Ivan Georgiev

[Rohan Paul @rohanpaul_ai]

💰 OpenAI's leaked numbers show very high revenue flowing through Microsoft while the cost of running models may still be even higher than what OpenAI brings in.

The leak also shows a complicated 2 way revenue share where each side takes roughly a 20% cut on different parts of the same AI stack.

According to the documents, OpenAI pays Microsoft about 20% of OpenAI revenue as revenue share tied to Microsoft's roughly $13B investment and Azure cloud support, and Microsoft in turn sends around 20% of Bing and Azure OpenAI revenue back to OpenAI because those services use OpenAI models.

The reported payments of $493.8M in 2024 and $865.8M in the first 3 quarters of 2025 are Microsoft's net revenue share from OpenAI, which means Microsoft has already subtracted the royalties it pays back before reporting those figures.

From a 20% share, those net payments imply OpenAI revenue of at least $2.5B in 2024 and about $4.3B in the first 9 months of 2025.

On the cost side, Zitron estimates that OpenAI spent about $3.8B on inference in 2024 and about $8.65B on inference in the first 9 months of 2025, which is the money spent on GPUs and data centers to answer user prompts with trained models.

Training huge models is mostly covered by non cash credits from Microsoft, so that bill does not hit OpenAI's cash flow as hard, but inference is largely paid in cash because every API call and every chat session uses real compute that must be paid for in money, not credits.

Earlier reporting has put OpenAI's total compute spend around $5.6B for 2024 and its broader cost of revenue at about $2.5B for the first half of 2025, which all lines up with an operation where the biggest single expense is running inference for users.

When the estimated inference bill is placed next to the inferred revenue, it becomes very plausible that OpenAI is still losing money on day to day usage of its models even while headline revenue grows fast.

OpenAI still leans heavily on Microsoft Azure but has also added CoreWeave, Oracle, AWS and Google Cloud, which looks like a way to secure more hardware and push cloud providers to compete on price and special deals.

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techcrunch. com/2025/11/14/leaked-documents-shed-light-into-how-much-openai-pays-microsoft/

[Ivan Georgiev @ivan_georgiev_]

@NVIDIAGeForce GeForce Day

[James Lucas @JamesLucasIT]

Thread of historical photos you've (probably) never seen before 🧵

1. Eiffel Tower during construction, 1887-1889

[SpaceX @SpaceX]

Watch Dragon’s first spacewalk with the @PolarisProgram’s Polaris Dawn crew https://t.co/svdJRkGN7K

[Ivan Georgiev @ivan_georgiev_]

@housecor I'd say for me PRs are not about trust, they are more about creating friction, slows you down and have time to think, and a way to show and get feedback even learn new thing or two.

[Ivan Georgiev @ivan_georgiev_]

@timsweb Interesting, now I want to get one :). How much insulation did you add?

[Ivan Georgiev @ivan_georgiev_]

@tastapod Very well said!
This rules should apply not only for consultants but any developer joining new company.

[Ivan Georgiev @ivan_georgiev_]

@FelixSchlang Can't wait SpaceX to start flying them. What do you reckon which one will be the first?
Are they going to fly the old boosters at all?
They should put them all side by side and fire them up all at the same time, the survivor is the winner. That will be epic to watch!

[@jason @Jason]

Looks like the AI has gone full kobayashi maru already

[Astronomy Live @astroferg]

Here's a highly compressed 1080p preview of my footage. This is easily the best launch footage I have ever captured, stay tuned for the full launch to landing in 4K! Big thanks to @LCS_Big_Mike for running the focuser for me!
@DJSnM @Erdayastronaut @spacestationguy @RedsRhetoric

[Marko Denic @denicmarko]

HTML templates you can use in 2023 { for free }:

[Ivan Georgiev @ivan_georgiev_]

@bu1ent Are you involved in the project?

[Bulent Kucuk @bu1ent]

A SaaS architecture checklist for Kubernetes | Red Hat Developer https://t.co/i3knkgdulF

[Luc van Donkersgoed @donkersgood]

New post on Bite-Sized Serverless: Anonymous User Identities with Cognito Lambda Triggers.

This is the first in a series of articles around Cognito. In later posts I'll cover Identity Pools, User Groups and the AWS JS SDK vs the Amplify JS libraries.

https://t.co/ak6pOnYPnP

[SpaceX @SpaceX]

View of an orbital sunset from Dragon's cupola

[Ivan Georgiev @ivan_georgiev_]

Choose your reality https://t.co/BpImLp7CDp

[Allen Holub. https://linkedIn.com/in/allenholub @allenholub]

Continuous Integration requires no tools at all. CI is an attitude, not a process or a toolset. They way to do Continuous Integration is to integrate continuously 😄.

[Uncle Bob Martin @unclebobmartin]

You know what we’re going to need in order to survive the next few decades? A lot of very good programmers.

[Vincent Alexander @NonsenseIsland]

THREAD: Lots of us learned classical music from watching old cartoons, so I’m going to identify the pieces that frequently popped up.

One of the most recognizable is Franz Liszt’s “Hungarian Rhapsody No. 2,” performed by those great piano virtuosos Bugs Bunny and Tom & Jerry.