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It's actually completely been disproven, Open"AI" is burning over ten billion a quarter in net losses. It has no commercial value.

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To play the Devil's advocate, OpenAI actually has hundreds of millions in income, even though they are spending far more in training new models.

The issue is, as it stands, LLMs are going to become a commodity. Could that happen and OAI is still a valuable firm? Maybe. Do I personally think OpenAI has the product prowess to pull it off? Nah, I think they are overly-concentrated with technologists (same problem Google has). Apple is still king when it comes to figuring out the ideal form of the product the buyer desires.

Apple can take a future OSS model and produce the winning product. That truth would be very bitter for many to swallow. Cook maintaining good relations with China could be the thing that makes Apple topple everyone in the long-run.

> has hundreds of millions in income

By selling a dollar for ninety cents? This metric is meaningless.

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