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Luis Garicano: Revenue growth at OpenAI and Anthropic may not lead to profits

Luis Garicano: Revenue growth at OpenAI and Anthropic may not lead to profits
Revenue growth may not yield profits

Luis Garicano raises concerns about the profitability of OpenAI and Anthropic despite their reported revenue growth.

Citing analysis from EpochAI, Garicano suggests the companies could be operating at a loss due to a four-month lag in their financial performance. He refers readers to a further analysis conducted together with Jesús Saa-Requejo on the current market dynamics.

Garicano has previously criticized Italy’s handling of its recovery fund, highlighting the €220bn super bonus as a key omission. He has also drawn attention to Poland’s economic progress relative to peers, noting Poland’s rise in U.S. per capita GDP share. His recent comments follow a series of postings on fiscal management and regional disparities.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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