AI companies are still aggressively chasing scale! But investors have started asking: Where are your profits?

A subtle shift is taking place in the AI industry.
In the past, the first thing investors asked an AI company was: How many parameters does your model have?
Now the questions are gradually becoming: How many customers do you have? What's your renewal rate? What's your gross margin?
This shows that market preferences are changing.
OpenAI's revenue growth and expanding enterprise business prove that AI is beginning to generate real commercial demand. At the same time, however, spending on computing power and infrastructure development is constantly driving up costs.
It's like opening a super-luxurious restaurant: more and more people line up every day, and the revenue is impressive enough to make anyone envious, but the cost of kitchen equipment, rent, and chefs' wages is also soaring.
Whether it makes money in the end still comes down to the books.
I'm more bullish on AI companies that dare to chase scale in the short term and know how to control costs in the long term.
Because the AI industry is still growing rapidly, pursuing profits too early could mean missing out on market opportunities; but if a company only knows how to burn money and lacks the ability to commercialize, the bigger it gets, the heavier its burden may become.
The most dangerous companies in the AI era aren't those that aren't making money yet, but those that will never know how to make money.
Funding can keep a company alive, but cash flow is what truly proves its strength.$NVDA

‌#OpenAI第三季度营收升至100亿美元