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Obtained audited OpenAI financial documents showing $38.5B net loss in 2025.
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Oct 2025 — Oct 2026
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Negative
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- news1
- analysis1
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- business2
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- cautionary1
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Sentiment Distribution
Based on 7 scored articles
Neutral 29%Mixed 14%Negative 57%
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Ed Zitron as author
This Is How Much Anthropic and Cursor Spend On Amazon Web Services
Where's Your Ed AtanalysiscautiousOct 21, 2025
Anthropic spent $2.66 billion on AWS through September 2025, exceeding its estimated $2.55 billion annual revenue, revealing unsustainable compute costs in the generative AI industry.
“Author of "This Is How Much Anthropic and Cursor Spend On Amazon Web Services"”
AI InfrastructureAI EconomicsGenerative AIAI Startups
Also Mentioned In
Referenced in coverage
OpenAI Lost $34B Last Year on $13B in Revenue
QuartzcautiousOct 1, 2026
“Obtained audited OpenAI financial documents showing $38.5B net loss in 2025.”
Ed Zitron follows the debt financing AI's buildout
WheresyourednegativeSep 19, 2026
“Published September 18 premium analysis tracing debt financing behind hyperscalers and GPU cloud buildout.”
Microsoft's filings put OpenAI at $24.1 billion of its revenue
Where's Your Ed AtneutralAug 6, 2026
“Zitron analyzed Microsoft's financial filings showing OpenAI generated $24.1 billion of Microsoft's revenue and discussed the sustainability of Microsoft's AI investments.”
Let AI Burn
Where's Your Ed AtnegativeJul 8, 2026
“Byline author of critical essay arguing AI industry is unprofitable and hype-fueled, should be allowed to fail without bailout”
The April every AI plan broke
The Financial EngineernegativeMay 7, 2026
“Cited internal documents showing GitHub Copilot weekly cost doubled since start of year; pointed out contradictions in Anthropic's public statements.”
The Compute Bill is Catching Up Fast
TechCrunchnewsneutralNov 17, 2025
Leaked OpenAI financial documents reveal the company's revenue jumped from $2.5 billion in 2024 to approximately $4.33 billion in the first three quarters of 2025, while compute costs are rapidly escalating relative to revenue growth.
“Tech blogger who obtained and reported on leaked documents about OpenAI's financials including revenue and compute costs.”
AI InvestmentAI Business ModelsGenerative AIAI Infrastructure