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felixfurtaktoday at 8:27 PM3 repliesview on HN

OpenAI is basically just Netscape at this point. An innovative product with no means of significant revenue generation.

One one side it's up against large competitors with an already established user base and product line that can simply bundle their AI offerings into those products. Google will do just what Microsoft did with Internet Explorer and bundle Gemini in for 'Free' with their already other profitable products and established ad-funded revenue streams.

At the same time, Deepseek/Qwen, etc. are open sourcing stuff to undercut them on the other side. It's a classic squeeze on their already fairly dubious business model.


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edouard-harristoday at 8:32 PM

> with no means of significant revenue generation.

OpenAI will top $20 billion in ARR this year, which certainly seems like significant revenue generation. [1]

[1] https://www.cnbc.com/2025/11/06/sam-altman-says-openai-will-...

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ascorbictoday at 8:29 PM

> An innovative product with no means of significant revenue generation.

OpenAI has annualized revenue of $20bn. That's not Google, but it's not insignificant.

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woopwooptoday at 8:31 PM

Maybe? But you could have written this same thing in 1999 with OpenAI and Google replaced by Google and Yahoo, respectively.

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