YEPPP... and I'm kind of shocked at how many people can't do simple math.
Let's put it context. Google's annual revenue seems to be north of $400B. So if OpenAI suddenly had Google's revenue, it would still be insufficient to recover their investment.
and it's a ticking time bomb because $1T in servers, CPUs, GPUs and memory is going to be worth $200B in 5 years. You can say they can keep using what they've got. Sure. But they're also not going to stop spending on new hardware. And the competitor that comes along in 5 years and spends $1T doing the exact same thing is going to have a huge advantage.
OpenAI at this point reminds me very much of the Russ Henneman pre-money hype cycle.
This should be the top comment. Also, I think its not that many people, including our Simon here, are not good at math. Its more like, some of them seem to be incentivised to not be cough, cough, "good at math". How else will the hype sell?
How could extremely capable artificial brains ever pay for themselves?
Prices are not going to stay where they are.
You have either never seen a tech cycle, or need to be reminded of that. The pressure to buy more expensive plans is already starting to form.
It's actually worse than that. It's not just financial depreciation or that the existing hardware becomes obsolete due to being less powerful than new hardware but also that hardware being run all the time at high load actually has a limited lifetime of a few years so it will physically break...