OpenAI has set a target of 200,000 million dollars for 2030, as reported The Information. Your own internal documents reveal that to achieve this you will need multiply by 13 your current income In less than five years.
Why is it important. The company is burning billions per month and plans to spend 90,000 million only in R&D by 2030.
- This represents 45% of its projected income, well above the percentage allocated by large technological ones, which remain mostly between 15% and 30% of their gross benefit, not even their income.
- If Openai’s income is below the goal, that percentage will be even greater.
The figures. Openai expects to move from 13,000 million income at 2024 to 200,000 million in 2030. Its R&D expenditure would be proportionally double that of the most successful technological technological ones, much more mature and settled.
To achieve this, it basically depends on large companies continue to invest in generative. If there is A brake on investmenteven if that does not imply the burst of a bubble, OpenAi will have accounting problems.
In addition, this projection rises up to only one semester. OpenAI has increased the expected billing by 2030 by the beginning of the year.
The big question. Is a business model sustainable where almost half of the income – even the gross benefit – is destined for research and development?
If business income does not rise as Openai projects, the company will have a serious problem. Yesterday it was announced Your agreement with Oracle committing to a huge investment level to which you can hardly face except that you change the screws, or to deliver a good part in kind (business use licenses), as Microsoft did with it paying in Azure credits.
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