The AI Industry Is Losing(www.wheresyoured.at)
11 pointsby spking2 hours ago3 comments
  • handoflixue2 hours ago
    I cannot fathom being in a position of such privilege that this looks like "losing". I wish I could lose like this. I think most people would be extremely happy to be losers, if this is how we're defining the word.
  • breadsniffer2 hours ago
    I’m paying $100 per month for codex, idk if that’s them “losing”….? Although idk about big enterprise cos keeping their unlimited token/tokenmaxxin usage though API req
  • AndrewKemendo2 hours ago
    Losing at what?

    The author never states what would constitute winning

    • mynameisbillyan hour ago
      I would assume being profitable constitutes as winning when you're throwing hundreds of billions of dollars at a technology. OpenAI and Anthropic don't have a very obvious path to profitability.

      The author is pretty obvious and exhaustive about what he means by "losing": AI capex bubble is unsustainable, AI revenue is circular, no meaningful AI compute demand outside of OpenAI and Anthropic, AI products are mediocre at best (and still heavily subsidized, at that), AI is causing various mental health crises, OpenAI lost $20.9 billion on $13 billion in revenue in 2025.

      OpenAI spent $17.2 billion on Azure in 2025 making the infrastructure bill exceed total revenue by about $4 billion BEFORE even counting salaries, research, stock compensation or anything else.

      I feel like the responses here are purposely obtuse and people are refusing to realistically evaluate the economics of Anthropic and OpenAI

      • AndrewKemendo43 minutes ago
        > The author is pretty obvious and exhaustive about what he means by "losing": AI capex bubble is unsustainable, AI revenue is circular, no meaningful AI compute demand outside of OpenAI and Anthropic, AI products are mediocre at best (and still heavily subsidized, at that), AI is causing various mental health crises, OpenAI lost $20.9 billion on $13 billion in revenue in 2025.

        So then it’s just profitability modulo “various mental health crises”

        • mynameisbilly40 minutes ago
          Obviously it's not. Would you like me to sit here and do the work of reading the article for you? Or are the numbers involved a bit too much for you to handle?

          Continue shoving your fingers in your ears and closing your eyes to the absolute nonsense that is behind OpenAI and Anthropic's economics, it won't change the fact that their path to profitability doesn't exist.

          • AndrewKemendo19 minutes ago
            So……profitability

            Is the person defending Anthropic in the room with us?

    • dgellowan hour ago
      At making money