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When you square that with the total revenues of 6B in 1H.
There's a reason Google and Facebook run the tech world as we know it.
Not impossible, but not a given.
On the contrary the math makes it very clear. They need a free user ARPU of $11 to 12 per quarter to be profitable with billions to spare.
That's a low bar to clear for a platform with 700M+ Weekly Active Users who are more personal with it than any Google search.
AI: Hold my beer.
Just to put that in context, US GDP last year was about $30tn, and Apple's revenue was about $400bn. So Altman is saying he wants to spend around 1% of US GDP, or most of Apple's revenue, on compute alone in 2029. He's clearly using the "fire all your white collar employees" pitch deck at the very least, if not the "prepare to meet your Silicon God" one.
However, looking at it impartially, it seems to mean sama is planning on making more money. Which seems to conclude in ads are incoming.
But is this sama doing the same thing. He CAN NOT stop and MUST NOT slow down. The slightest display of hesitation and doubt will make it all come crashing down.
And everyone else is doing the same. It’s an international game of chicken.