173 AI Monetization – OpenAI = Revenue vs. Compute Expense, per The Information Note: No compute expense data available in 2022. Figures are estimates based off public reports & The Information reporting. Source: The Information (4/25 and prior) (link, link, link, link, link & link) AI-Related Cost Ramps Relative to Revenue = Can Be Head-Turning OpenAI Revenue, $B (Blue Line) -$5 $0 $5 2022 2023 2024 OpenAI Compute Expense, $B (Red Line) OpenAI Revenue & Compute Expense ($B) by Year – 2022-2024, per The Information