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OpenAI Revenues $1.5B/Year and Growth Path to $100 Billion

Summary by Ground News
The total TAM is about $10-20B. Tech incumbents make more now. The breakeven for the $20/month GPT+ subscription fee is about 50 pages of text output per day. There are currently about 3 million customers paying $240 per year for about $700 million in revenue.

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Next Big FutureNext Big Future

OpenAI Revenues $1.5B/Year and Growth Path to $100 Billion

Kelvin Mu, Translink Capital, estimates that OpenAI’s $1.5 billion in revenue is split pretty evenly right now between B2C (GPT plus subscriptions) and B2B (API tokens). B2B will be the larger future revenue. For B2C: The total TAM is about $10-20B. Tech incumbents make more now. Google ($280B), Microsoft ($218B), and Meta ($117B). The breakeven ...

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Next Big Future broke the news in United States on Wednesday, December 13, 2023.
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