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Lots of AI apps are creating a lot of value, that somehow gets overlooked in these convos


Can you provide some names of AI apps who’s revenue > cost ?


I mean, ChatGPT could easily be profitable today if they wanted to, but they're prioritizing growth


[citation needed]


Please stop the BS and take a basic corporate finance class.

FCFF = EBIT(1-t) - Reinvestment.

If OAI stops the Reinvestment, they lose to competition. Got it? Simple.


A lot of value is being created with some of these AI apps but are the people funding the development of these apps seeing a return on investment? (Honest question, I don't really know)

The article mentions

> This is a bubble driven by vibes not returns ...

I think this indicates some investors are seeing a return. I know AI is expensive to train and somewhat expensive to run though so I am not really sure what the reality is.




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