Comment by sberens

10 hours ago

> They've got, ballpark, $5t to $10t to make back in the next 5 years

OpenAI's spending commitment is in the ~1T range for the next 5 years, and Anthropic is ~300B.

If they continue to show strong growth, they likely need to be at 100-300B in revenue/yr to support their yearly payments + financing, not 1T.

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