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“OpenAI is a good example of the AI bubble.”
Yahoo Finance· 2025-08-20 01:30
A lot of these AI models are similar. They use the same neural net transformer architecture. They're a bit like airlines in many respects.You got a commoditized product with a huge amount of capex requirement. That's not a recipe for strong profitability or high equity returns. Open AI is a good example of the AI bubble.You've got a company that is losing a lot of money on the hope that eventually they're going to be able to significantly raise prices and generate enough revenue to cover their capex costs. ...
X @Investopedia
Investopedia· 2025-07-30 14:00
Activity-based costing assigns overhead and indirect costs to products based on what drives those costs—offering a clearer picture of profitability.Learn more: https://t.co/QMrzc6Ldyp https://t.co/X4q88BsZjf ...