The trick on the road to profits, he said, “will be finding a way to compete and win against companies that have welded their future to AI. Notably, Google, Microsoft, and X have now made their models inextricable to their other products and offerings. So, is there enough time and diversification opportunities to compete with them? My guess is that a couple pure plays will do well and maybe even disrupt the market, but many others won’t make it.”Describing the paper’s findings as “very linear” and based on short-term analysis, Scott Bickley, advisory fellow at Info-Tech Research Group, said that OpenAI has been “pretty open about the fact they are not profitable currently. What they pivot to is this staggering chart of how revenues are going to grow exponentially over the next three plus years, and that’s why they are trying to raise $200 billion now to build up infrastructure that’s going to support hundreds of billions of dollars of business a year.”Many fortunes tied to OpenAIHe estimated that OpenAI’s overall financial commitments, as a result of agreements with Nvidia and hyperscalers as well as data center buildouts, now total $1.4 trillion, and said, “They’re trying to make themselves too big to fail, to buy the long runway they’re going to need for these investments to hopefully pay off over the course of years, or even decades.”