> They just need to stay a bit ahead of the open source releases, which is basically the status quo
No, OpenAI alone additionally need approximately $5B of additional cash each and every year.
I think Claude is useful. But if they charged enough money to be cashflow positive, it's not obvious enough people would think so. Let alone enough money to generate returns to their investors.
No, OpenAI alone additionally need approximately $5B of additional cash each and every year.
I think Claude is useful. But if they charged enough money to be cashflow positive, it's not obvious enough people would think so. Let alone enough money to generate returns to their investors.