OpenAI expects to reach or exceed $70 billion in annualized revenue by year end, according to Bloomberg, while the Financial Times reports the figure is closer to $50 billion. Yahoo Finance’s Julie Hyman, Jake Conley and Pras Subramanian explain why the numbers are so hard to pin down, from how annualized revenue is calculated to why OpenAI and Anthropic count cloud partner sales differently. They also discuss why the market keeps reacting to leaks from private companies, what OpenAI’s new fundraising means ahead of a possible IPO, and why the AI industry’s growing debt makes real numbers in an S-1 so important.
Watch The 8:30 live weekdays 8:30-9:30am ET.
00:00 Bloomberg: OpenAI expects $70 billion in annualized revenue
00:14 Why the OpenAI and Anthropic numbers don’t match
01:39 “Drop the S-1s already”
02:10 Why the market seizes on leaks
02:58 How annualized revenue is calculated
03:43 Why OpenAI wants big projections before an IPO
04:05 True believers or traders?
04:41 The debt side of the picture
05:05 A $5 billion factory is “like a closet”
#OpenAI #AI #Anthropic #YahooFinance
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