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

Post by OGEnthusiast » Sat, Oct 04, 2025, 2:37 AM UTC

aurareturn wrote: post #548

robertjpayne wrote: post #255

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This right here. AI has no moat and none of these companies has a product that isn't easily replaced by another provider. Unless one of these companies really produces a leapfrog product or model that can't be replicated within a short timeframe I don't see how this changes. Most of OpenAI's users are freeloaders and if they turn off the free plan they're just going to divert those users to Google.

AI has no moat - yet here I'm been paying for ChatGPT Plus since the very start.

Post by wltr » Sat, Oct 04, 2025, 10:56 AM UTC

hollerith wrote: post #670

wltr wrote: post #462

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Even I often tell I chatgeepeeteed the result, in the same fashion when I continue saying I googled the result, while actually I used Duck Duck Go. I could ask another LLM provider, but I have no idea how to communicate that properly to a non-technical folks. Heck, I don’t want to communicate that _properly_ to tech peers either. I don’t like these pedantic phrases ‘well, actually … that wasn’t Google, I used DDG for…

I recently used "an unreliable source that gives fast answers to questions" in a comment here. I think I will keep on using it.

Post by bobxmax » Sat, Oct 04, 2025, 1:12 PM UTC

jrflowers wrote: post #685

bobxmax wrote: post #673

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[flagged]

That’s a good point. Pets.com raised $82 million from its IPO pre-revenue (bad) and Anthropic raised $500 million from Sam Bankman-Fried pre-revenue (good)

Post by sagarm » Sat, Oct 04, 2025, 3:02 PM UTC

hn_throwaway_99 wrote: post #688

MountDoom wrote: post #626

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> Google Docs, Google Meet and Gmail provide a tiny fraction of Google's overall revenue. I don't understand your argument here. Like Chrome and Android, these products exist to establish foothold, precisely so that Microsoft or OpenAI can't take Google's lunch. My point is that brand recognition doesn't matter: if you can get equivalent functionality the easy way (a click of a button in Docs), you're not going to op…

> My point is that brand recognition doesn't matter: if you can get equivalent functionality the easy way (a click of a button in Docs), you're not going to open a separate app and copy-and-paste stuff. I couldn't disagree more with this statement. So far I've seen companies trying to shoehorn AI into all these existing apps and lots of us hate it. I want Docs to be Docs - even if I'm writing some sort of research pa…

Post by sagarm » Sat, Oct 04, 2025, 3:36 PM UTC

bobxmax wrote: post #674

lelandbatey wrote: post #250

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They're not claiming that it's like the dot com boom because no one is actually making money. They're claiming that this is more like the dot com boom than the housing bubble, which I think is true . The dot com crash didn't cause Jane-on-the-street to lose her house while she worked a factory job, though the housing crisis did have those kinds of consumer-affecting outcomes.

It's nothing like the dot com bubble because that was based on speculative future value and zero present value. There is more present value in AI than at any point in software in the last 30 years.