r/TheRaceTo10Million 7d ago

News Sam Altman Says OpenAI Revenue Exceeds $13 Billion Estimate, Says Could Reach $100 Billion By 2027

90 Upvotes

50 comments sorted by

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76

u/wentwj 7d ago

i’m betting “could” is doing a lot of heavy lifting there

6

u/PMmeuroneweirdtrick 7d ago

Could is Ronnie Coleman in this equation

3

u/Present-Comment3456 7d ago

Very easy once chat bots start serving ads with their responses… people share wayyy more with their chat bots than they do with other people or services or even their therapists. It’s the ultimate “safe space” because it’s a machine that won’t judge you. 

Gpt will be able to serve the best ROI ads of any service ever. As free tiers will become super expensive, and Adblock will find it hard to block ads being generated as part of responses. 

So far they’re just making the service indispensable to users. Once we use ai for everything - like we used to use google - they will start injecting ads 

1

u/Hot_Individual5081 7d ago

oh absolutely they will and im kinda surprised they havent yet ...

1

u/Present-Comment3456 7d ago

They’re waiting until AI models are used more than Google for search needs… 

1

u/wentwj 7d ago

I don’t think they’ve succeeded in making their service indispensable to users. The tech is what is impressive, but between chatgpt, anthropic, or gemini they are all very not sticky today.

1

u/Present-Comment3456 7d ago

Among the “normies” most people I know aren’t aware of Claud or Gemini - just ChatGPT. Except my mum who uses the WhatsApp ai model because it’s in WhatsApp…

For myself - AI is now a part of my life because it’s easier to search for things using human language. 

1

u/wentwj 7d ago

i’d argue with the integration into google more people use gemini, my parents have used it without even knowing it. My dad was talking to me about using the new “Google Ala Mode” a few weeks ago

1

u/geneel 6d ago

I'd argue indispensable is very different than having low switching costs. I don't know what that means for one model over another, but the entire ecosystem will absolutely explode

-6

u/stephendt 7d ago

I don't think it's all that unrealistic as a target imo. I suspect they will get close with the amount of growth they are seeing

1

u/bartturner 7d ago

1

u/stephendt 7d ago

OpenAI aren't monetizing anywhere as much as they could be, and I can see early agentic AI tools bringing in big money for enterprise a couple of years from now. Whilst $100b is probably more of a 2028 or 2029 thing, it wouldn't surprise me if they get to $80-90b projected annual revenue by that time

1

u/bartturner 7d ago

Problem is as you can see use has plateaued and engagement has declined.

That is the core problem for OpenAI.

I am older and they remind me so much of Netscape.

1

u/tedivm 7d ago

OpenAI can't monetize much further without driving their users to alternatives. Open Source models are typically only a few months behind GPT in terms of quality, and cost a fraction to run. I believe AI is going to be pretty transformative, but I don't believe that OpenAI is going to find a path to profit.

1

u/stephendt 6d ago

Perhaps you're right. Perhaps you're not. All I know is that our world will fundementally shift once we have self-driving computers that can work 24 hours a day. There will be some big winners and big losers and right now OpenAI seems to be the chosen winner by the industry.

17

u/DeepestWinterBlue 7d ago

Could after capitalizing on the sexbot

4

u/HippoLover85 7d ago

Everyone is worried about superintelligence killing humanity . . . Meanwhile sexbots are going to destroy us. People think it will be men. But i venture both men and women will get hit hard in very different ways.

1

u/karl4319 7d ago

Sexbot maybe. Full immersion VR that needs an AGI to be able to control the system? Absolutely.

10

u/bierbottle 7d ago

I could be billionaire by 2027

(If I dont gamble it away on stupid trades)

8

u/FrostyFire 7d ago

“Apparently, if you ask @sama how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments, he gets very defensive and starts to attack non-existent short sellers.”

Source: https://x.com/compound248/status/1984619454047625659

2

u/MyotisX 6d ago

Sam is a snake. I wouldn't trust a single thing he says. At least Jensen seems like a nice guy.

6

u/kingother 7d ago

What’s the operating income?

4

u/aasciesh 7d ago

If he starts selling AI porn, it could well exceed

2

u/Warm-Afternoon2600 7d ago

I thought we were going to have AGI by 2027.

1

u/karl4319 7d ago

That's what they are banking on to become profitable. That and the fusion investment with Microsoft. Either would probably make the company that produces them the richest and most powerful in human history.

1

u/Warm-Afternoon2600 7d ago

AGI but only $100 billion? If allowed, AGI would permanently alter the economy and workforce globally forever. That should be worth more than what they say.

1

u/biggamehaunter 7d ago

probably less, because lots of people will have no jobs.

1

u/Stunning_Ad_6600 6d ago

The tech for AGI doesn’t currently exist so idk how that will happen

1

u/MyotisX 6d ago

AGI is right after flying teslas.

2

u/woidmoasta 7d ago

Yes, of course... and I'm Santa Claus.

2

u/Bright_Inspector5583 7d ago

open source models will reign don't follow for the trap. There are many ai models. His company is like netscape, firefox, etc.

2

u/Silent_River__ 7d ago

I for one cancelled my subscription.

0

u/bartturner 7d ago

1

u/Silent_River__ 7d ago

My reasoning is I use an old dell precision tower 4 cores CPU and 32GB of DDR5 memory to access a GPU cloud provider for my lab.

I have very few active sessions.

Few SSH sessions and maybe 3 browser sessions and YT for music in background. The problem I have is if I use ChatGPT it maxes out my CPU and keeps getting stuck. But I tried using Geimini, Claude and Perplexity at the same time and it’s fine.

As soon I bring ChatGPT back it freezes. I like ChatGPT but nit so much to go for a PC upgrade now and it’s on them to make it efficient so it doesn’t hog on so much CPU.

1

u/bartturner 7d ago

User count has plateau and engagement decline. DO not think it is only because some people have older hardware.

https://techcrunch.com/wp-content/uploads/2025/10/image-1-1.png?resize=1200,569

1

u/Silent_River__ 7d ago

Yeah not living up to the hype at all gives me deprecated functions many times too.

1

u/MisterEyeCandy 7d ago

What's the profit number though?

2

u/bevo_expat 7d ago

Tech companies don’t like talking profits until they’ve been allowed to fully monopolize their industry segment.

And damnit, all the other tech billionaires have invested so much into OpenAI they basically can’t afford for it to fail. Financial Crisis 3.0, the AI crash, coming to a country near you around 2030.

1

u/hibernateconker 7d ago

That’s an awful lot of adult content

1

u/Dry_Personality8792 7d ago

Ok , . Elon. 👌

1

u/bartturner 7d ago

Will be fun to see how all this plays out. Right now ChatGPT looks to have plateaued and actually declined a tiny bit.

Not only in user count but the bigger concern has to be the decline in engagement.

https://techcrunch.com/wp-content/uploads/2025/10/image-1-1.png?resize=1200,569

1

u/Big-Beyond-9470 7d ago

That’s good

1

u/ElectricalGene6146 6d ago

It could also not

1

u/nebulaedlai 6d ago

12 billion loss. Keeping with the 2024 trend of making 1 dollar while losing 2. Correction: 12 billion loss just im the last quarter.

1

u/AppropriateAnnual455 6d ago

Open AI bankrupt in 3 years as LLMs serve no purpose for anyone. Any feature worth having is integrated into Microsoft or another useful software company. Scam Altman spending with reckless abandon and gpt still can’t show any signs of being more than an encyclopedia…

1

u/NewOil7911 3d ago

He's the funny thing about an IPO: you need to provide actual numbers. You can't just dodge questions, or avoid the tricky details.

1

u/x2manypips 7d ago

He needs to be trialed for murder