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    Data Is Beautiful

    [OC] I built a tracker of AI company spend vs revenue. Everyone is losing A LOT of money (except Nvidia).

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    11 Comments

    2. Double-Mongoose-9793 on

      Thanks for mentioning nvidia in the title, but not actually showing them, for some reason…

    5. banshithread on

      Is the red bar continuously expanding each year or is it slowing down after tech acquisition? Because if it’s the second one, OpenAI and Oracle have the scary potential of being profitable, which would signal to the other tech giants to keep pushing until one day they are as well. 😞

    6. volkovolkov on

      Why include Nvidia and not Broadcom or AMD? They are definitely reaping the rewards of selling shovels as well.

    7. Jestersfriend on

      It’s funny, because these numbers (adjusting for inflation) are very similar to the dotcom bubble lol … give it another year.

    8. BrennusSokol on

      This is silly. Anthropic’s revenue is growing faster than just about any tech company before it. As well, it’s normal to lose money up front. Uber took something like 12 years to reach profitability.

    9. TRO_KIK on

      I would remove the dollars lost/gained since opening the page. It misleads people into thinking it’s based in any way on understanding current trajectory.

    10. eilif_myrhe on

      One thing to consider is that a lot of Anthropic and OpenAI revenue comes from the big red lines on your graph. Even if one of those two break even in following years it will be at the expense of huge unprofitable expending from the other giants. Not exactly sustainable looking.

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