OpenAI's Sam Altman Defends $1 Trillion+ Spending Commitments, Predicts Steep Revenue Growth, More Products
3 novembre 2025 à 03:53
TechCrunch reports:
OpenAI CEO Sam Altman recently said that the company is doing "well more" than $13 billion in annual revenue — and he sounded a little testy when pressed on how it will pay for its massive spending commitments.
His comments came up during a joint interviewon the Bg2 podcast between Altman and Microsoft CEO Satya Nadella about the partnership between their companies. Host Brad Gerstner (who's also founder and CEO of Altimeter Capital) brought upreports that OpenAI is currently bringing in around $13 billion in revenue — a sizable amount, but one that's dwarfed by more than $1 trillion in spending commitments for computing infrastructure that OpenAI has made for the next decade.
"First of all, we're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer," Altman said, prompting laughs from Nadella. "I just — enough. I think there are a lot of people who would love to buy OpenAI shares."
Altman's answer continued, making the case for OpenAI's business model. "We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing. That AI that can automate science will create huge value...
"We carefully plan, we understand where the technology — where the capability — is going to go, and the products we can build around that and the revenue we can generate. We might screw it up — like, this is the bet that we're making, and we're taking a risk along with that." (That bet-with-risks seems to be the $1.4 trillion in spending commitments — but Altman suggests it's offset by another absolutely certain risk: "If we don't have the compute, we will not be able to generate the revenue or make the models at this kind of scale.")
Satya Nadella, Microsoft's CEO, added his own defense, "as both a partner and an investor. There has not been a single business plan that I've seen from OpenAI that they have put in and not beaten it. So in some sense, this is the one place where in terms of their growth — and just even the business — it's been unbelievable execution, quite frankly..."
Read more of this story at Slashdot.