The Rundown OpenAI to Burn $115B Through 2029, Tesla U.S. Market Share Sinks to 8-Year Low
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Sep 8, 2025 Discover how OpenAI plans to burn through a staggering $115B by 2029 as it navigates changing revenue strategies. Meanwhile, Tesla faces a significant challenge with its market share dropping to an eight-year low. The discussion dives into the impacts of the ending federal tax credit for electric vehicles and offers intriguing insights related to recent Powerball winnings. Tune in for a blend of market analysis and financial forecasts that keep you informed!
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OpenAI's Massive Burn And Rapid Revenue
- OpenAI projects burning $115 billion by 2029 due to rising model training and talent costs.
- Revenues are also surging, with a $13B forecast this year driven mainly by ChatGPT, creating a high-risk, high-reward dynamic.
Training And Talent Drive Costs Up
- Training and engineer compensation are the main drivers of OpenAI's escalating costs this year and next.
- OpenAI expects training costs to jump from $9B this year to $19B next year and set aside $20B for stock comp to retain talent.
Custom Chips Are A Long-Term Cost Fix
- OpenAI aims to reduce chip costs by developing custom silicon with Broadcom, but that requires time and investment.
- Near-term costs will still rise despite the long-term strategy to reduce NVIDIA dependency.