> I would have appreciated a deeper discussion of why OpenAI's revenue isn't a data point toward generative AI having some business value. Presumably if nobody was using generative AI in a way that gives them value, OpenAI wouldn't be using all those GPU hours. That's what I was missing from the article personally.
Firstly, the revenue numbers are rumors. I have no doubt OpenAI has significant revenue, but both reported numbers are imprecise suggesting they likely are estimates at best.
Furthermore, a non-trivial amount of OpenAI's revenue is certainly coming from other AI startups. They in turn are likely burning investor cash, which isnt an indication that OpenAI is providing business value, its an indication that they provide a tool to speculate on future value. Or, more cynically, the provide a tool for companies to convince investors to give them more money.
Firstly, the revenue numbers are rumors. I have no doubt OpenAI has significant revenue, but both reported numbers are imprecise suggesting they likely are estimates at best.
Furthermore, a non-trivial amount of OpenAI's revenue is certainly coming from other AI startups. They in turn are likely burning investor cash, which isnt an indication that OpenAI is providing business value, its an indication that they provide a tool to speculate on future value. Or, more cynically, the provide a tool for companies to convince investors to give them more money.