OpenAI's CFO: ChatGPT has 250M weekly active users, converts free users to paid at a 5% to 6% rate, and ~75% of OpenAI's revenue is from consumer subscriptions
OpenAI CFO said on BBG TV “we've learned to take reasoning models like o1-preview, on top of GPT models, and the interplay between those. You're now really starting to see some really incredible outcomes. PhD level outcomes, where you have in your pocket, human intelligence.”
75% of OpenAI revenue coming from consumers is both great and not great Not great because businesses are the only way Open AI can make huge money that balances out their compute losses. If it only makes up 25% of revenue rn they got a long way to go