Comment by gitremote
6 days ago
Inference contributes to their losses. In January 2025, Altman admitted they are losing money on Pro subscriptions, because people are using it more than they expected (sending more inference requests per month than would be offset by the monthly revenue).
So people find more value than they thought so they'll just up the price. Meanwhile, they still make more money per inference than they lose.
This assumes that the value obtained by customers is high enough to cover any possible actual cost.
Many current AI uses are low value things or one time things (for example CV generation, which is killing online hiring).
We are talking about Pro subs who have high usage.
1 reply →
Currently, they lose more money per inference than they make for Pro subscriptions, because they are essentially renting out their service each month instead of charging for usage (per token).
Do you have a source for that?
1 reply →