Kulturkampf

[Uncle]

on that note

one of the biggest AI analyst spergs is ed zitron who has been screaming about the bubble popping for a long time

he basically just owned himself by promising big news, getting a secret exclusive leak of OpenAI's financials...and then quietly posted it to "let the data speak for itself" without any commentary on it...because it disproved everything he's been saying

https://www.obsolete.pub/p/ed-zitron-just-disproved-the-core

AI’s most dedicated hater, Ed Zitron, recently intoned that something big was coming:

One of my sources has come forward and brought me a story that will possibly burst the AI bubble …

If you’re wondering what the story is, know that it’s the information I’ve wanted for years, delivered as I have always wanted it, and I will treat it with the reverence it deserves. Imagine what the worst possible thing for me to get would be and you’re probably close. …

I can guarantee you it’ll be worth it, and you’ll be stunned by what I report.

On Monday, Zitron came through, sharing OpenAI financial data that was leaked to him. He regularly publishes 15,000 word posts, but this time he kept it short and sweet, explaining that “Due to the seriousness of this story, I am not going to do very much editorializing, as the numbers speak for themselves.” While OpenAI’s losses are, as we’ll soon see, significant, the uncharacteristic lack of analysis may better reflect the fact that the numbers don’t actually comport with the story Zitron has been selling.

The ChatGPT creator has a tough financial road ahead of it, and the amount of money it expects to lose before becoming profitable overall ($115 billion) is nearly four-times higher than the most money a company ever burned before reaching profitability (Uber’s $31.5 billion).

It might not get there.

But all that distracts from the fact that Zitron pulled out the linchpin in his own case that the whole industry is a bubble. His data shows definitively that OpenAI makes far more from ChatGPT than it costs to serve, even while serving it to hundreds of millions of free users. And the vast majority of its users pay nothing: with 900 million weekly active users and just 50 million paying subscribers as of February.