[jocaal]

L comment. If every person on the planet subscribed to the $200pm product, OpenAI's revenue would be 16.8 trillion dollars (used 7bn people x $2400pa). Would be hilarious for a company making that type of revenue to be only worth 300bn.

Let's look at it from another perspective. It's not uncommon for tech companies to be valued at around a PE ratio of 30. This would mean a company worth 300bn should make about 10bn in profit each year. Chatgpt's usage is as ubiquitous as products that make 100's of billions in profit such as google search and instagram, does the valuation really seem that insane? OpenAI just needs to open the ad flood gates and suddenly no one is laughing anymore.

[dragonwriter]

> If every person on the planet subscribed to the $200pm product, OpenAI's revenue would be 16.8 trillion dollars (used 7bn people x $2400pa). Would be hilarious for a company making that type of revenue to be only worth 300bn.

Pretty hilarious to use “assume every person on the planet signs up for their highest tier individual offering” as a basis for criticizing a firm's valuation as too low (obviously, if that analysis suggests a firm’s valuation is too high, it would be a powerful argument, but...)

[jocaal]

My comment was a reply to

> Given their current product offerings, I really don't see a way they could ever justify a $300B valuation unless they get everyone on the planet to subscribe to their $200/month plan.