Better Offline

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

12 Nov 2025

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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: [email protected] omnystudio.com/listener for privacy information.

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Better Offline

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

This episode hasn't been transcribed yet

Other episodes from Better Offline

Monologue: Everyone Suddenly Cares About AI ROI

The AI Industry Is Losing

Monologue: Anthropic Is Not Profitable Unless You Remove Its Costs

The Insanity of the Markets with Ben & Emil

CZM Rewind: Cory Doctorow and Ed Zitron on Enshittification and the Rot Economy

Monologue: How OpenAI Kills Oracle

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