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1. waldop+(OP)[view] [source] 2026-02-04 20:21:13
You may not like this sources, but both the tomato throwers to the green visor crowds agree they are losing money. How and when they make up the difference is up to speculation

https://www.wheresyoured.at/why-everybody-is-losing-money-on... https://www.economist.com/business/2025/12/29/openai-faces-a... https://finance.yahoo.com/news/openais-own-forecast-predicts...

replies(2): >>mh2266+QP >>mediam+QT
2. mh2266+QP[view] [source] 2026-02-05 01:11:20
>>waldop+(OP)
> green visor crowds

??

replies(1): >>mkl+sI1
3. mediam+QT[view] [source] 2026-02-05 01:44:36
>>waldop+(OP)
The comment was with reference to inference, not total P&L.

Of course they are losing money in total. They are not, however, losing money per marginal token.

It’s trivial to see this by looking at the market clearing price of advanced open source models and comparing to the inference prices charged by OpenAI.

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4. mkl+sI1[view] [source] [discussion] 2026-02-05 09:33:13
>>mh2266+QP
https://en.wikipedia.org/wiki/Green_eyeshade
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