TSMC execs allegedly dismissed Sam Altman as ‘podcasting bro’ — OpenAI CEO made absurd requests for 36 fabs for $7 trillion
TSMC execs allegedly dismissed Sam Altman as ‘podcasting bro’ — OpenAI CEO made absurd requests for 36 fabs for $7 trillion
Scale of Sam Altman’s proposed investment plans considered ‘absurd’
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Open AI has a projected revenue of 3 Billion this year It is currently projected to burn 8 Billion on training costs this year Now it needs 5 Gigawatt data centers worth over 100 Billion And new fabs worth 7 Trillion to supply all the chips
I get that it's trying to dominate a new market but that's ludicrous. And even with everything so far they haven't really pulled far ahead of competing models like Claude and Gemini who are also training like crazy.
It seems that the ~$3.7 billion revenue figure is from this NYT article.
Some interesting background:
Roughly 10 million ChatGPT users pay the company a $20 monthly fee, according to the documents. OpenAI expects to raise that price by $2 by the end of the year, and will aggressively raise it to $44 over the next five years, the documents said.
It will be interesting to see if their predictions turn out to be true. $44 a month seems steep for a LLM, not to mention there will likely be a lot of competition both from cloud LLM providers and local LLM initiatives.
$44 a month. Good luck with that. Google will offer Gemini for free until open AI dies of starvation and they will soon have hard time justifying the $20 for most user.
I also doubt their Apple deal last 5 years, I would be surprised if the control freak company sees it as anything more than a temporary belt because they were caught with their pants down.
The day AWS starts a Mistral-as-a-service is when OpenAI dies.
I could maybe see people using it professionally for $44 a month. I don't see them being successful marketing to the casual, curious, and hobbyists for 3x a streaming subscription.