I was wondering if any of you has done the math of what needs to go right for OpenAI over the next 3 years?
Last I saw was an expectation of 12B of revenue for 2025. How much would they need to grow to be able to even honor the recent agreements they have signed with Nvidia, oracle and AMD?
Even with an absurd 70% CAGR over 5 years it still seems that there is no path for this business to generate any cash before 2030.
At which % of growth does the whole deck of cards come undone?