📈 오픈AI, 2030년까지 연 3340억 달러 매출 예상…실현 가능성은?

Dunno if true but I know I am not contributing to their revenue anymore cuz I canceled my subscription✌️

„Estimated $334B revenue in 2030“

„Estimation“ by the company prior than going public, of course.

That simple scaling of computing doesnt do it for me. I don’t even slightly doubt that AI is the future and will run everything in the future, OpenAI is well positioned. But there is insane deficitary competition in the Market, AI is not yet on a level to provide that much value. I doubt any company can simply increase price / ads and generate Microsoft / Apple like annual revenue in 2030. the market is too complicated to monetize and people just using a competitor Product. OpenAIs competition is succesful tech companies sitting on hundreds billions of cash - and expertise / existing customers.

It is a giant grift in my view. Burning through hundreds of billions increasing market share prior IPO to get 2-3 Trillion exit money for seed investors and VC. To be fair, it is the only Option for OpenAI to compete in that market of tech giants. But i would personally not buy.

And in the interim, how are they financing the $1.4 trillion (or $1,400 billion which somehow seems like a number that shows the scale of it better) in commitments they have made?

When the CEO was asked, his response to the interviewer was something like ‘if you don’t want to own our shares we’ll find someone who wants to buy them’.

Still not answered. Still the most important question. Cause it’s clearly not with revenue (not enough). Or free cash flow (none). Or profits (none). Or venture capital dollars (not enough).

Do yourself a favor and ask whatever llm you pulled this from what the chances of ai commodisation are and what the likely hood is that a google or anthropic achieve similar intelligence and less compute

"Here's my offer.. Nothing."

**Microsoft and Nvidia lost the AI race**

Since the release of Gemini Pro and Claude Code all investors abandon Microsoft and Meta. $200B spent on GPUs without any profits and the market share dropped 25% to other AI systems.

There are zero Nvidia-powered AI systems making profit. Their hardware is too slow, expensive and power consuming.

OpenAI is now offering advertising and disney video. This will never do 10x in revenue. Their browser and coding agent are useless. Their video- and image-generation are behind Nano Banana, Veo and Grok.

Well I just canceled my account with them. F*** AI