HSBC projects OpenAI’s free cash flow to stay deeply negative through 2030, with cloud compute costs topping $100B per year and a cumulative $792B bill.

The model requires over $200B in new equity funding to stay afloat.

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It's going to cost as much as a war to keep these stupid companies afloat.

What is that supposed to mean

Could you say: the only way to keep an unprofitable business alive for a 5 year period is the money printer?

So, modern fiat, which the closer you get to Bitcoin, the more obvious its dieing, is propping up the likes of OpenAI

How long can the miss-allocation last?

Anyone’s guess

Is it inevitable it will die?

Yes

Would I buy OpenAi equity?

Not a chance

nostr:nevent1qqsp62q953ywhf0e5qkznar4gtfw67q09pqh96nm4wn6u3wwmr9ayzcpp4mhxue69uhkummn9ekx7mq6e2k57

Smart idea: run a business at a loss for half a decade

OpenAI get "investment from US government" (nationalised) within two years. Bookmark it

OTS or it didn't happen 😁