The Ledger
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why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Weinberg: OpenAI's API Access Is Underpriced and Vulnerable to Commoditization
“And it seems like the API revenue is, is, you know, maybe they're kind of giving away, giving it away more than they are actually like charging the full value of it. And it's also more easily commoditized.”
Weinberg: OpenAI's True Cash Burn Masked by Microsoft Compute Credits
“You look at sort of the actual cash Leaving open AI. And it's a lot lower than you would think compared to their income statement. Losses because so much of the expense is tied up in Microsoft compute credits, which is not technically a cash item.”
Weinberg: OpenAI CFO Tells Staff Compute Sourcing Will Expand Beyond Microsoft
“Sarah Fryer, open AI CFO has told employees that look, we're going to spend some of the six, And a half billion dollars you know, racing also to develop data centers with other potential sort of companies.”
Weinberg: OpenAI Will Need to Raise Capital Again by 2026
“My back of the envelope would say 20, 26 at the latest”
Weinberg: Bear Case Suggests OpenAI Revenue Driven by Experimenting Early Adopters
“I think right now the bear case is like a lot of this revenue is from early adopters who are, you know, sort of playing around with the stuff.”