$280 billion of expected cash burn puts the AI race into perspective. OpenAI may grow revenue almost 10x by 2030 and still consume extraordinary amounts of capital. The question isn't whether AI demand is real anymore. It's whether even the winners can build sustainable
13h
$280 billion of expected cash burn puts the AI race into perspective. OpenAI may grow revenue almost 10x by 2030 and still consume extraordinary amounts of capital. The question isn't whether AI demand is real anymore. It's whether even the winners can build sustainable
13h
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