Altman直面1.4万亿美元质疑：只要算力还短缺，OpenAI就必须继续烧钱

Group 1 - The core viewpoint is that OpenAI's current losses are attributed to aggressive expansion in model training, and the company believes that as revenue grows, the increasing share of inference in the computing cluster will eventually cover training costs [1][2]. - OpenAI is currently in a "compute deficit" state, which is limiting its revenue growth potential, and the company must continue to invest heavily in training to maintain its technological edge and market expansion [2][4]. - Altman acknowledges that without significant increases in training costs, the company would have already been profitable, indicating a clear strategy to invest in training large models while expecting to earn more through inference [2][4]. Group 2 - Altman describes compute as the "lifeline" of the company, emphasizing that insufficient compute resources directly impact revenue performance and that the company has always been in a compute deficit [3][4]. - The financial outlook suggests that OpenAI may face approximately $120 billion in losses before achieving profitability around 2028 or 2029, with a focus on using revenue growth to support compute expansion rather than retracting due to short-term losses [2][4]. - Altman believes that as technology advances, the efficiency of compute per dollar will improve, which is part of the company's planning to address the current compute limitations [4].