Comment by darkwizard42
2 days ago
Is there any link directly to the report? I am unable to find any in this article or a number of others which seem to just copy the same information here.
I think beyond the number of crazy assumptions (no Google taking market share in the consumer market?? only 2% of digital advertising expected to be captured by OpenAI?) it is hard to nail down which levers could move which might make this funding hole disappear.
No, and there never will be. The second you ask anyone for hard numbers about OpenAI’s (or any AI’s) unprofitability, everyone evaporates (which is weird considering how quantitative the HN crowd tries to be, compared to, say, reddit). Everything is just “professional opinions” on economics by tech bro bloggers.
I'm not looking for OpenAI numbers, I'm looking for the HSBC report which would contain more numbers regarding how they did their estimates.