this post was submitted on 11 Dec 2025
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[–] Perspectivist@feddit.uk 8 points 1 day ago (3 children)

ChatGPT alone has 800 million weekly users of which the vast majority are normal people - not companies. The demand is there despite it not being able to increase company profit margins the way people expected. I don't see this computing infrastructure needing to run idle anytime soon.

[–] Varyk@sh.itjust.works 18 points 1 day ago* (last edited 1 day ago) (3 children)

Chatgpt is constantly losing money, public surface-level interest won't matter much when the capital runs out and they're still accruing significant debt without any revenue.

[–] Perspectivist@feddit.uk 1 points 17 hours ago* (last edited 15 hours ago) (1 children)

They're losing money mostly because of massive investments in new datacenters and GPUs. Not because people are not willing to pay for using it.

[–] Varyk@sh.itjust.works 2 points 15 hours ago* (last edited 15 hours ago) (1 children)

Nope, you'll certainly need a source to back that speculation up.

Half a billion people are "using" AI and the total llm market cap is a few billion. On average, users may be willing to pay up to 50 cents a month for inaccurate word association.

Not even a drop in the buckets companies need to fill up with everything they're spending just on advertising, not to mention infrastructure, utility and upgrade costs.

People are statistically not willing to sustainably pay for llms, even if we assumed the rosy predictions of 20x LLM market caps in a decade.

Devil's advocate: Increased AI cash flow could occur if people don't realize their ai "search results" are paid advertisements, and considering longstanding obliviousness to directed advertising and the recent abolishment of US consumer rights...it could happen.

[–] Perspectivist@feddit.uk 1 points 15 hours ago* (last edited 15 hours ago) (1 children)

"Nope" implies you already have a source proving me wrong.

[–] Varyk@sh.itjust.works 1 points 15 hours ago* (last edited 15 hours ago) (1 children)

Yes; the included source and explanatory paragraph above in the same comment you are referencing.

Would you care to provide any evidence for your speculation that people are willing to pay enough for AI to sustain its costs?

[–] Perspectivist@feddit.uk 1 points 15 hours ago (1 children)

Would you care to provide any evidence for your speculation that people are willing to pay enough for AI to sustain its costs?

ChatGPT alone has 800 million weekly users and their total revenue in 2025 was 13 billion with 70% coming from normal users. That's drop in the bucket though considering they've commited to investing a trillion dollars into new computing capacity over the next 10 years.

[–] Varyk@sh.itjust.works 1 points 15 hours ago* (last edited 15 hours ago) (1 children)

This is why you should provide a source, your numbers and associated assumptions are incorrect:

Chatgpt has estimated revenue of 1.3 billion, not 13 billion, neither of which are remotely significant as revenue streams relative to cost.

That's the thrust of my opening paragraph, and then you appear to have taken up my drop in the bucket analogy, so i guess we're on the same page now.

[–] Perspectivist@feddit.uk 1 points 14 hours ago* (last edited 14 hours ago) (1 children)
[–] Varyk@sh.itjust.works 1 points 9 hours ago* (last edited 8 hours ago)

You mean the independent source I provided several messages ago you're trying hard not to acknowledge?

You've got to learn personal and community responsibility sooner or later. You can make wild claims, but since they've already been disproved, you're going to have to provide evidence eventually.

[–] FaceDeer@fedia.io 4 points 1 day ago

A major problem faced by first-mover companies like OpenAI is that they spend an enormous amount of money on basic research and initial marketing and hardware purchases to set up in the first place. Those expenses become debts and have to be paid off by the business later. If they were to go bankrupt and sell off ChatGPT to some other company for pennies on the dollar that new owner would be in a much better position to be profitable.

There is clearly an enormous demand for AI services, despite all the "nobody wants this" griping you may hear in social media bubbles. That dermand's not going to disappear and the AIs themselves won't disappear. It's just a matter of finding the right price to balance things out.

[–] chunes@lemmy.world 1 points 22 hours ago

They are about to put ads in the service. The money will be made eventually

[–] ch00f@lemmy.world 7 points 1 day ago (1 children)

I think OP is talking about all of the future data centers that are allegedly being build despite nobody even knowing where. Nvidia has agreed to pay OpenAI $10B per gigawatt of datacenter for 10 gigawatts of datacenter build up over the next few years.

Unlikely that will fully materialize, but that's the current outlook.

[–] mrmacduggan@lemmy.ml 2 points 1 day ago (1 children)

They're trying to build several right now near my home in Southeast Michigan. So now you know where.

[–] ch00f@lemmy.world 2 points 1 day ago (1 children)

That sucks. Sorry about your luck.

[–] mrmacduggan@lemmy.ml 1 points 1 day ago

We're doing our best to shut down wherever they pop up but they REALLY want our electricity, land, and water.

[–] Melobol@lemmy.ml 4 points 1 day ago* (last edited 1 day ago)

The free plan of chatgtp is more than enough for most people. And when they decide to start charging for it, probably 30% of free users will switch to a different (mahbe even locally run) Ai.