👀 INSIDE OPENAI'S UNIT ECONOMICS

Summary from the TLDR AI newsletter

The finances of the GPT-5 bundle are worse than what Sam Altman and Dario Amodei suggest. Other labs are probably in a similar boat. However, AI models don't need to be profitable today, as long as companies can convince investors that they will be in the future. The sheer scale of value that AI could create is one reason to be really bullish about AI's long-run profitability.