OpenAI expects an 80% drop in its flagship revenue. The low-cost “ChatGPT Go” is your escape forward

OpenAI is in trouble. More than beforeeven. In The Information indicate that internal projections for subscribers in 2026 are worrying. The users of ChatGPT Plustheir $20 a month plan, will fall from 44 million in 2025 to just 9 million this year. That represents a drop of 80%, and they want to compensate for it with their affordable subscription. It’s not clear that plan can work. ChatGPT Go as a lifesaver. What OpenAI is going to lose with ChatGPT Plus according to these internal forecasts, they want to counteract with an extraordinary increase in subscriptions to ChatGPT Gothe ad-supported plan that costs between $5 and $8. The company’s objective is for this plan to go from having the current 3 million subscribers to 112 million, an increase of 3,600% in twelve months. A terrible quarter. While The Information showed these forecasts, in The Wall Street Journal they informed OpenAI does not have the accounts in this first quarter of 2026. The company has not achieved the expected income, and has not achieved the user acquisition figure that it had projected. OpenAI CFO Sarah Frier has warned that the company may not be able to pay for its future computing contracts if revenue doesn’t start growing immediately. The accounts do not come out. OpenAI has contracted close to $600 billion in spending on future data centers, an astronomical figure that was built with all the announcements that Sam Altman and the company made in 2025. The company expects to spend $25 billion but plans to enter $30,000, a narrow margin even if everything goes well. But according to WSJ it is not doing so, and Anthropic’s popularity has eroded its position in the market. They wanted to reach 1 billion weekly active users by the end of 2025 and they didn’t achieve it, and the decision to bet on ChatGPT Go seems like a desperate response to their revenue problem… and their IPO. No one has ever grown so much. ChatGPT Go’s growth goal poses a colossal challenge. Achieving 109 million paying subscribers in twelve months is unprecedented. It took Facebook four years to get 100 million free users, and although ChatGPT achieved the same thing in two months and set a prodigious precedent, for this to be repeated for a paid subscription even extending the time frame to 12 months would be unusual. But not even for those. Analyst Ed Zitron point Because even if OpenAI achieved 112 million subscribers at $5/month on average, it would earn $560 million per month. That figure is a far cry from the $880 million per month generated by the 44 million Plus subscribers at $20/month. The difference should be covered with advertisingbut that doesn’t seem to be going as well as they expected either. Until have activated pay per click adssomething that already caused the credibility of SEO to be greatly damaged. We go public, yes or no? According to WSJ, Sarah Friar and Sam Altman disagree about whether it is advisable to go public this year given this change in the situation. Altman wants to speed it up, but Friar doesn’t think the company is ready to meet the data reporting obligations that public companies have. The problems accumulate because the financing round closed in March made OpenAI’s valuation amounted to 852,000 million dollars. If investors had known the situation of OpenAI’s first quarter, perhaps they would not have entered that round, or they would not have done so in such a notable way. The challenge of charging $20 for AI. OpenAI’s forecast is worrying. That a company that managed to popularize generative AI can only get 9 million people around the world to pay $20 a month is disturbing and says a lot about the state of the market. On the one hand, maybe people just don’t see that $20 worth it, which is bad for the entire industry. But perhaps what people don’t see is that those 20 dollars are not worth it if they spend them on ChatGPT and they do on competitors like Claude. That is even more worrying. It is clear that there is a segment of users willing to pay such a price, but today that segment is smaller than the expectation created suggested. The Pro plan will remain a rarity. OpenAI also has the Pro plan for $200 per month, and expects its subscribers there to also double in 2026. However, that will still not be almost anecdotal because less than 1% of the total number of users—the truly intensive ones—will opt for this alternative. It is evident that this will not be the core of OpenAI’s business at the moment, and the company seems to be clear about this. They prefer to leave the middle segment in the background, have a small premium segment and bet on massive volume at a low price with advertising. We’ve seen this before… with Netflix. OpenAI’s strategy reminds us of the one Netflix launched with its advertising plan. Which many criticized when it was announced has become in a overwhelming success. The company has returned us to square one: we want to pay to see adssomething surprising but it works. And OpenAI seems to want to apply the same story. In Xataka | The surprise with the new GPT 5.5 from OpenAI is not that it is good: it is that Claude looks like GPT and GPT looks like Claude

‘GTA Online’ has been making more revenue than many new games for 13 years

A game released in 2013 for previous generation consoles is earning more than a million dollars a day in 2026. It is the online mode of ‘Grand Theft Auto V’, which has just a few months left before its own creators try to replace it with the most anticipated sequel in video game history, ‘GTA VI‘. The dilemma this poses for Rockstar is unprecedented (and the figures that show it came in a not exactly official way). The hacking. On April 11, the ShinyHunters group (responsible for previous security breaches in Ticketmaster or Santander bank, among others) accessed the Rockstar Games servers through an exploit in cloud management software. The company confirmed the attack, although it described it as having limited impact on its operations. What hackers posted after Rockstar refused to pay a ransom for the information it was not code from the long-awaited ‘GTA VI0, but business metrics extracted from the internal analytics platform Anodot. And what they leaked was not bad news, quite the opposite. To the point that Take-Two’s shares rose as soon as it went public. A million a day. According to leaked information (which Rockstar has neither confirmed nor denied), ‘GTA Online’ earned an average of $9.59 million per week between September 2025 and April 2026, with a weekly maximum of almost 28 million and a minimum of 4.7 million. The annual figure is around 500 million dollars. More than a million a day, not bad for a game that debuted in 2013. How they do it. The backbone of the model is Shark Cards, packs of virtual currency that players purchase to acquire cars, properties or weapons within the game. The Shark Cards generated more than 5 billion dollars between 2014 and 2024but the thing is that only 4% of the active player base has spent real money on the game. They are the so-called “whales”, users who concentrate practically all of the spending, and who generate these exorbitant incomes. ‘GTA Online’ is, in that sense, a business model like the most aggressive free-to-play games. The cherry on top of GTA+. Added to all this is GTA+, a paid monthly subscription that Rockstar launched in 2022 and which, according to the same leaked data, reached its peak of 1.3 million subscribers in December 2025, coinciding with the launch of the update.A Safehouse In The Hills‘. It added luxury mansions to the game and resumed the narrative of ‘GTA V’ with the reappearance of one of its protagonists, Michael. The death of ‘Red Dead Online’. These figures also explain why Rockstar stopped updating ‘Red Dead Online’ regularly. The online mode of ‘Red Dead Redemption 2’ generated an average of $507,000 per week between June 2024 and April 2026, compared to 9.59 million weekly for ‘GTA Online’. Take-Two was immediately clear where resources needed to be concentrated. Coexistence. Although Rockstar has not officially detailed what its online component will look like, leaked court documents They suggest that ‘GTA VI’ will include a multiplayer mode (something that, now that the colossal income of ‘GTA Online’ is known, no one doubts). But at the same time, that’s the problem: in a message to shareholders in FebruaryTake-Two CEO Strauss Zelnick said that “I have every reason to believe that we will continue to support ‘GTA Online’. There is a large community that enjoys it and remains engaged.” Does that imply two live-services simultaneous, with the consequent investment in resources, updates and player service? There is a precedent. When ‘GTA Online’ arrived on PS4 and Xbox One in 2014, Rockstar did not close the PS3 and Xbox 360 versions. Both generations coexisted for more than a year receiving the same content, and in 2015 the ‘Ill-Gotten Gains Part 2’ update was the last significant one for the old platforms. Even so, those servers were not permanently turned off until December 2021, six years later. The history problem. If they were two different services, the online mode of ‘GTA VI’ would arrive without twelve years of updates, without thousands of accumulated missions, without the ecosystem of properties, vehicles and businesses that ‘GTA Online’ players have built for more than a decade. The examples of sequels that failed to attract the players of the previous game are numerous, but ‘Payday 3’ stands out among them all (the number of players for ‘Payday 2’ is still five times higher). Big losses. Players who have spent years accumulating virtual money, garages, businesses and personalized clothing in ‘GTA Online’ will hardly dare to start from scratch. And at the moment no one has dared to talk about a transfer of assets between both games: the practical and design implications of such an exchange make it practically unfeasible. (And so not to mention FiveMthe community role-playing mod based on ‘GTA V’ that Rockstar bought in 2023 and is still an active source of income). Most likely. As Kotaku predictswe’ll most likely see a multi-year period of coexistence, with Rockstar gradually trying to move the user base from one game to another while keeping both running. Controlled closure of ‘GTA Online’, indefinite maintenance with minimal updates or something in between? It all depends on how fast ‘GTA VI Online’ grows into a game that, let’s not forget, will attract thousands of new players. At the moment, the bar he has to reach is very high. In Xataka | In a time when almost no one develops their own graphics engine, ‘GTA VI’ arrives to punch the table

a good part of its billion in revenue comes from the only market that still goes to the movies

If we are ever going to have a negative answer to the question of “Can James Cameron stop killing it at the box office?” It certainly won’t be in the short term. ‘Avatar: Fire and Ash’ has once again swept theaters, and although perhaps a couple of aspects of the triumph need to be pointed out, it is indisputable that we are facing a new success: it has already exceeded one billion dollars. The figures. The third installment of ‘Avatar’ has reached 1,083 million dollars at the global box office after 18 days in theaters. The figure is divided into 306 million dollars in US territory and 777.1 million in international markets, confirming the traditional foreign dominance of the franchise created by James Cameron. The milestone comes slightly later than its predecessors (‘Avatar‘He achieved it in 17 days and’The sense of water‘ in just 14), which makes us wonder if ‘Fire and Ashes’ will manage to replicate the extraordinary long-term performance of its predecessors, which remained in first place at the box office for seven consecutive weekends. Gear change. The rhythm of ‘Fuego y ash’, as we have commented, contrasts with that of its predecessors. The 2009 film ended its run with a historic gross of $2.9 billion, while ‘The Sense of Water’ ended with $2.32 billion. Both films demonstrated exceptional resilience, remaining at number one in the ranking for seven uninterrupted weeks, an increasingly unusual phenomenon in the streaming era. The big question now is whether ‘Fire and Ash’ will manage to join the exclusive club of 2 billion movies. The first indicators suggest a decrease compared to the second installment, which in turn had already experienced a drop of 580 million compared to the original. If this trend is confirmed, ‘Fire and Ash’ would be the first ‘Avatar’ installment to stay below the two billion threshold, which could redefine the commercial expectations of the franchise, which as we already saw It is not enough to be one of the hits of the year to be profitable. The importance of China. As has been usual in the franchise, the success of ‘Fire and Ash’ depends largely on the foreign market: for example, in this installment 71.7% of revenue comes from outside the US: China leads the list with 138 million dollars, followed by France with 81 million, Germany with 64 and South Korea with 44. Only in China, the third ‘Avatar’ got the best premiere of the saga in the countrywith $57 million in its opening weekend. The IMAX format was crucial: generated 23.5 million dollars23% of the total Chinese collection. A success that is more significant considering that the Chinese market has remained practically closed to foreign productions in recent years. By the way, has already been dethroned. Disney sweeps away. One more year, this is not news, but let’s confirm the Disney’s absolute dominance at the box office. This third ‘Avatar’ is also the studio’s third film to surpass $1 billion this year, following the live-action remake of ‘Lilo & Stitch‘ (1,030 million) and ‘Zootopia 2’ (1,420 million, at the moment). That is, more than $6.58 billion at the global box office, a figure that has not been reached since before the pandemic. And without the need for Marvel (with three premieres that did not reach the expected figures nor the collections of other times) nor ‘Star Wars’. No other study has managed to produce a single billion-dollar movie since 2023 but it is worth remembering, of course, that Disney has not been short of failures at the box office: ‘Snow White’, ‘Tron: Ares’ and ‘Elio’ were well below expectations, which poses a paradox. Disney scores the biggest hits and the main failures of the year, making it clear that Disney has the blockbuster formula, but its brand is no longer infallible. Prudent Cameron. Despite the success, James Cameron maintains a cautious stance on the continuity of the saga. Before the premierealready said that “first, we have to make money from this. We each have to prove this absurd business case again.” Cameron recognizes that the industry has changed and that the theater market is going through a moment that makes any forecast possible. As revealedwould call a press conference to reveal the complete plots of ‘Avatar 4’ and ‘5’ if they were not finally made. Another option would be to novelize the scripts, a project for which he maintains a certain enthusiasm. In Xataka | James Cameron has committed to the 48fps format for ‘Avatar 3’. Many viewers find it disturbing

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