Are OpenAI and Anthropic losing money on inference?

These numbers are off.

> $20/month ChatGPT Pro user: Heavy daily usage but token-limited

ChatGPT Pro is $200/month and Sam Altman already admitted that OpenAI is losing money from Pro subscriptions in January 2025:

"insane thing: we are currently losing money on openai pro subscriptions!

people use it much more than we expected."

- Sam Altman, January 6, 2025

https://xcancel.com/sama/status/1876104315296968813

Anyone paying attention should have zero trust in what Sam Altman says.

What do you think his strategy is? He has to make money at some point.

I don’t buy the logic that he will “scam” his investors and run away at some point.

He makes money by convincing people to buy OpenAI stock.

If OpenAI goes down tomorrow, he will be just fine. His incentive is to sell the stock, not actually build and run a profitable business.

Look at Adam Neumann as an example of how to lose billions of investor dollars and still walk out of the ensuing crash with over a billion.

https://en.wikipedia.org/wiki/Adam_Neumann

His strategy is to sell OpenAI stock like it was Bitcoin in 2020, and if for some reason the market decides that maybe a company that loses large amounts of cash isn't actually a good investment... he'll be fine, he's had plenty of time to turn some of his stock into money :)

Altman doesn't have any stock. He's playing a game at a level people caught up on "capitalism bad" can't even conceptualize.