Fordel StudiosLeaked documents shed light into how much OpenAI pays Microsoft
What Happened
Leaked documents reveal how much OpenAI paid Microsoft under a revenue-share agreement. They also indicate inference costs.
Our Take
Revenue-share deal being leaked matters less than what the inference costs reveal. That's the actual data.
Look, we all knew Microsoft threw serious money at OpenAI. But inference cost data? That's reverse-engineering their profit per token. Databricks and Meta already publish theirs—OpenAI staying quiet is cowardice.
The leak probably shows they're not as cost-efficient as the narrative suggests. Otherwise they'd publish it themselves. When a company hides unit economics, it's never because they're winning harder.
What To Do
If OpenAI's inference costs are public soon, compare against Anthropic and Databricks—that's the real efficiency gap.
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