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GPU Economics

OpenAI Retreats, Rivals Slash Costs, Code Flaws Surge

OpenAI Retreats, Rivals Slash Costs, Code Flaws Surge

⚖️ OpenAI yanks GPT-4o, faces $74B loss as open rivals undercut 70% OpenAI pulls GPT-4o after 48h: toxic refusals +19%, dangerous medical yes-rate +34%. $74B loss path by 2028—GPU cost 0.83¢ vs 0.12¢ revenue. Kimi/DeepSeek slash inference 70%, steal 22% traffic. MCP adoption 18k agents, 45% code
Barista @ Cafecito 30 Jan 2026

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