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OpenAI misses revenue, is the AI bubble bursting?

57 points by oomuinio

by whinvik

3 subcomments

Is this article really worth sharing? A speculative headline with no numbers, no estimates, 0 data.
Feels like click bait and HN is submitting to the bait.

by tedd4u

1 subcomments

This CNBC article is based on a Wall Street Journal article.
https://archive.ph/mTiIs
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO By Berber Jin
The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth

by 9fwfj9r

1 subcomments

OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?

by nikolay

1 subcomments

Journos love bashing AI, knowing they will be replaced by it within months to a couple of years.

by jaredcwhite

1 subcomments

by illist-ell1s

1 subcomments

These companies will not be able to keep making large improvements to their models as time goes on. You gotta remember to not be holding the bag when the music stops.

by nullsmack

1 subcomments

The Dot Com bubble burst and it didn't materially affect anything. Some of the things that failed then even came back later. Buying stuff online ate retail, sadly enough. Some dumb business plans went away, but the core of the commercial web never did. There's an idea, mostly from the anti-AI folks, that AI will magically "go away" once the bubble finally bursts and I hate to burst any more bubbles here but AI isn't going back in the bottle. For better or worse.

by mock-possum

0 subcomment

by guluarte

0 subcomment

I guess free tokens are over and most providers will move to token based billing soon.

by ChrisArchitect

0 subcomment

Related:
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
https://news.ycombinator.com/item?id=47929510

by ivandenysov

1 subcomments

by therobots927

1 subcomments

by bit1993

3 subcomments