OpenAI's 'overcommitted' 2025 compute now looks like genius, can run inference near zero margin
illscience · x · 2026-09-27
Discussion of OpenAI's competitive room: it depends on inference margins and capacity — if willing to run hot at near-zero gross margin, they have plenty of room. Commenters also note that 'overcommitting' to compute supply in 2025 now looks prescient, while criticizing complicated product messaging and brand bifurcation (Codex, ChatGPT, Sora).
Related event: OpenAI's Product Sprawl and Compute Edge Spark Debate(2 posts)→
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