Ben Pouladian(@benitoz):FT’s ~$50B OpenAI run rate is a September snapshot. @FundaAI has it at $48.8B, close to that headline. Dots launched Sept 29. @thsottiaux now reports 40M active users across Codex + Work. BEP’s hypothesis: dots, new models and tiers, plus coding and enterprise adoption, could drive $100B by year-end. That requires ~26% monthly growth on the same revenue basis. Ambitious, not confirmed. As @altcap argued at All-In, downstream revenue must justify upstream capex.

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

Joined April 2009

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Ben Pouladian@benitoz

2026.10.08 17:42

FT’s ~$50B OpenAI run rate is a September snapshot. @FundaAI has it at $48.8B, close to that headline. Dots launched Sept 29. @thsottiaux now reports 40M active users across Codex + Work. BEP’s hypothesis: dots, new models and tiers, plus coding and enterprise adoption, could drive $100B by year-end. That requires ~26% monthly growth on the same revenue basis. Ambitious, not confirmed. As @altcap argued at All-In, downstream revenue must justify upstream capex.