Contrast this with Google who made $100Bn profit last quarter and on the side has Gemini with 650MAU and does 7B tokens/minute. It makes it clear that neither MS nor OAI know what they are doing.
By the time OAI even figures it out, they will have run out of funding. All they can do now is prop up usage numbers to signal to investors that their market position is durable.
It's unclear if they even can be, since commodity models you can use for free catch up to them pretty close to yearly.
>We are seeing AI now driving real business results across the company. We delivered our first ever $100 billion quarter. Five years ago, our quarterly revenue was at $50 billion. Our revenue number has doubled since then, and we are firmly in the generative AI era.
They also do a lot of different stuff in AI, like they make their own TPUs and "Anthropic recently shared plans to access up to 1 million TPUs". So some of the business is a bit Nvidia like.
In the past couple years they're up tremendously, yes, but so is inflation and the market in general.
Google's revenue is still almost entirely ads.
But if anyone can pull off AI longer term it'll be the Goog I'm sure.