Were Xerox, Dec, or Apple burning investor money by the billions of dollars?
Shhh. You are not allowed to ruin OpenAI’s PPU value. Can’t make the E7’s feel bad.
Why not, though? For better or worse, they're a consulting services company these days, and they work with an eye-wateringly large number of companies. I would expect them to have a very good view as to what companies use AI for, and plan/want to use AI for in the future. They may not be experts in the tech itself, but I think they're decently well-positioned to read the tea leaves.