EPISODE · Feb 6, 2026 · 57 MIN
Do AI models actually make enough money to cover their costs? Live with Epoch AI
from Exponential View by Azeem Azhar · host Azeem Azhar
In this live session, I'm joined by Jaime Sevilla, founder of Epoch AI & various writers, and Hannah Petrovic from my team, with financial journalist Matt Robinson from AI Street .We dig into our recent research partnership examining OpenAI's actual operating margins, R&D costs, and whether the economics of frontier AI actually work. We explore the surprisingly short lifespan of AI models, infrastructure constraints, the shift toward agentic workflows, and what all of this means for the trillion-dollar question: is this sustainable or a bubble?Enjoy!Azeem This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.exponentialview.co/subscribe
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Do AI models actually make enough money to cover their costs? Live with Epoch AI
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