Financial Times analysis of OpenAI's revenue numbers matters because frontier AI is now judged by economics as much as model capability.
The spending required for compute, data centers, talent, and global product distribution is enormous. Revenue growth determines whether the frontier model story can support the infrastructure being built around it.
For readers, the question is not whether OpenAI has demand. It is whether demand can turn into durable margins while prices fall, competition rises, and safety obligations grow.
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