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Hahhahaha perfect timing. "Hey everyone you're getting cold feet about ai capex, great news, we need more money than anyone has ever asked for. Also we aren't going to make as much from selling access to our actual models, just our error ridden search engine that drives people insane."

Okay it should be a much bigger deal that they reduced their projections for selling agents by $26bn, and no, the reason isn't "they'll build them into ChatGPT," it's because they don't god damn work. Sam Altman said this was the year that agents would change the workforce! Nasty!

How are they burning $45bn in 2028? They promised $30bn a year in 2028, they also projected $28bn on Microsoft compute. Hey remember when they were meant to make $3bn from SoftBank for "agents"? Isn't it weird how they just stopped talking about that? www.theinformation.com/articles/ope...

This paragraph is speculative gold