@smellsfischy.bsky.social
Really over here to vibe about Goose the Band and other music
Exclusive: Based on documents viewed by this newsletter, OpenAI spent over $12.4 billion on inference from 2024 to September 2025. As part of its Microsoft revenue share, it sent $493.8m in 2024/$865.8m Jan-Sep 2025, implying lower revenues than previously reported.
www.wheresyoured.at/oai_docs/
Needs a medical alert bracelet
12.11.2025 02:58 — 👍 1 🔁 0 💬 0 📌 0Shoeless in Seattle?
10.11.2025 23:15 — 👍 5 🔁 0 💬 0 📌 0The Democrats are like the 28-3 Falcons.
No matter how far ahead they can find a way to lose
Nah.
10.11.2025 03:35 — 👍 1 🔁 0 💬 0 📌 0agreeing to make a terrible deal while your main opponent is quite literally being boo'd on live tv by an entire stadium of people is the kind of political instinct you'd normally only find in a 3 week old dead goldfish
10.11.2025 00:36 — 👍 25955 🔁 6451 💬 250 📌 212A: Because the other side is a bunch of fucking Nazis who only respond to having their balls in a vice
10.11.2025 03:33 — 👍 1 🔁 0 💬 0 📌 0My first show. Probably one of my most listened to tracks
10.11.2025 03:04 — 👍 1 🔁 0 💬 0 📌 0But how else can he build his casino there?
09.11.2025 15:50 — 👍 0 🔁 0 💬 0 📌 0In another era, ICE raids would be described as persecution of Catholics.
09.11.2025 02:04 — 👍 6364 🔁 1108 💬 161 📌 36At least Trump is coming back to DC early from his golf trip to Palm Beach so he can attend a football game while pressuring them to name the stadium after him.
He’s always working hard to improve our lives.
I get this a lot too. I don't use ChatGPT or any LLMs in my work because I want my writing to sound like me, not like the averaged-out voice of the internet. But also, writing is thinking, and thinking is a habit. I don't want to get out of that habit.
08.11.2025 13:42 — 👍 524 🔁 89 💬 12 📌 13Nick Carr's book "The Glass Cage" discusses this very example. He says we go from wayfarers to passengers
08.11.2025 14:50 — 👍 1 🔁 0 💬 0 📌 0People seem to not grasp the double meaning of the Greek word "logos" as speech and reason.
08.11.2025 14:49 — 👍 1 🔁 0 💬 0 📌 0
Liar lies. Man bites dog.
Rinse. Repeat.
"Too Big to Fail" always means "To Big to Care"
garymarcus.substack.com/p/sam-altman...
Demand would imply that there is a useful product that people would be willing to pay the money needed to cover the costs of
AI companies have a terrible conversion rate, are largely hemorrhaging money. Not great signs of a huge demand
Don't think there's enough demand. And AI specific gpus are not any good for most other computing functions.
Why it's unlike the cable analogy
You let me know when there's any profit for anyone but NVIDIA and I will believe this.
07.11.2025 16:40 — 👍 1 🔁 0 💬 1 📌 0Data centers in question are primarily for AI.
Not ordinary internet activity.
The real irony would be asking how many of them have chatgpt on their phones
That's a word for it.
The wrong word, but definitely a word.
Sean Duffy calls his move to cancel flights as "really unique action"
07.11.2025 15:47 — 👍 748 🔁 134 💬 233 📌 88
Back on my shit this morning
guerillatoss.bandcamp.com/track/ceo-of...
💯
07.11.2025 03:15 — 👍 1 🔁 0 💬 0 📌 0I watched the Christmas Carol today. First ten minutes are great. Scrooge making people work on Holidays? That guy would make America great again.
After that all downhill. That Tiny Tim is weak. Never will earn. Doesn't deserve the Bird.
Sam, is that you? 🤣
07.11.2025 01:00 — 👍 2 🔁 0 💬 0 📌 0
OpenAI Burned An Estimated $19 Billion In Cash Between 2023 and 1H 2025 - Where Did It Go? OpenAI had $9.6 billion in cash at the end of June. So, Microsoft’s funding in 2023 was $2 billion in cash (and $8 billion in credits, but I’m not counting those), add in the $6.6 billion of cash from 2024 (i’m not including the line of credit, as that would be a “cash equivalent), $10 billion from SoftBank and other investors in June 2025, and we assume $2 billion in revenue in 2023, $3.7 billion in revenue in 2024, and $4.3 billion in revenue in the first half of 2025 (for a total of $28.6 billion in cash), this means that OpenAI burned $19 billion in cash from the beginning of 2023 through the end of June 2025. Yet the reported losses are much, much smaller. For the sake of argument, I’m also going to leave OpenAI’s $4 billion line of credit out of the calculation. In 2024, OpenAI allegedly burned $5 billion. Through 1H 2025, it had a “net loss” of $13.5 billion but an “operating loss” of $6.7 billion, and the painfully-worded accounting leaked to The Information is done in such a way as to make it unclear how much of that is cash, with the hopes that you believe it’s not cash burn. $19 billion in burned cash doesn’t make sense based on any reported numbers. Even if we assume OpenAI burned $2 billion in cash in 2023, $5 billion in cash in 2024 and $6.7 billion in cash in 1H 2025, that’s $14.9 billion in missing burn to get us to the $28.6 billion total. I guess there could be prepayments as part of its deals with Broadcom or CoreWeave, but even then, The Information had another tidbit: OpenAI also recorded around $670 million of equity it gave to unnamed entities for providing the company with servers in the first half of 2025, compared to $1 billion in such equity compensation last year. While it’s not clear which cloud provider or providers received the equity, the decision could help OpenAI minimize its cash burn as it projected it would spend $16 billion to ren…
Tomorrow's Premium: Based on analysis of years of reporting, OpenAI has burned $23 billion since 2023, ending 1H 2025 with $9.6bn cash. OpenAI appears to have $9bn+ more in burn than has previously been reported.
Here's $10 off annual.
edzitronswheresyouredatghostio.outpost.pub/public/promo...
Two crappy services together at last!
06.11.2025 18:51 — 👍 2 🔁 0 💬 1 📌 0
