Latest / Cloud Wars Live with Bob Evans
OpenAI $140B Revenue: Dream or Hallucination?
In today’s Cloud Wars Minute, I question whether OpenAI’s $140 billion enterprise revenue target is a realistic strategy or a speculative leap.
Highlights
00:03 — It was announced recently, or revealed recently, that OpenAI expects that its revenue will hit about $280 billion by the year 2030, half of that enterprise, half of it consumer. So that would mean that by 2030, OpenAI, according to this CNBC report citing anonymous, confidential sources, will have its enterprise revenue be about $140 billion in five years, or less than five years now.
00:48 — As Larry Ellison said, “The baby could…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.