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> "invest 5 billion to make 10 million"

business is contextual, and is a game of numbers? If you agree, then there is a difference between "I made money selling lemon drinks at my driveway, but I sold a car to make room" .. versus "I have recurring revenue of 50 million x $80 USD per month, and it is growing, and I am using cheap credit to build that" .. Numbers have a meaning, and the larger dollar recurring revenue cannot be matched in any way, no matter how much I spend. IIR ChatGPT is the fastest adopted software in the history of the Internet.



Is it growing?

Don't they report annualized revenue AKA the best month times 12? How is that comparable?


They have no moat.




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