no sweat, just $1.4 trillion in funding commitments that keep the entire AI circle jerk oscillating
Ed Zitron: Exclusive: I have seen OpenAI's audited financials for 2024 and 2025.
In 2025, OpenAI had $13.07 billion in revenue and $34 billion in costs. $867 million of its revenue came from SoftBank, and $303 million came from Microsoft.
https://www.wheresyoured.at/exclusive-openai-financials/
Post highlights OpenAI's severe loss-making structure in 2025: $13.07B revenue against $34B costs (a ~$21B loss), with significant revenue dependence on SoftBank ($867M) and Microsoft ($303M). The tone is skeptical, characterizing AI industry funding as a self-sustaining 'circle jerk' reliant on massive external commitments.
Microsoft mentioned only as revenue source ($303M) to OpenAI; no direct opinion expressed on Microsoft's stock or business. The post critiques OpenAI's economics, not Microsoft's position as investor/partner.
事件 Earnings (EPS est 4.3265) · 2026-07-28
关键要点
OpenAI's 2025 audited financials show $13.07B revenue vs $34B costs, implying ~$21B operating loss
SoftBank and Microsoft together contributed ~$1.17B (~9% of total revenue)
Author frames AI ecosystem as dependent on continuous large funding commitments ($1.4T referenced)
Tone is critical of sustainability and economic fundamentals
