OpenAI doubled subscription revenues in a year. Despite this, the company still suffers losses

The artificial intelligence industry does not slow down – both in terms of technology development and capital flow. The largest players on the market attract the attention of investors and users, and the numbers begin to reflect the growing importance of these tools in everyday life.

Opeli almost doubled its annual subscription revenues, which are currently around $ 10 billionwhich is the result of the growing interest in the chatgpt tool. The company said that the expected revenue from subscription increased from $ 5.5 billionwhich were on the company's account at the end of last year.

The Altman Samo company is developing at a dizzying pace since Chatbot launched at the end of 2022. It was the fastest growing consumer application, which reached 100 million active users a week, and currently has them over 500 million.

Similar growth is recorded by other leading companies from the SI industry, including the Cursor programming tool, which this year increased re -income (ARR) to $ 500 million from below 100 million in 2024. In turn, Anthropic has tripled its ARR to $ 3 billion between January and May this year.

Start-ups in the minus, and billions of a wide stream flow

The increase in re -revenues suggests that SI tools are beginning to meet the expectations that have arisen around them in the last two years: both individual consumers and companies are willing to pay for their use.

Still, all three companies are still generating losses. Start-ups have gained popularity partly due to investors' readiness to put them checks for unprecedented amounts.

Opeli is currently conducting talks on acquisition $ 40 billion from Softbank and other investors, while Anthropic is supported by Google, Amazon and leading Venture Capital funds. Mattka Cursor, Anysphere, recently raised $ 900 million from investors, including Thrive Capital Josh Kushner, Accel and Andreessen Horowitz.

Exits from strategic investors and Venture Capital funds have significantly accelerated the development of several SI companies that are to develop faster and faster to eliminate competition.

Nevertheless, there are signals that the adoption of SI tools in some areas can slow down.

Final Ramp's data shows that the percentage of companies in the US paying for the use of models has increased four times to about 40% in the last two years. However, this growth stayed for the first time in May after ten months of continuous growth. Representatives of RAMP suggest that most companies that were willing to pay for these services already do it.

Ambitious forecasts, great acquisitions. This is how the OPENAI Empire is growing

Documents made available to investors show that Opeli does not expect to achieve profitability before 2029when it forecasts revenues of $ 125 billion.

The company spokesman said that the company's repetitive revenues come from consumers paying for chatgPT, about 3 million subscriptions from business and educational clients and from the sale of the Openai APi interface.

The company's headquarters is in San Francisco, and its activities are developing in many directions. In recent weeks, Opelai has taken over the IO-start-up of the hardware of the former head of Apple, Sir Jony Ive-for $ 6.4 billion, and is also in the process of taking over Windsurf, a Cursor competitor in the field of code editing-they give people familiar with the transaction.

Opeli also cooperates with the administration of Donald Trump over the project Stargate – A huge data center, which according to the general director of Altman itself is to be the foundation of further technology development.

Although billions of dollars flow in a wide stream, and the market spreads a vision of impressive revenues before companies, the road to profitability still seems long and full of unknowns. The market matures, and investors' enthusiasm slowly begins to balance the first signs of saturation.

JS

Source: