what teeth Openai?
I think you might say “Foundation Model Lab” or “the company that runs ChatGpt,” but it doesn't actually provide the full picture of everything it promised, claimed, or it is or leaked.
No, really, if you believe it's leaking to the press…
- Openai is a social media company this week Launch SORA 2, a social feed that is fully configured with generated videos.
- Openai is a workplace productivity company. Reportedly they are working on their own productivity suite to compete with Microsoft.
- Openai is a job portal. “Developing AI-powered employment platform announced in September“It will be released by mid-2010.”
- Openai is an advertising company and is clearly I'm trying to hire an ad chiefWith the intention of starting to display ads on chatgpt “by 2026”.
- Openai is a company that sells AI computing, such as Microsoft Azure and Amazon Web Services. CFO Sarah Friar told Bloomberg in August It's not “actively looking at” such efforts today, but “certainly think of it as a business under the line.”
- Openai is Fabless Semiconductor Design Company. Launch your own AI chip again in 2026 with Broadcombut only for internal use.
- Openai is a consumer hardware company that prepares to boot your device By the end of 2026 or early 2027, hire lots of apple people to work on itAgain, at this point, we're leaking random things to increase the value. Smart speakers, audio recorders, and AR glasses.
- Openai is also working on its own browseri guess.
To be clear, many of these are ideas that Openai leaked specifically, allowing the media to continue to increase its ratings and at least continue to raise the money they need. 1 trillion dollars I don't think that over the next 4-5 years, many theoretical (or actual) costs of what I list are included.
Openai wants you to believe it is all, Because in reality, it's a company that spans strategy, focus and vision. The ChatGpt GPT-5 upgrade was DUD. It is perhaps the industry-wide embarrassment and itself, for perhaps the most deceased product in AI history.As revealed a few months ago) It's not because of a unique feature upgrade, but rather the way you actually handle the prompts provided by the user, and it costs more to work than its predecessor. I will.
Do you want to create hardware? software? advertisement? Are you planning to lease the GPU you use for your own AI projects? Are you going to prove you as an AI expert?? Please note how I listed a lot It's not chatgpt, Which one is Looking at the information report Of that forecast, it will remain a large portion of its revenue until 2027, at which point “agents” and “new products with free user monetization” will magically begin.
Openai is a boring (and bad) business
In fact, Openai is a very boring (and bad!) software business. The majority of the revenue sold subpriptions to chatgpt and apparently had one 20 million paid subscribers (as of April) 5 million business subscribers (As of August, Those 500,000 are California State seats, but are paid for $2.50 a month.).
You also lose an incredibly large amount of money.
Openai's pathetic API sales effectively turned it into another AI startup
Yes, I know that Openai also sells access to APIs, but as you can see from the chart above, it is Small tiny sliver I'd like to add that revenue for 2025, but this chart has a bit of green for the revenue of “agents.” The operator, the so-called agent of Openai, is hardly functionaland no one knows how to start charging money for it except “try my broken product.”
In any case, the selling of the API appears to be a very, very small part of Openai's revenue stream, which greatly suggests a lack of interest in integrating its model at scale.
What's worse, this effectively becomes Openai For an AI startup.
Think about it: If Openai can't “innovate” and make a large portion of it in the development of large language models (LLMS), it connects just another company, LLM, to its software. ChatGpt may be a very popular product, but by definition (and by its name!) is a GPT rapper, and Openai needs people to pay its own immediate costs and continue to improve its own model, and is committed to convincing people about it on a continuous basis. Something other than another AI startup.
In fact, it's the only one Authentic The difference is the amount of money that supports it. Otherwise, Openai could literally become a foundation model company, and it's another startup trying to find a way to monetize the generated AI because there's a lack of actual innovation within those models. An industry that appears to have lost money.
As a result, you need to start evaluation Openai “as another AI startup” because its promises don't seem to mesh with a consistent strategy.I need 1 trillion dollars. “It doesn't seem to have much daily plans, and it doesn't seem to be about that either. what Openai should be, except that Openai is a consumer hardware, consumer software, enterprise SAAS, data center operator and operates social networks.
As I argued Many The eraLLM is inherently flawed due to its probabilistic nature. “Hazardization” – when the model states that something is true when something is not authoritative (or taking action that is most likely, even if it is not correct) – is, “Mathematically inevitable“According to Openai's unique technology research function, It will not fix their most obvious and obvious issueseven “perfect data”.
I bet on why Openai wants to build so many abilities. Leaking so many diverse business lines is an attempt to escape the dark truth. Peeling off the hype, ChatGpt is a wrapper, and all the products it makes are a wrapper, And Openai is pretty bad at making products.
Today I walk a fairly unique position to you: its Openai is another boring AI startup that lacks a meaningful product roadmap and strategy. It's a company with a huge amount of cash, industry support and brand awareness, and is desperately trying to figure out how to make money selling products built on a large language model, as does its customers.
Openai lives and dies in mythology as the center of innovation in the AI world, but reality is much more mediocre. Its revenue growth is slowing, its products are commoditized, and its models are barely cutting edge. The overall generation AI industry has lost its lusterand that killer app is a myth that almost transforms very wealthy people and others.
Openai spent, According to the information150% ($6.7 billion in expenses) of H1 2025 revenue ($4.3 billion) R&D, production GPT-5 is deeply enveloped SORA 2 estimates that each video generation costs more than $5. Based on Azure published fees for the first SORA modelthese rates are unprofitable and my belief is that everything can attract even fewer users.
