HSBC estimates OpenAI’s cloud compute costs could far outpace revenue for the rest of the decade.
Even with revenue rising toward $200B by 2030, free cash flow stays deeply negative.
Shared via 
Shared via 
Pull That Up Jamie
Pull That Up Jamie - AI-Powered Podcast Intelligence
Search 100,000+ podcast clips by meaning, explore ideas in 3D, collect research sessions, and automate content — all from one tool.