Post by Byrne Hobart on X
Byrne Hobart@ByrneHobart
XHere's a fun piece from Ed Zitron in late 2024 talking about how implausible OAI's revenue estimates for '25 were (they beat them by over $1bn) and how margins will come down due to reasoning models (his numbers show gross margins improving).

464 likes21 repliesPosted Jun 16, 2026