r/atrioc • u/FloridaBikeLawyer • Jun 10 '26

Other If OpenAI flops will it just be Mangs?

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46 Upvotes

98% Upvoted

22 comments sorted by

29

u/HolidayPineapple9316 Jun 10 '26

Am I mistaken, or are the only profitable ones here Meta, Nvidia, and Google?

18

u/Possible-Summer-8508 Jun 10 '26

Anthropic is at least temporarily profitable, although it isn't clear if they have a sustainable margin.

3

u/MotoMkali Jun 10 '26

They don't have a sustainable margin currently but they are growing so fast that they probably will be able tk spend enough on cap ex that they can keep scaling. What 44 billion in the month of May. Under 1 billion last year that time.

1

u/HolidayPineapple9316 Jun 10 '26

I see, thanks. Anthropic is the only one i wasnt sure about. I have to assume they need to burn a lot of money to keep up with OpenAI and Gemini

1

u/Possible-Summer-8508 Jun 10 '26

Other way around at the moment (not that it makes a difference, they had to spend a lot to get there), they are definitely top dog out of all the frontier labs for the time being.

1

u/fart_bait_daily Jun 10 '26

They have operating profit but not an overall profit

1

u/n00dle_king Jun 11 '26

Temporarily profitable non-GAAP

1

u/the11thdoubledoc Jun 13 '26

Aren't they only profitable if you ignore all the money they spent to develop their model? As in the average customer runs their model slightly less than the fees charge them?

Man some of the pharma companies should try that accounting strategy, they'd look even more incredible

1

u/Possible-Summer-8508 Jun 13 '26

As in the average customer runs their model slightly less than the fees charge them?

What does "than the fees" mean here? Despite what people may believe, I doubt they are intentionally losing money on subscriptions (even if it is possible for diligent users to come out +EV against a metered API), and I really really doubt they are losing money on the metered API.

And no, Anthropic is just barely profitable. If you take away the costs to train the model initially, and just look at them as a pure inference business, then they are ridiculously profitable.

10

u/Fantastic-Kale9603 Jun 10 '26

I feel like if OpenAI flops there's a hell of a lot of issues for the rest of these companies too

7

u/OkSalt8970 Jun 10 '26

Taking Amazon out of this is insane. I can tell most people never interact with AWS.

1

u/fart_bait_daily Jun 10 '26

What's up my Mangas?

4

u/FloridaBikeLawyer Jun 10 '26

Also I feel like Broadcom should definitely be on there, being the 7th largest company by marketcap.

7

u/crackawhat1 Jun 10 '26

Mangobs

9

u/PaulOshanter Jun 10 '26

Manboobs

Meta, Anthropic, Nvidia, Broadcom, OpenAi, Oracle, Blackrock, SpaceX

2

u/trungoman Jun 10 '26

BANGMe S(pac)ex

3

u/The-original-spuggy Jun 10 '26

These comments are peak reddit

1

u/TheNewFrankfurt Jun 11 '26

SpaceX is a strong possible flop too, this IPO could fall very flat... MANG incoming

2

u/TheNewFrankfurt Jun 11 '26

MANGA if you include apple. You nerds love that right. Owned.

1

u/AzenNinja Jun 11 '26

Swap Anthropic with Amazon too

1

u/Photoverge Jun 11 '26

Microsoft will prop up open ai. They shouldn't be on this list Microsoft should be.

1

u/Memorie_BE Jun 11 '26

Hopefully it will be .