With those 50 million subscribers, how much do they pay and how much do they cost? That is the only relevant piece of information when discussing the investment and returns of OpenAI.
business is contextual, and is a game of numbers? If you agree, then there is a difference between "I made money selling lemon drinks at my driveway, but I sold a car to make room" .. versus "I have recurring revenue of 50 million x $80 USD per month, and it is growing, and I am using cheap credit to build that" .. Numbers have a meaning, and the larger dollar recurring revenue cannot be matched in any way, no matter how much I spend. IIR ChatGPT is the fastest adopted software in the history of the Internet.
Don't they report annualized revenue AKA the best month times 12? How is that comparable?
If OpenAI or Anthropic doesn't turn this into a trillion dollar industry FAST, they are cooked. The strategy of building up fear around your product is risky, but necessary. There is simply no way to grow the AI business fast enough if they can't talk directly to the CEOs and bypass input from the employees, and baba yaga stories are perfect for that. Every time the CEO hears an employee say that the AI isn't working great for him, he hears an employee that's scared for his job or for his life, dismisses it, and sends out a mandate that everyone needs to prompt an AI every time they as much as need to go to the toilet.
If I’m not mistaken, after the media cycle, he lost his job for breaking confidentiality.
That was the opposite of marketing, Google really didn’t get how to turn this into a product until ChatGPT happened.