Latest OpenAI numbers from the FT:
800m users, 5% paying (40m).
$13bn in ARR.
Implies a $325 annual ARPU, or $27/month per paying user.
70% of rev from subscriptions, rest is API.
$8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue.
Latest OpenAI numbers from the FT:
800m users, 5% paying (40m).
$13bn in ARR.
Implies a $325 annual ARPU, or $27/month per paying user.
70% of rev from subscriptions, rest is API.
$8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue.— Wasteland Capital (@ecommerceshares) October 15, 2025
The circular revenue economy!
— Wasteland Capital (@ecommerceshares) October 15, 2025
Quantum computing stocks — the biggest bubble since 2000 — keep inflating fast 👇
The pop will be epic. These three names could see 99% of their market cap wiped out in a blink.
Massive hype. Minimal revenue. No meaningful product in sight.
_ pic.twitter.com/qC1g5WhF10— Dr. Eli David (@DrEliDavid) October 14, 2025
⚠️ $ASML missing on REVENUE is NOT an encouraging sign…
Imagine you are the company that make the machines that makes the AI chips, and you missed on your quarterly REVENUE!
— I Sell Options Guy (@RentYourStocks) October 15, 2025