Does OpenAI's Internal Token Usage Count as OpEx?
oravecz · reddit · 2026-08-17
- Question: Considering the revenue vs. cost imbalance in frontier labs, the author suspects internal consumption is a major factor.
- Hypothesis: Labs might be the largest consumers of their own inference (for model eval, coding platform ops, business analytics).
- Accounting: Are these internal tokens booked as operating expenses? If not, public cost figures may be misleading.
- Discussion: Raises questions about how internal compute "tax" is accounted for in lab financials.
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