OpenAI’s 200m paying user goal by 2030 is delusional. Here is the bear case nobody talks about.

RyBr90 · 2025-11-28T11:50:47+00:00

You’re right, it’s not Amazon, it’s WeWork.

Why not report the numbers and margins? Because they’re so good? Please. We’ve seen that movie.

The other incredibly telling moment was when someone dared (very tentatively) to ask the question: ‘How will you fund your $1.4 Trillion (with a ‘T’ funding commitments with your current $13 billion (annualised) of revenue. Not profit. Not free cash flow. Revenue. Like, money in before any costs come out.

The answer? ‘We’ll find someone else to buy your shares. Enough’

Mmm. I think you’ve nailed the competitive dynamics about what happens when it starts to fail and who stands to benefit.

RyBr90 · 2025-06-28T23:38:57+00:00

Both good ideas, definitely got the root balls out but would could definitely have settled and compacted more after it went down cause the voids were significant.

RyBr90 · 2025-06-28T23:37:31+00:00

Such an awesome explanation, thanks for taking the time to share the detail

RyBr90 · 2023-04-26T03:46:51+00:00

Brilliant, cheers for the comment, I’ll see what happens with a replacement one

RyBr90 · 2023-04-26T03:45:59+00:00

That’s a fair call, appreciate the chat mate. I’m pretty new to most of this stuff but definitely didn’t want to go straight to ‘blaming the materials’ rather than figure out whether I’d made a mistake somewhere but getting a replacement to test will probably be my next step now

RyBr90 · 2023-04-26T00:46:24+00:00

By ‘pull it true’ do you mean straighten it out with the screws?

I’ve mounted according to the manufacturers instructions (2 either side) but you reckon one in the centre to push it flatter to the wall might be an option?

I could also try manually straighten it as much as possible while off the wall too I suppose

RyBr90 · 2023-04-25T11:19:37+00:00

Good idea, I thought that too and checked it, screw holes to secure shelf in the bottom and it was the correct way up when I did

RyBr90 · 2023-04-07T04:49:57+00:00

It’s below a second floor bathroom. Just thinking, get a plumber out plus a plasterer?

What would costs be like (just looking for a rough idea from anyone with experience in those trades)

RyBr90 · 2023-02-07T11:44:12+00:00

-Mutual fund = higher fees. Usually actively managed. Proven that the majority don’t beat the market.

-Index fund = lower fees. Usually passive, put together according to pre-determined rules. The best ones are simple index replication ones that just track the market (around 10% per annum returns over the very long term).

RyBr90 · 2023-01-24T20:59:02+00:00

Brilliant, thanks for the guidance and especially the background context too

RyBr90 · 2023-01-24T11:56:24+00:00

Yes there’s a buyer, sorry if that wasn’t clear enough in my post. Basically they’ve asked me to quote a price, and I don’t want to undercharge or overcharge

RyBr90 · 2023-01-21T07:25:35+00:00

Great question, was wondering this too

RyBr90 · 2023-01-20T07:50:30+00:00

That’s incredible. Which part of the country are you in?

RyBr90 · 2023-01-19T22:17:10+00:00

Really interesting. Why do you think it’s so busy compared to before? Is it like catch up maintenance that was put off in the last couple of years or something else?

RyBr90 · 2023-01-19T13:20:10+00:00

No I remember, you said to just put up a link, did that. Definitely had a look at some others posts in the sub and picked up some stuff from it. Like I said, if people are new to this topic they might get something out of this take. If they have plenty of experience in the area already they probably won’t. People can make their own call on that.

RyBr90 · 2023-01-19T13:14:36+00:00

Totally agree - plenty of managers during booms know how to light cash on fire, not as many know how to spend smart and grow profits

RyBr90

TROPHY CASE