In this live session, I'm joined by Jaime Sevilla, founder of Epoch AI & various writers, and Hannah Petrovic from my team, with financial journalist Matt Robinson from AI Street .
We dig into our recent research partnership examining OpenAI's actual operating margins, R&D costs, and whether the economics of frontier AI actually work. We explore the surprisingly short lifespan of AI models, infrastructure constraints, the shift toward agentic workflows, and what all of this means for the trillion-dollar question: is this sustainable or a bubble?
Enjoy!
Azeem
