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Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability.

Drawn from what Dylan Patel said

SubjectOpenAI
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What Dylan Patel actually said

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  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    OpenAI has a fantastic margin. When they're doing inference, their gross margins are north of 75%. So that's a four to five X factor right there of the cost difference, is that OpenAI is just making crazy amounts of money because they're the only one with the capability.

    Where this was said

    Watch from 2:13:23 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    video · 5h 06m · spoken · official transcript

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