Part of The Rogue AI Crisis · 14 stories · since Sep 22 · newest 9h ago
OpenAI's revenue signal turns murky, rattling AI stocksFuturism frames episode as sign AI bubble is 'teetering'
6 Oct 9 8:14 AM · 4d ago · 6 articles · 1 video · 5 posts · 10 comments · 5 sources · development 6 of 7
Coverage linked the revenue gap to broader doubts about AI industry economics, noting it followed a Bain & Co report that the industry would need $6 trillion in annual revenue by 2031 to justify data-center spending.
OpenAI AI company at center of the revenue disputeFinancial Times Outlet that broke the revenue discrepancyAnthropic Rival AI lab used as revenue comparison pointNvidia Chipmaker affected by the market reaction
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What was reported 1 claim about this development
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1 outlet AI Bubble Teetering on the Brink as OpenAI Admits to Massive Financial Failure in Leaked Documents
first by Futurism, 4d ago
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On air 1 segment · click to watch, arrow keys to move
What people said 11 voices · verbatim
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It’s not an opinion. It’s a fact. The exact same net amount of money would change hands and the exact same actions would have occurred. The situations are identical. Both economists have the same amount of money. Both economists have eaten shit. Both are happy with the arrangement, because they both agreed to both transactions. Therefore, they…
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Watch OpenAI Targets $70 Billion in Annualized Revenue by Year-End - Bloomberg https://www. bloomberg.com/news/videos/2026 -10-09/openai-targets-70b-in-annualized-revenue-by-year-end-video?utm_source=flipboard&utm_medium=activitypub Posted into Bloomberg Television @ bloomberg-television-bloomberg
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Rebuilding does raise gdp, yes. But the destruction lowered net domestic product. Keep in mind too that disasters in general lower gdp simply because production is disrupted as well. If you want a metric that cares about stuff like that you should look into net domestic product, which subtracts depreciation from gdp. It’s harder to measure but…
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If any of you actually use their products you would realize Anthropic is the real deal right now. I am not entirely sure what OpenAIs plan is because their models are currently second tier and their products are questionable.
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Only a part of what you wrote was a fact. The rest was your opinion. You can't even see that, so it makes sense that you aren't bothered that you have zero expertise on economics, you have much deeper problems.
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I mean, up until a year ago, human beings used their experience, education, and brains to do the tedious time consuming stuff. It's not going back very far to imagine a world without ai.
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That’s just not true most companies that seriously raise do it based off a monthly figure and report ARR monthly so you would clearly see if there wasn’t clear growth trajectory.
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Yeah, so it really depends how the transfers are handled and how much payment Anthropic actually received. Which is why revenue alone never paints the full picture.
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Thanks! Looks like I got some homework reading tonight. And I hadn't even thought about the hit in production. The University of Reddit pays off again!
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It will be more complicated. Amazon will remit the full amount to Anthropic and later charge for their cut.
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Training costs go to operating margin. Inference costs go to gross margin. It’s normal accounting.
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