OpenAI told investors its annualized revenue was about $50 billion at the end of September, short of the $68 billion to $70 billion reported last month. Oracle and OpenAI's chip suppliers fell 3% to 6% on Thursday on the strength of a private company's investor deck.
Perspective Coverage
23 publishers
- Builder
- Builder 9%
- Operator
- Operator 14%
- Investor
- Investor 77%
Reality
- Evidence70
- Adoption60
- Hype gap+35
- Incentives70
- Confidence65
AI stocks sold off after the Financial Times put OpenAI's annualized revenue at about $50 billion, $20 billion below expectations. The rebound leans on a Bloomberg report that OpenAI expects $70 billion by year-end, a 40% climb in one quarter.
Perspective Coverage
4 publishers
- Builder
- Builder 6%
- Operator
- Operator 9%
- Investor
- Investor 85%
Reality
- Evidence62
- Adoption58
- Hype gap+25
- Incentives
- Insufficient
- Confidence58
OpenAI told investors its revenue this year will reach $50bn, about $20bn below the $70bn it signalled last month. The Guardian ties the gap to investors aligning the figure with Anthropic's counting method, so comparing the two labs' revenue starts with how each figure is built.
Perspective Coverage
6 publishers
- Builder
- Builder 7%
- Operator
- Operator 17%
- Investor
- Investor 76%
Reality
- Evidence55
- Adoption55
- Hype gap+30
- Incentives70
- Confidence60
OpenAI is in early talks to raise $30 billion at about $1.4 trillion, Bloomberg reported, 64% above its $852 billion valuation in March. The price lifts the stakes of SoftBank, Nvidia and Amazon on paper, while reports put the revenue run rate behind it anywhere from $40 billion to $70 billion.
Perspective Coverage
12 publishers
- Builder
- Builder 12%
- Operator
- Operator 14%
- Investor
- Investor 74%
Reality
- Evidence50
- Adoption50
- Hype gap+25
- Incentives70
- Confidence60
OpenAI's annualized revenue run rate is nearing $70 billion, up more than 70% since the quarter began, Axios reported. That is only about $5 billion above Anthropic's July rate, and Anthropic's figure has kept rising, so ranking the two labs has to wait for their prospectuses.
Perspective Coverage
5 publishers
- Builder
- Builder 15%
- Operator
- Operator 25%
- Investor
- Investor 60%
Reality
- Evidence45
- Adoption55
- Hype gap+35
- Incentives60
- Confidence50
OpenAI says its ad unit is annualizing at a billion dollars after fewer than 200 days of selling. That makes it a real media channel by any reasonable test. The country map is now what decides who gets to spend into it.
Perspective Coverage
9 publishers
- Builder
- Builder 12%
- Operator
- Operator 41%
- Investor
- Investor 47%
Reality
- Evidence58
- Adoption60
- Hype gap+35
- Incentives72
- Confidence66