Only 25% of OpenAI compute goes to inference—critic calls red flag, rebuttal does the math
masayoshisson · x · 2026-10-21
A critic argued that OpenAI allocating just 25% of its compute to inference is a red flag. @masayoshisson pushed back: OpenAI is at $75B ARR growing 45% quarter-over-quarter with positive adjusted operating income, and spreading $750B of compute over 8.5 years equals $88B per year—which actually looks pretty reasonable.
Related event: Debate Erupts Over Anthropic's Alleged Financials, Losses and Compute Split(9 posts)→
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