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BIG TECHNOLOGY Assertion Contradicted
Luria: OpenAI is a negative gross margin business
“Open AI is a negative gross margin business. They claim they're not, but they are right. Which is to say it costs them more to answer your chat GPT question than they make revenue from you.”
Gil Luria Nov 17, 2025 ▶ 41:07 AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
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