75% of OpenAI's revenue is coming from their consumer business - the better question is the long term viability of their public API.
But if they believe they're going to reach AGI, it makes no sense to pigeonhole themselves to the interface of ChatGPT. Seems like a pretty sensible decision to maintain both.
75%? Thats astonishing to me. Where are you able to see those details?
It wouldn't surprise me if not a lot of enterprises are going through OpenAI's enterprise agreements - most already have a relationship with Microsoft in one capacity or another so going through Azure just seems like the lowest friction way to get access. If how many millions we spend on tokens through Azure to OpenAI is any indication of what other orgs are doing, I would expect consumer's $20/month to be a drop in the bucket.
This very good analysis estimates 73%, which includes team and enterprise. Given that enterprise access is limited and expensive, it seems Plus and Teams are mostly carrying this.
The whole financial breakdown is fascinating and I’m surprised to not see it circulating more.
Your source is a blog post by a polemic author whose own source is second-hand by NYT, an organization that is in lawsuit with OpenAI. I would have rather have heard it from the horse's mouth. What financial information about OpenAI does NYT have that I don't? Do they have privileged access to private org financials?
In my estimation, you're not qualified for this conversation.
It may be pretty minimal but i can personally vouch for 20ish techies in my own social orbit who's businesses wont authorise or wont pay for OpenAI yet and are doing so out of their own pockets; i share an office with four of them.
Maybe the consumer side will slide as businesses pick up the tab?
But if they believe they're going to reach AGI, it makes no sense to pigeonhole themselves to the interface of ChatGPT. Seems like a pretty sensible decision to maintain both.