GQG warns OpenAI economics risk long-term viability
A new whitepaper from GQG Partners has issued a stark warning on OpenAI’s long-term business viability, arguing the company’s economics are fundamentally unsound despite rapid revenue growth, mass user adoption and its central role in the global AI infrastructure boom. In Dotcom on Steroids: Part II, GQG contends that OpenAI’s business “appears commoditized” and is “hyper capital-intensive,” with rising compute costs and intensifying competition from...
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