They paid about $10B on inference and had about $10B in revenue in 2025. The users and numbers of zeroes on those numbers are not relevant. What is relevant is the ratio of those numbers. They apparently are not even profitable on inference, wich is the cheap part of the whole business.
And cost of inference tripled from $3B in 2024 to $10B in 2025, so cost of revenue linearly grows with number of users, i.e. it does not get cheaper.
alt Hacker News
They paid about $10B on inference and had about $10B in revenue in 2025. The users and numbers of zeroes on those numbers are not relevant. What is relevant is the ratio of those numbers. They apparently are not even profitable on inference, wich is the cheap part of the whole business.
And cost of inference tripled from $3B in 2024 to $10B in 2025, so cost of revenue linearly grows with number of users, i.e. it does not get cheaper.
https://www.wheresyoured.at/oai_docs/