OpenAI Tells Investors Annualized Revenue Nears $50B, Not $70B
OpenAI has told investors its annualized revenue is approaching $50 billion, about $20 billion below a figure previously reported from investor comparisons with Anthropic. The gap partly reflects differing accounting methods, as Anthropic counts cloud partner sales. The revelation adds pressure as OpenAI justifies massive investments, including a $122 billion March raise, and its IPO is pushed to early 2027.
Skynet Chance (0%): Financial reporting discrepancies do not affect AI control or alignment, so there is no meaningful impact on Skynet probability.
Skynet Date (+0 days): Lower-than-expected revenue could marginally temper the pace of compute spending, very slightly slowing risky capability races.
AGI Progress (0%): Revenue figures do not reflect any change in technical capabilities toward AGI.
AGI Date (+0 days): Weaker revenue relative to massive investment may slightly constrain future scaling funding, a minor deceleration signal.
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