i'm sure openai and their investors know what the cash burn is. it's also been well reported by The Information with no pushback from the company or investors. they have also reported that openai is forecasting $9b in training compute spending for 2025, up from $3b last year. this more or less lines up with Epoch's estimate that training compute has reliably grown by ~4x per year. the vast majority of that is just from building bigger data centers rather than chip performance improvements. you obviously need to grow revenue pretty quickly to absorb that.

https://www.theinformation.com/articles/openai-says-business...

https://epoch.ai/blog/training-compute-of-frontier-ai-models...