Altman talks about OpenAI's latest direction: enterprise API revenue has surpassed consumer terminals, a new model will be released in the first quarter of next year, and computing power determines the revenue ceiling
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Altman bluntly stated that OpenAI is still in a "compute-constrained" state—compute is not a cost burden, but a hard constraint that determines whether demand can be converted into revenue. "If compute doubles, revenue will almost double as well." In his view, the real competitive focus has shifted from the battle over model parameters to who can first lay out a sufficiently broad compute and platform
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