Discussion

• @signulll @signulll on x

  openai now hitting ~$20b annualized revenue basically validates their early 3x every year claim. that part aged well & it is impressive but not shocking. they project ~$100b in ~3 years, which implies ~2x yoy from here. that's a very different slope esp for a household name [imag…

• @chatgpt21 Chris on x

  🚨 OpenAI CFO Sarah Friar just posted a huge update on revenue: $20B+ ARR. The article went onto say: “Compute grew ~3x year over year (0.2 GW in 2023, 0.6 GW in 2024, ~1.9 GW in 2025). Revenue followed the same curve: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025.” If ARR [imag…

• @benitoz Ben Pouladian on x

  OpenAI's CFO just published the most important chart in AI. Compute: 0.2 → 0.6 → 1.9 GW (3x/year) Revenue: $2B → $6B → $20B (3x/year) “More compute would have led to faster monetization.” While SaaS multiples have collapsed from 50x to 10-15x, OpenAI is raising at 65x [image]

• @zephyr_z9 @zephyr_z9 on x

  “Compute grew ~3x year over year (0.2 GW in 2023, 0.6 GW in 2024, ~1.9 GW in 2025).” Guess how much GWs are dedicated to inference??

• @vraserx @vraserx on x

  Holy hell. OpenAI going from $2B → $6B → $20B+ ARR in basically two years, while compute scales ~3x YoY. That's not hype. That's real, paid demand hammering real infrastructure. Bubbles don't compound like this at this scale. The “AI is a hoax” crowd is officially out of [image]

• @signulll @signulll on x

  obviously this didn't factor ads. let's talk about ads cuz ads inside chatgpt will be insane (i have posted about this on my substack). meta made ~$58 per user in 2025 purely from ads. now imagine openai hits ~1b free users in 2026 (800m weekly right now, so this is

• @andrewcurran_ Andrew Curran on x

  From the OpenAI post: 'Compute grew 3X year over year or 9.5X from 2023 to 2025. While revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025. This is never-before-seen growth at such scale. And we firmly believe that more compute in these periods [im…

• @the_ai_investor @the_ai_investor on x

  OpenAI's CFO shared that over the past three years, its revenue has directly tracked available compute. This was exactly my thesis earlier, back when the AI bubble narrative was at its peak when Sam Altman refused to answer the $1.4T question. Compute grew 3× year over year, or […

• @bearlyai @bearlyai on x

  OpenAI CFO shared new financials for the startup and revenue is almost directly correlated to compute. Revenue for 2025 hit $20B+, a 3x increase from 2024 ($6B) and 10x since 2023 ($2B). Compute at end 2025 was 1.9GW, a 3x increase from 2024 (0.6GW) and 9.5x since 2023 (0.2GW). […

• @dr_gingerballs @dr_gingerballs on x

  Hi everyone who says AI compute is getting cheaper. OpenAI has made about $1.20 per kWh of compute each year for the last 3 years. Zero cost reduction in 3 years. Conveniently, takes about 1 kW to run an H100, so they make $1.20 per GPU hour. Reserved instances run anywhere

• r/OpenAI r on reddit

  Official: OpenAI reports annual revenue of 2025 over $20B

• r/singularity r on reddit

  OpenAI now reports annualized revenue of over $20 billion

• @rohanpaul_ai Rohan Paul on x

  OpenAI CFO Sarah Friar just published OpenAI Strategy and Growing Metrics. Compute rose from 0.2GW in 2023 to 0.6GW in 2024 to ~1.9GW in 2025, about 3x each year. Annual recurring revenue (ARR), rose in step from $2B to $6B to $20B+, about 10x in 2 years. The earlier [image]

• @alternatejones Alternate Jones on x

  “Revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025.” This is never-before-seen growth at such scale. 🤯🤯🤯 https://openai.com/...

• @benbajarin Ben Bajarin on x

  “Compute is the scarcest resource in AI.” Revenue mapping to compute checks out with lots of vendors we talk to. Good to see it publicized. https://openai.com/... [image]

• @firstadopter Tae Kim on x

  New numbers and comments from @OpenAI CFO: “Compute is the scarcest resource in AI.” “Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs.” “Compute grew 3X year over year or 9.5X from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in [i…

• @jimcramer Jim Cramer on x

  Coherent attempt to be B to C goes to B to B. I like its challenge to Google and Anthropic. Need Musk suit to go away to see $750B ...imho https://openai.com/...

• @sundeep Sunny Madra on x

  A business that scales with intelligence https://openai.com/... [image]

• @kimmonismus @kimmonismus on x

  OpenAI now reports annualized revenue of over $20 billion while the compute scales 3x per year. [image]

• @therealadamg @therealadamg on x

  https://openai.com/... “Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization. Investment in compute powers leading-edge [image]

• @ralph_grabowski Ralph Grabowski on x

  A reminder that ‘annualized’ revenue means taking the best month out of the year, and multiplying that by 12. It is always going to be a higher number than ‘annual’ revenue. That @OpenAI felt it needed to talk annualized tells us how much pressure it's under to _show_ growth.

• @stocksavvyshay Shay Boloor on x

  OpenAI shared this chart to show that AI revenue is scaling almost one-for-one with compute. Going from ~0.2 GW to ~1.9 GW (~10x increase in power) maps to revenue growing from ~$2B to ~$20B which implies OpenAI is generating ~$10.5B of revenue per GW. The really important [image…

• @mlib16 Mike Liberatore on x

  The biggest difference between xAI and OpenAi is we have material revenue and way more compute. 🚀🚀🚀 [image]

• r/technology r on reddit

  OpenAI annualized revenue crosses $20 billion in 2025, up from $6 billion in 2024