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How Sustainable are GenAI Unit Economics?

How Sustainable are GenAI Unit Economics?

DB
Jul 07, 2025
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DB Software Musings
How Sustainable are GenAI Unit Economics?
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A lot is riding on AI being a sustainable business so I attempted to estimate the unit economics of the core business of GenAI as it stands today.

Take a standalone business like OpenAI as an example, today there are generally two core revenue streams:

  • API Access

  • Seats (e.g. ChatGPT monthly fees / Enterprise negotiated fees)

Underlying both are the signific…

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