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they said there's 6 more quarters of funding left, so should be busted by early to mid 2027

I bet not. Let's come back in a couple years and see.

Lots of AI apps are creating a lot of value, that somehow gets overlooked in these convos

Can you provide some names of AI apps who’s revenue > cost ?

I mean, ChatGPT could easily be profitable today if they wanted to, but they're prioritizing growth

[citation needed]

Please stop the BS and take a basic corporate finance class.

FCFF = EBIT(1-t) - Reinvestment.

If OAI stops the Reinvestment, they lose to competition. Got it? Simple.

A lot of value is being created with some of these AI apps but are the people funding the development of these apps seeing a return on investment? (Honest question, I don't really know)

The article mentions

> This is a bubble driven by vibes not returns ...

I think this indicates some investors are seeing a return. I know AI is expensive to train and somewhat expensive to run though so I am not really sure what the reality is.

meta already has a hiring freeze in AI