Are OpenAI's Reported Revenues and Inference Costs Misleading?

FULL EPISODE ON https://www.patreon.com/posts/i-feel-like-call-143560320

Ed Zitron returns to discuss all things AI bubble - specifically OpenAI's uncertain balance sheet, the potential government backstop of data centre construction, and the very real and material constraints (such as gas turbine production) on building god via Nvidia Blackwell chips. Also we get sidetracked and stunlocked by the new tranche of Epstein revelations at the very outset.

Ed's writing can be found here: https://www.wheresyoured.at