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by mistrial9 31 days ago
"ChatGPT has over 900 million weekly active users worldwide. ... ChatGPT Plus has around 50 million paying subscribers"
1 comments

What you have typed does not address anything the person you are responding to said.

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.

> "invest 5 billion to make 10 million"

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.

Is it growing?

Don't they report annualized revenue AKA the best month times 12? How is that comparable?

They have no moat.