Financial Projections and Competitive Landscape of AI Companies

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. Cory Weinberg from The Information joins us for the first half! We cover 1) OpenAI's financials leak 2) OpenAI plans to make most of its revenue via ChatGPT 3) OpenAI's staggering losses 4) Can OpenAI be a sustainable business? 5) Training costs vs. inference costs 6) You don't exclude training costs from profitability statements! 7) Tesla's Robotaxi event 8) Self-driving's importance 8) Ranjan gets the Snap spectacles 9) Shein's CEO oddities 10) Is Shein state run? 11) TikTok's impact on kids.

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