OpenAI’s CFO, Sarah Friar, recently spoke at Goldman Sachs’ Tech Conference in San Francisco, highlighting the company’s remarkable growth. OpenAI is valued at $500 billion and has raised billions in investment. The company’s business is approximately 70% consumer and 30% enterprise, with ChatGPT boasting around 700 million users and 4 million developers on its platform.
The company generated about $13 billion in revenue, largely from recurring sources. Friar noted that OpenAI’s new model technology, GPT-5, has increased efficiency in inference workloads, allowing greater user participation. The cost per token has significantly decreased from GPT-4 to GPT-5, enhancing its appeal. OpenAI’s search market share has risen to 12%, indicating robust performance and future potential. Friar emphasized the continuing growth in users and revenue, reinforcing OpenAI’s strong market position.
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