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Documents: OpenAI told investors it expects revenue of $125B in 2029 and $174B in 2030, with sales from agents and other products exceeding those from ChatGPT

and a future beyond ChatGPT Bluesky: Ed Zitron / @edzitron.com : I love The Information, I pay for it (and The Information Pro), but this article saying OpenAI will top $125bn in 2029 is utterly awful and laughable.  Agents don't exist!  They aren't real!  They're not contributing $3bn this year!  Also “other”?  COME ON!  —  www.theinformation.com/articles/ ope... … X: @bantg : enjoy the last few months of research not polluted by ads: free user: help me research some good socks chatgpt: *sells you to the highest bidder* Ethan Mollick / @emollick : So this would be in the top 20 American companies by revenue, above GM and Bank of America this year. Weirdly, it also means they haven't hit their goal & AGI has not been achieved/diffused, because it is a lot less revenue than you would get from automating all knowledge work. Rick Zullo / @rick_zullo : @pitdesi To be fair, for them to hit their ChatGPT revenue forecast, they would need to almost 20x the amount of paid subscribers (presuming prices remain the same, which they may not), which would be about 400m people. Thats a big number. Sheel Mohnot / @pitdesi : OpenAI now projects $125B in revenue in 2029, with $25B of that from new products not yet announced. If they hit it, the current valuation ($300B) will be a steal; Google does ~$400B in revenue and is worth $2T [image] Forums: Msmash / Slashdot : OpenAI Forecasts Revenue Topping $125 Billion in 2029 as Agents, New Products Gain 9

The Information Sri Muppidi

Discussion

  • @edzitron.com Ed Zitron on bluesky
    I love The Information, I pay for it (and The Information Pro), but this article saying OpenAI will top $125bn in 2029 is utterly awful and laughable.  Agents don't exist!  They aren't real!  They're not contributing $3bn this year!  Also “other”?  COME ON!  —  www.theinformation…
  • @bantg @bantg on x
    enjoy the last few months of research not polluted by ads: free user: help me research some good socks chatgpt: *sells you to the highest bidder*
  • @emollick Ethan Mollick on x
    So this would be in the top 20 American companies by revenue, above GM and Bank of America this year. Weirdly, it also means they haven't hit their goal & AGI has not been achieved/diffused, because it is a lot less revenue than you would get from automating all knowledge work.
  • @rick_zullo Rick Zullo on x
    @pitdesi To be fair, for them to hit their ChatGPT revenue forecast, they would need to almost 20x the amount of paid subscribers (presuming prices remain the same, which they may not), which would be about 400m people. Thats a big number.
  • @pitdesi Sheel Mohnot on x
    OpenAI now projects $125B in revenue in 2029, with $25B of that from new products not yet announced. If they hit it, the current valuation ($300B) will be a steal; Google does ~$400B in revenue and is worth $2T [image]