Matt Robinson
Financial journalist and founder of AI Street who moderates and asks probing questions about AI company finances and market implications in the episode.
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Feb 13, 2026 • 50min
Inside the economics of OpenAI (exclusive research)
Matt Robinson, financial journalist and founder of AI Street, probes AI company finances. Hannah Petrovic, research lead with an astrophysics background, reconstructed OpenAI’s public unit economics. Jaime Sevilla, founder of Epoch AI, analyzes scaling laws and compute trends. They examine OpenAI’s tight operating economics, model depreciation, infrastructure bottlenecks (GPUs vs energy), rising compute demand from persistent agents, and ad-driven revenue paths.
