Exclusive: Here's How Much OpenAI Spends On Inference And Its MSFT Revenue Share
Better Offline12 Marras 2025

Exclusive: Here's How Much OpenAI Spends On Inference And Its MSFT Revenue Share

In a Better Offline exclusive, Ed Zitron reveals how much OpenAI spent on inference in 2024 and 2025, as well as how much it paid Microsoft as part of its 20% revenue share. Inference costs are much higher - and implied revenues much lower - than previously reported.

(Free) Newsletter: https://www.wheresyoured.at/oai_docs/

The Information - OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn - https://www.theinformation.com/articles/openais-first-half-results-4-3-billion-sales-2-5-billion-cash-burn?rc=kz8jh3

The Information (reference to $6bn inference spend) - http://theinformation.com/articles/openai-forecasts-revenue-topping-125-billion-2029-agents-new-products-gain?rc=kz8jh3

Want to support me? Get $10 off a year’s subscription to my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/w08jbm4jwg it would mean a lot!

YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more.

---

LINKS: https://www.tinyurl.com/betterofflinelinks

Newsletter: https://www.wheresyoured.at/

Reddit: https://www.reddit.com/r/BetterOffline/

Discord: chat.wheresyoured.at

Ed's Socials:

https://twitter.com/edzitron

https://www.instagram.com/edzitron

https://bsky.app/profile/edzitron.com

https://www.threads.net/@edzitron

Email Me: ez@betteroffline.com

See omnystudio.com/listener for privacy information.

Jaksot(212)

The World of AI Regulation with Brian Merchant

The World of AI Regulation with Brian Merchant

In this episode, Ed Zitron is joined by writer Brian Merchant to talk about US AI regulation, and how governments never seem to make the effort to understand technology. https://www.bloodinthemachine....

10 Loka 202529min

Radio Better Offline: Victoria Song and David Roth

Radio Better Offline: Victoria Song and David Roth

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York City. Ed Zitron is joined in studio by The Verge’s Victoria Song and Defector’s David Roth to t...

8 Loka 202551min

The Case Against Generative AI (Part 4)

The Case Against Generative AI (Part 4)

In part four of this week’s four-part case against generative AI, Ed Zitron walks you through how there’s literally not enough money in the world to pay for OpenAI’s estimated $1 trillion four-year bu...

3 Loka 202528min

The Case Against Generative AI (Part 3)

The Case Against Generative AI (Part 3)

In part three of this week’s four-part case against generative AI, Ed Zitron walks you through how “AI replacing software engineers” is a myth spread by the media and investors - and how Microsoft onl...

2 Loka 202527min

The Case Against Generative AI (Part 2)

The Case Against Generative AI (Part 2)

In part two of this week’s four-part case against generative AI, Ed Zitron walks you through how NVIDIA funds and pumps money into unprofitable, debt-ridden “neoclouds” all to create vehicles to buy m...

1 Loka 202529min

The Case Against Generative AI (Part 1)

The Case Against Generative AI (Part 1)

In part one of this week’s four-part case against generative AI, Ed Zitron walks you through how generative AI is sold through a complete misunderstanding of the concept of labor - and myth-building b...

30 Syys 202524min

Monologue: OpenAI and NVIDIA's Deal Is BS

Monologue: OpenAI and NVIDIA's Deal Is BS

In this week’s Better Offline monologue, Ed Zitron walks you through NVIDIA and OpenAI’s nonsense deal, and how OpenAI now needs $600 billion in the next four years to survive.OpenAI and NVIDIA Announ...

26 Syys 202510min

Radio Better Offline: Adam Becker

Radio Better Offline: Adam Becker

Welcome to Radio Better Offline, a tech talk radio show recorded out of iHeartRadio's studio in New York city.Ed Zitron is joined in studio by astrophysicist Adam Becker to talk about his new book Mor...

24 Syys 20251h 7min