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Incredible things happening at OpenAI per @theinformation.com. Sam Altman is rushing the company toward IPO despite his CFO’s concerns about compute spend and revenue growth. Now Sam Altman is leaving her out of financial planning for compute. Perfect! www.theinformation.com/articles/ope...

Oh OpenAI’s margins are worse because they had to “buy extra compute”? Because they were so popular? So their solution is what exactly? Boosters will say “oh this is a one time thing,” except it happens every year to both companies.

An accurate explanation of the entire ai bubble. You can dress it up in as much future tense and puffery as you want but this is how this shit goes, and remember that OpenAI should in theory have the most infrastructure efficiency. These are black hole margins! bsky.app/profile/ashe...

Remember Arrakis?