Is OpenAI’s business model sustainable?

OpenAI的商业模式可持续吗?

Behind the Money

2024-02-28

17 分钟
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OpenAI is one of the fastest-growing companies ever, thanks to its artificial intelligence chatbot, ChatGPT. But costs to train and run the models that underpin that technology are steep. And chief executive Sam Altman has said he has even bigger aims. The FT’s Madhumita Murgia and George Hammond examine whether the start-up’s existing business model can achieve its long-term goals.  Plus, do you have a question about markets, finance or economics? Get in touch with Michela, and we may use it in an upcoming joint show with Unhedged.  Email Michela at michela.tindera@ft.com, or message her on X at @mtindera07. - - - - - - - - - - - - - - - - - - - - - - - - - -  For further reading: Can OpenAI create superintelligence before it runs out of cash? OpenAI on track to hit $2bn revenue milestone as growth rockets OpenAI’s Sam Altman in talks with Middle East backers over chip venture - - - - - - - - - - - - - - - - - - - - - - - - - -  On X, follow Madhumita Murgia (@madhumita29), George Hammond (@GeorgeNHammond) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Silicon Valley's hottest startup, I'm talking about OpenAI, recently hit a milestone.

  • In December, the company surpassed $2 billion in annualized revenue.

  • Which means that if OpenAI earned as much money each month as it did in December,

  • $2 billion is what it would make over the course of a year.

  • Now, this is a big deal for a company as young as OpenAI.

  • The FT broke this news earlier this month, and George Hammond was one of the reporters on the story.

  • OpenAI are on this incredibly steep curve of growth.

  • So they are talking about potentially doubling or more than doubling that revenue number over the next 12 months.

  • So it's an incredible rate of growth that they're going at.

  • A huge part of that lightning speed success is ChatGPT,

  • the AI chat bot that OpenAI launched a little more than a year ago.

  • Two billion dollars in revenue puts OpenAI amongst the most successful companies ever to come out of Silicon Valley.

  • I mean, the likes of Google, Apple.