> They've said this directly and analysts agree [1]
chasing down a few sources in that article leads to articles like this at the root of claims[1], which is entirely based on information "according to a person with knowledge of the company’s financials", which doesn't exactly fill me with confidence.
[1] https://www.theinformation.com/articles/openai-getting-effic...
"according to a person with knowledge of the company’s financials" is how professional journalists tell you that someone who they judge to be credible has leaked information to them.
I wrote a guide to deciphering that kind of language a couple of years ago: https://simonwillison.net/2023/Nov/22/deciphering-clues/