no, and that is widely known. the actual problem is that the margins are not suf...

JamesBarney · 2026-02-09T20:42:13 1770669733

They are large enough to cover their previous training costs but not their next gen training costs.

i.e They made more money on 3.5 than 3.5 cost to train, but didn't make enough money on 3.5 to train 4.0.

aurareturn · 2026-02-06T12:42:39 1770381759

Source on that?

Because inference revenue is outpacing training cost based on OpenAI’s report and intuition.

cma · 2026-02-06T16:24:03 1770395043

Net inference revenue would need to be outpacing to go against his think about margins.