Post by @EidenAndreas
72% credible (80% factual, 59% presentation). The claim of OpenAI's $12.1 billion Q3 loss is accurate within a $11.5-12 billion range, as confirmed by Microsoft's quarterly report. However, the presentation suffers from omission framing by not contextualizing these losses as typical high-growth investments in the AI sector, and uses hyperbolic language to criticize leadership without evidence.
Analysis Summary
The post sarcastically criticizes OpenAI CEO Sam Altman for disappointing users and reports a potential $12.1 billion loss in the third quarter, citing Microsoft's quarterly report. OpenAI did incur significant losses around $11.5-12 billion in the quarter, primarily from AI development investments, as confirmed by Microsoft's filings. However, the framing omits the strategic context of these expenditures in a high-growth AI sector.
Original Content
The Facts
The financial loss claim is accurate based on Microsoft's reports showing OpenAI's quarterly net loss exceeding $11.5 billion, though the exact $12.1 billion figure is an estimate; accusations of lying and misleading users are subjective opinions without evidence. Mostly accurate on finances, but hyperbolic and unverified on personal criticisms.
Benefit of the Doubt
The author advances a critical agenda against OpenAI's leadership, particularly Sam Altman, using sarcasm to highlight user disappointment and financial woes, likely tied to advocacy for preserving GPT-4o features (#keep4o). It emphasizes losses and alleged misconduct to portray OpenAI as failing its users, while omitting key context like the losses stemming from massive R&D investments in AI infrastructure, which are common in the sector and contribute to OpenAI's high valuation. This selective presentation shapes reader perception as one of incompetence and betrayal, ignoring opposing views that frame the spending as necessary for innovation and long-term profitability.
How Is This Framed?
Biases, omissions, and misleading presentation techniques detected
Implies that disappointing and misleading users caused the financial loss, presenting disappointments as precursors to the 'colossal loss' without evidence.
Problematic phrases:
"You've severely disappointed... lied to them, misled them, and now you've made a colossal loss"What's actually there:
Losses primarily from R&D investments in AI, not user disappointment
What's implied:
Losses resulting from leadership failures and user betrayal
Impact: Leads readers to believe financial woes stem from ethical lapses rather than strategic investments, fostering blame on leadership.
Omits explanation that losses are from high-growth AI investments, common in the sector, framing them solely as a failure.
Problematic phrases:
"colossal loss""a loss in the double-digit billions"What's actually there:
Losses ~$11.5-12B from AI infrastructure R&D, contributing to high valuation
What's implied:
Unmitigated disaster due to mismanagement
Impact: Misleads readers into viewing losses as evidence of incompetence, ignoring innovation context and long-term strategy.
Highlights absolute loss magnitude without comparing to revenue growth, investments, or industry norms, exaggerating severity.
Problematic phrases:
"colossal loss""12.1 billion US dollars"What's actually there:
Losses offset by OpenAI's $157B valuation and sector-wide R&D spending
What's implied:
Catastrophic financial ruin without qualifiers
Impact: Readers perceive OpenAI as on the brink of collapse, neglecting scale of AI market investments.
Presents only critical view of OpenAI's actions, omitting counter-evidence like user benefits from models or strategic successes.
Problematic phrases:
"severely disappointed millions of loyal users""#keep4o"What's actually there:
Policy changes balanced by innovations; many users satisfied despite critiques
What's implied:
Universal betrayal and failure
Impact: Shapes perception as total leadership betrayal, suppressing balanced views on AI advancements.
Sources & References
External sources consulted for this analysis
https://www.cnbc.com/2025/10/29/microsoft-open-ai-investment-earnings.html
https://www.windowscentral.com/artificial-intelligence/openai-chatgpt/microsoft-obscures-openais-usd11-5-billion-loss
https://techstartups.com/2025/10/31/openai-is-hemorrhaging-billions-microsoft-filing-reveals-openai-lost-11-5-billion-last-quarter-amid-ai-bubble-hype/
https://www.tomshardware.com/tech-industry/microsofts-openai-math-is-still-a-black-box
https://www.theregister.com/2025/10/29/microsoft_earnings_q1_26_openai_loss
https://www.thurrott.com/a-i/openai-a-i/329108/openai-lost-12-billion-in-the-previous-quarter
https://startupnews.fyi/2025/10/31/microsoft-obscures-openais-11-5-billion-loss-last-quarter-behind-corporate-and-financial-jargon-in-fy26-q1-earnings/
https://www.redhotcyber.com/en/post/openai-may-have-lost-12-billion-in-its-latest-fiscal-quarter/
https://www.vietnam.vn/en/openai-khoan-lo-khong-lo-12-ty-usd-va-giac-mo-ipo-1-000-ty-usd
https://techstory.in/openai-reports-staggering-12-billion-quarterly-loss-setting-new-records-in-tech-industry
https://vocal.media/01/open-ai-s-11-5-billion-quarterly-loss-highlights-the-cost-of-building-the-future
https://en.oninvest.com/article/record-loss-openai-could-lose-more-than-12-billion-in-third-quarter-wsj
https://www.el-balad.com/6749951
https://startupnews.fyi/2025/10/31/microsoft-obscures-openais-11-5-billion-loss-last-quarter-behind-corporate-and-financial-jargon-in-fy26-q1-earnings/
https://x.com/sama/status/1876104315296968813
https://x.com/sama/status/1946569252296929727
https://x.com/sama/status/1813984333352649087
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https://x.com/OpenAI/status/1952783300063576066
https://www.theregister.com/2025/10/29/microsoft_earnings_q1_26_openai_loss
https://www.cnbc.com/2025/10/29/microsoft-open-ai-investment-earnings.html
https://www.windowscentral.com/artificial-intelligence/openai-chatgpt/microsoft-obscures-openais-usd11-5-billion-loss
https://www.thurrott.com/a-i/openai-a-i/329108/openai-lost-12-billion-in-the-previous-quarter
https://www.thurrott.com/microsoft/329108/openai-lost-12-billion-in-the-previous-quarter
https://en.oninvest.com/article/record-loss-openai-could-lose-more-than-12-billion-in-third-quarter-wsj
https://techstartups.com/2025/10/31/openai-is-hemorrhaging-billions-microsoft-filing-reveals-openai-lost-11-5-billion-last-quarter-amid-ai-bubble-hype/
https://www.redhotcyber.com/en/post/openai-may-have-lost-12-billion-in-its-latest-fiscal-quarter/
https://techstory.in/openai-reports-staggering-12-billion-quarterly-loss-setting-new-records-in-tech-industry
https://www.heise.de/en/news/Microsoft-quarterly-report-reveals-double-digit-billion-loss-at-OpenAI-10966190.html
https://www.vietnam.vn/en/openai-khoan-lo-khong-lo-12-ty-usd-va-giac-mo-ipo-1-000-ty-usd
https://vocal.media/01/open-ai-s-11-5-billion-quarterly-loss-highlights-the-cost-of-building-the-future
https://en.oninvest.com/article/record-loss-openai-could-lose-more-than-12-billion-in-third-quarter-wsj
https://www.el-balad.com/6749951
https://x.com/edzitron/status/1851831972425093584
https://x.com/kakashiii111/status/1966210462611288539
https://x.com/StockMKTNewz/status/1816491482523574399
https://x.com/jordannovet/status/1851788428083630238
https://x.com/thespencerwalsh/status/1950967122974351776
https://x.com/glauciag/status/1984382596655063512
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