A $20/month user costs OpenAI $65 in compute. AI video is a money furnace

https://aedelon777.substack.com/p/i-did-the-math-on-sora-ai-video-is

I Did the Math on Sora. AI Video Is a Money Furnace.

OpenAI killed its most hyped product since ChatGPT. The reason has nothing to do with product quality. It’s structural economics.

Aedelon Press
Look up the Osborne 1, the first "portable" (i.e. luggable) computer. They went out of business not only because they lost money on each unit, but because of how many they sold. Then they pre-announced their next model, which killed all demand for the existing one, and they were toast.