tae kim(@firstadopter):Re: FT OpenAI headline chaos. CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT). "The way that they [OpenAI] have been reporting revenue has included some of these partnership deals" The $50 billion ARR figure strips out those partnership deals.

tae kim

@firstadopter

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가입 October 2008

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tae kim@firstadopter

2026.10.08 17:47

Re: FT OpenAI headline chaos. CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT). "The way that they [OpenAI] have been reporting revenue has included some of these partnership deals" The $50 billion ARR figure strips out those partnership deals.

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