Gavin Purcell@gavinpurcell

8 months ago

Yes, the $40B that OpenAI raised is a crazy amount of money & they have huge upside. But they lose money (so far). This morning, I learned that Google plans to spend $75B on *just* CapEx in 2025 & makes 2.5x OAI's raise in profit every year. And *inference* is expensive. https://t.co/QpmbGlBvJC

FinChat@finchat_io

8 months ago

Analysts expect Google to spend more than $72 billion in CapEx in 2025. What impact will this have on long run earnings? $GOOGL https://t.co/vNA2SWDLOA

tyler hogge@thogge

8 months ago

OpenAI will probably become a trillion dollar company on the following two theses: 1) enterprises will pay $1m+ a year for digital workers 2) consumer appetite for ai is nearly endless