OpenAI is burning billions of dollars every month on top of trillions of dollars in future spending commitments with no clear answer for how it's going to get that money.

OpenAI's operational performance and funding prospects are far worse than they want people to believe.

OpenAI has long claimed to be compute constrained, with demand for ChatGPT supposedly exceeding supply, leading Sam Altman to sign many forward data center commitments.

Amazon's investment into OpenAI comes with a strategic partnership where OpenAI is committed to spending $100 billion on Amazon's cloud computing services over the next 8 years.

OpenAI had talked about almost $1.4 trillion in investments.

The case for OpenAI can continue to be justified to mega investors if it maintains extremely strong user growth, demonstrates customer retention, and remains a viable contender for developing genuinely world-changing super intelligence.