SemiAnalysis founder Dylan Patel said OpenAI could reach profitability as early
as Q3, marking a shift toward funding growth from operations rather than relying
solely on venture capital. Patel said ANTHROPIC turned profitable in Q2 and
OpenAI may follow in Q3, driven by rising demand for CODEX and next‑generation
AI models. Improved profitability should allow OpenAI and ANTHROPIC to finance a
growing share of expansion from revenue while still raising capital to
accelerate growth and reinvesting profits into model training.