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366 Why AI Startups' Fixation on 'Cracked' Engineers is Short-Sighted

The Information
Rocket Drew @ The Information · 01/20/2026 10:37 EDT

Why AI Startups' Fixation on 'Cracked' Engineers is Short-Sighted

Before we get to today’s column, OpenAI’s Chief Financial Officer Sarah Friar pulled back the curtain this weekend on how the ChatGPT maker’s consumption of computational resources and annualized revenue have grown at approximately the same pace over time. That isn’t super surprising, given that most companies would expect their revenue to grow with increasing levels of investment. (The real question is whether the company can turn a profit anytime soon!) Still, her disclosures give us a good benchmark for.

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