Comment by giancarlostoro
2 days ago
If nobody invested in OpenAI how long could they keep the lights on? They're not profitable yet, and a lot of the wealth that Sam Altman seems to be making revolves around strange circular deals.
By comparison, Anthropic is projected to break even in 2028. Google's Gemini is already profitable.
What source do you have the Gemini is profitable? Are you referring only to the chat app, or to Google'a AI Ventures division? Or including Google Cloud AI related revenue?
Not agreeing with the parent, but that hardly matters. Google has a real business, advertising, that brings in $400 billion a year and income around $150B. They can afford to throw away tens of billions every year while still remaining immensely profitable and quite solid as a business. OpenAI has no such income to spend so it's as the above comments reflect, entirely unsustainable while Google's spending on AI is a drop in the bucket for them.
That's not saying that Gemini is profitable though.
1 reply →
Interesting. I’m having anything on Gemini being profitable though, do you happen to have a source?
Here's one, basically AI is driving 15% of Google's profits at the end of 2025.
https://advergroup.com/gemini-hits-650-million-users/
I didn't really realize how big Gemini was until I saw that Qualia was using it, they apparently used 0.01% of Geminis total tokens (100 billion) in about 3 months, they're in production with the title and escrow industry, so that's a great deal of data going through Gemini, unlike some chat subscription this is all API driven, which I doubt Google is charging at a loss for.
https://www.qualia.com/qualia-clear/
Unlike OpenAI, Google has an actual business model, not just strange circular deals.
Edit: I misswrote "majority of" instead of 15% of Google's profits.
> Here's one, basically AI is driving 15% of Google's profits at the end of 2025. https://advergroup.com/gemini-hits-650-million-users/
This does not at all tell us Gemini is profitable or driving 15% of its profits. The article does not mention profits even once. It then goes on to bizarrely compare Gemini's monthly active users to Open AI's weekly active ones.
1 reply →
[flagged]
The title and escrow industry is using Gemini (via Qualia Clear) enough so that Qualia accounts for 100 billions of token usage in about 3 months. Just because you don't see who is using it, and how, doesn't mean that when the dust settles, the people actually using AI for real purposes wont keep using AI. I'm not sure which AI models big pharma is using, but there's already at least one new pharmaceutical drug in the secondary testing phase, showing strong results.
There will definitely be room for AI. OpenAI is just not really showing that they care about a particular business model. Probably a strong indicator that Sam Altman is probably the worst person to lead that company. Anthropic will be profitable before OpenAI ever will be.
Gemini is in the green in terms of spending / income ratio FYI. I'm not talking about stocks.
> Especially when that military is the reincarnation of Nazi Germany , and a fourth Reich (The USA)
I can't believe people who think this actually exist.
Have you watched the news recently?
5 replies →