OpenAI Revenues $1.5 B/Year and Growth Path to $100 Billion
Home" Artificial intelligence" OpenAI Revenues $1.5 B/Year and Growth Path to $100 Billion
Kelvin Mu, Translink Capital, approximates that OpenAI's $1.5 billion in profits is split quite equally today in between B2C (GPT plus memberships) and B2B (API tokens).
B2B will be the bigger future profits.
For B2C:
The overall TAM has to do with $10-20B. Tech incumbents make more now. Google ($280B), Microsoft ($218B), and Meta ($117B).
The breakeven for the $20/month GPT+ membership cost has to do with 50 pages of text output daily at the present token expense. There are presently about 3 million clients paying $240 each year for about $700 million in income.
Nextbigfuture notes the token and other expenses might reduce with more effective future AI. The B2C TAM might increase if AI has the...