

I don’t believe api costs are tied all that closely to the actual cost to openAI. They seem to be selling at a loss, and they may be selling at an even greater loss to make it look like they are progressing. The second openAI seems like they have plateaued, their stock evaluation will crash and it will be game over for them.
Closed loop systems require a large heat sync, like a cold water lake, limiting them to locations that are not as tax advantageous as dry red states.