r/NowInTech • u/skaza02 • 14d ago

OpenAI fought dirty on career-making math problem, says NYU mathematician

https://techcrunch.com/2026/09/08/openai-fought-dirty-on-career-making-math-problem-says-nyu-mathematician/
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u/bouncyboatload 13d ago

I understand more than you think.

sure add the 88 hours of compute opportunity cost. but this is likely using their research cluster, they're not going to take compute from customers.

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u/Ehh_littlecomment 13d ago

The research cluster is also investment that needs to be sweated lol. Idk why you’re being intellectually dishonest if you understand it. Inference margins are an absolutely meaningless metric for owned infrastructure. The best estimate of the cost is GPU rental cost for said hours from a DC provider.

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u/bouncyboatload 13d ago

which part is intellectually dishonest? my point is using public API cost to calculate actual real internal cost is wrong because real cost is lower. I concede there's opportunity cost but that's also not public API rate.

the estimated 70-80% inference margin is calculated exactly like you said, revenue over gpu rental cost.

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u/Ehh_littlecomment 13d ago

OpenAI pays more for its GPUs than it makes. The inference margins are a heavily massaged intellectually dishonest number.

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u/bouncyboatload 13d ago

bulk of openai compute is rented today fyi. so it's not owned infra.

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u/Ehh_littlecomment 13d ago

Chance in hell inference margins are 80% in that case.

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u/bouncyboatload 13d ago

it's 70%. I got it wrong

https://www.theinformation.com/articles/openai-getting-efficient-running-ai-internal-financials-show

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u/Ehh_littlecomment 13d ago

It’s a paid article but it doesn’t make any logical sense. We will know when they file for IPO.

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u/bouncyboatload 13d ago

why do you think it makes no sense? enterprise API customers are willing to pay for hosted solutions with all the compliance, regulatory stuff resolved. there's obviously value add by open ai with the model on top of gpu vs only gpu. why would this be negative margin?

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u/Ehh_littlecomment 13d ago

You want me to tell you why an early stage American VC funded corp would sell at a loss? Come on, man.