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Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
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OpenAI loses $1.22 for every dollar it earns and just filed for a $1 trillion IPO. Sam's "perfect context of your whole life" line is how those two numbers actually work together. Just look at the numbers. Q1 2026 revenue was $5.7 billion against a negative 122% operating margin. A trillion dollar valuation on those economics only works if the 900 million people who use ChatGPT every week can never leave. And right now, they can. Models stopped being a moat sometime last year. Gemini's app…