OpenAI says its annualized revenue run rate is about $50 billion, not the $70 billion in earlier reports, a $20 billion gap that weighed on AI stocks. The higher figure was an estimate investors built to compare OpenAI with Anthropic, so the stocks moved on the gap between an outside estimate and OpenAI's own number.
Perspective Coverage
3 publishers
- Builder
- Builder 18%
- Operator
- Operator 20%
- Investor
- Investor 62%
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+20
- Incentives60
- 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
8 publishers
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- Builder 7%
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- Operator 18%
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- Investor 75%
Reality
- Evidence50
- Adoption55
- Hype gap+25
- Incentives70
- Confidence60
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%
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- Operator 9%
- Investor
- Investor 85%
Reality
- Evidence62
- Adoption58
- Hype gap+25
- Incentives
- Not scored
- Confidence58
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
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- Builder 12%
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- 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
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- Builder 15%
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- Investor 60%
Reality
- Evidence45
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- Hype gap+35
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- 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