops and phones being Good Enough to run models locally. Once that happens, any competitor in the space that decides to actively support running locally will have operating costs that are a mere fraction of OpenAI's current busine…

Post by SamPatt » Fri, Oct 03, 2025, 5:42 AM UTC

asa400 wrote: post #362

nojs wrote: post #231

I think people are massively underestimating the money they will come from ads in the future. They generated $4.3B in revenue without any advertising program to monetise their 700 million weekly active users, most of whom use the free product. Google earns essentially all of its revenue from ads, $264B in 2024. ChatGPT has more consumer trust than Google at this point, and numerous ways of inserting sponsored results…

What is OpenAI's competitive moat? There's no product stickiness here. What prevents people from just using Google, who can build AI stuff into their existing massive search/ads/video/email/browser infrastructure? Normal, non-technical users can't tell the difference between these models at all, so their usage numbers are highly dependent on marketing. Google has massive distribution with world-wide brands that peopl…