In a Better Offline exclusive, Ed Zitron reveals how much OpenAI spent on inference in 2024 and 2025, as well as how much it paid Microsoft as part of its 20% revenue share. Inference costs are much higher - and implied revenues much lower - than previously reported.

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The Information - OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn - https://www.theinformation.com/articles/openais-first-half-results-4-3-billion-sales-2-5-billion-cash-burn?rc=kz8jh3 

The Information (reference to $6bn inference spend) - http://theinformation.com/articles/openai-forecasts-revenue-topping-125-billion-2029-agents-new-products-gain?rc=kz8jh3

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In a Better Offline exclusive, Ed Zitron reveals how much OpenAI spent on inference in 2024 and 2025, as well as how much it paid Microsoft as part of its 20% revenue share. Inference costs are much higher - and implied revenues much lower - than previously reported. (Free) Newsletter: <a href="https://www.wheresyoured.at/oai_docs/">https://www.wheresyoured.at/oai_docs/</a>
The Information - OpenAI&rsquo;s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn -&nbsp;<a href="https://www.theinformation.com/articles/openais-first-half-results-4-3-billion-sales-2-5-billion-cash-burn?rc=kz8jh3">https://www.theinformation.com/articles/openais-first-half-results-4-3-billion-sales-2-5-billion-cash-burn?rc=kz8jh3</a>&nbsp; The Information (reference to $6bn inference spend) - <a href="http://theinformation.com/articles/openai-forecasts-revenue-topping-125-billion-2029-agents-new-products-gain?rc=kz8jh3">http://theinformation.com/articles/openai-forecasts-revenue-topping-125-billion-2029-agents-new-products-gain?rc=kz8jh3</a>
Want to support me? Get $10 off a year&rsquo;s subscription to my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/w08jbm4jwg">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/w08jbm4jwg</a> it would mean a lot!
YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to <a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code&nbsp;FREE99 for free shipping on orders of $99 or more.
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Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build. 

Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build. 
Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

Better Offline

Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build.



Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build.
 
Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.

Exclusive: Here's How Much OpenAI Spends On Inference And Its MSFT Revenue Share

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/60d60576-942d-42e9-8b88-b392016ff5b4/transcript

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