OpenAI’s recently released internal documents show its ambitious future plans, which has attracted widespread attention. The editor of Downcodes will interpret the information disclosed in these documents, including ChatGPT’s future price adjustments, revenue expectations, and cooperative relationships with giants such as Microsoft. This article will provide an in-depth analysis of OpenAI’s strategic layout and discuss its impact on the artificial intelligence industry.
Recently, news about OpenAI’s internal documents has attracted everyone’s attention. The documents show that OpenAI intends to double the price of ChatGPT over the next five years, from the current $20 per month to $44. At the same time, they are also anticipating significant revenue growth, targeting $100 billion in revenue by 2029.
Picture source note: The picture is generated by AI, and the picture is authorized by the service provider Midjourney
According to the New York Times, OpenAI's revenue has tripled over the past year, reaching $300 million in August. The impetus for all this comes mainly from ChatGPT, especially its free version.
Data shows that ChatGPT’s popularity surged from 100 million users in March to 350 million users in June. OpenAI predicts that ChatGPT’s revenue will reach US$2.7 billion this year, a significant increase from last year’s US$700 million, of which approximately US$1 billion will come from enterprise users.
While mentioning the price increase, OpenAI said it doesn't mean there will be fewer users. They might introduce new premium features or make more powerful models more widely available to paying users. ChatGPT's functionality has been greatly improved since its launch, especially in the free version.
It should be pointed out that OpenAI's biggest cost comes from the computing power provided by Microsoft. It can be said that most of Microsoft's investment in OpenAI has flowed back into its own hands. At the same time, by improving the financial status of cloud computing, Microsoft is also increasing OpenAI's valuation and its own stock price. Other large cloud service providers, such as Amazon, are also pursuing similar strategic cooperation with AI startups such as Anthropic.
Venture capital firm Thrive plans to lead more than $1 billion in upcoming funding rounds, while Microsoft plans to add another $1 billion to its existing $13 billion investment. It is worth mentioning that despite extensive cooperation with OpenAI and ChatGPT, Apple has decided to withdraw from negotiations.
Highlight:
1. OpenAI plans to increase the price of ChatGPT from US$20 to US$44 in the next five years, with a target revenue of US$100 billion.
2. OpenAI’s revenue has tripled in the past year, and ChatGPT is expected to bring in $2.7 billion in revenue this year.
3. ? Microsoft is OpenAI’s largest cost source, and its return of investment in OpenAI affects the valuation and stock price of both parties.
All in all, OpenAI’s development strategy is full of ambitions, and its in-depth partnership with Microsoft and future price adjustment plans will have a profound impact on the artificial intelligence industry. We'll wait and see if OpenAI can achieve its ambitious goals.