OpenAI misses revenue, is the AI bubble bursting?

therobots927

So quiet on HN you can hear crickets… Chirp chirp

ivandenysov

This comment is a mandatory mention of Betteridge's law of headlines.

mock-possum

God I hope so

ChrisArchitect

Related: OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO https://news.ycombinator.com/item?id=47929510

jaredcwhite

"rapidly evolving industry" That has always been wildly unprofitable…

bit1993

Anyone else think OpenAI and Anthropic should really be one company?

9fwfj9r

OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?

illist-ell1s

These companies will not be able to keep making large improvements to their models as time goes on. You gotta remember to not be holding the bag when the music stops.

whinvik

Is this article really worth sharing? A speculative headline with no numbers, no estimates, 0 data. Feels like click bait and HN is submitting to the bait.

guluarte

I guess free tokens are over and most providers will move to token based billing soon.

tedd4u

This CNBC article is based on a Wall Street Journal article. https://archive.ph/mTiIs OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO By Berber Jin The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth

nullsmack

The Dot Com bubble burst and it didn't materially affect anything. Some of the things that failed then even came back later. Buying stuff online ate retail, sadly enough. Some dumb business plans went away, but the core of the commercial web never did. There's an idea, mostly from the anti-AI folks, that AI will magically "go away" once the bubble finally bursts and I hate to burst any more bubbles here but AI isn't going back in the bottle. For better or worse.

nikolay

Journos love bashing AI, knowing they will be replaced by it within months to a couple of years.