AI's BIGGEST Problem, They're Losing Money!

Aug 5, 2026

For every $1 you pay OpenAI or Anthropic, it's costing them about $1.60. AI is running at a loss — so is the whole business model broken?

The full bill for AI hasn't landed yet. In this ShipTalk short, Field CTOs Adam and Martin break down the economics of generative AI: why the frontier labs lose money on every prompt, why they'd need to raise prices ~60% just to break even, and the bet the entire industry is making — that inference costs drop fast enough to catch up. Plus the Gartner forecast every CFO should see: by 2028, the AI bill could be bigger than the employment bill.

We cover: the true cost of running AI, OpenAI and Anthropic unit economics, whether AI is actually profitable, the AI bubble debate, and what unsustainable AI pricing means for engineering teams and software delivery.

Connect with the hosts:
Martin — LinkedIn: https://www.linkedin.com/in/martinreynolds/
Adam — LinkedIn: https://www.linkedin.com/in/adamrossarellano/

#AI #OpenAI #Anthropic #ArtificialIntelligence #AICosts #GenerativeAI #AIBubble #Gartner #LLM #TechPodcast #ShipTalk #SoftwareDelivery #Shorts