Comment by crystal_revenge

> Amazon had similar issues and were operating at massive losses until circa 2005ish when they started turning things around with e-commerce really picking up.

Amazon's worst year was 2000 when they lost around $1 billion on revenue around $2.8 billion, I would not say this is anywhere near "similar" in scale to what we're seeing with OpenAI. Amazon was losing 0.5x revenue, OpenAI 3x.

Not to mention that most of the OpenAI infrastructure spend has a very short life span. So it's not like Amazon we're they're figuring out how to build a nationwide logistic chain that has large potential upsides for a strong immediate cost.

> If the revenue keeps going up and losses keep going down

That would require better than "dogshit" unit economics [0]

0. https://pluralistic.net/2025/09/27/econopocalypse/#subprime-...