“Well, that's right. So that makes it— that's a joke she makes in the— which I didn't write. That's a joke that the character makes in my documentary, is that it costs as much as a day of um catering. Right. Which is true. Right.”
“Well, there's a lot in there. I do want to say uh the amount that OpenAI has spent is semi-public. It's uh 10,000 agents in 88 hours. 130 uh billion output tokens, which is estimated to be about $40 million in public pricing.”
“Even dramatically so. And the retail posted API price hasn't changed, right? Except when they kind of introduce new models. So what are you measuring on a day-by-day basis that allows you to say, Yeah.”
“the section I really want to read is on open weight and Chinese models. Mm-hmm. M And I'm sure they're going to position China as, uh, you know, a big strategic risk, hm but open weight is a risk to them, to their business, to their core business, for sure. And I think they've got to feel that. Um, they, uh, revenue reached $4.59 billion in 2025, which is pretty damned impressive. A quarter of that came from 2 customers.”