The Real Cost of AI
Everyone is talking about OpenAI's massive 3.5x revenue growth, but the leaked IPO documents reveal a massive structural problem.
What the video says
OpenAI's revenue grew 3.5 times. These growth figures leaked from financial documents just as the company prepares for its upcoming IPO.
Traditional SaaS businesses enjoy 80% gross margins, but this report questions if AI is structurally different. Because AI inference costs scale linearly with usage, which could turn the business into a CapEx-heavy utility facing intense price wars.
