Jonah Lupton(@JonahLupton):Lots of commentary the past hour on @OpenAI's current ARR... plenty of data sources like @tickerplus were still using the net numbers (not gross) so had @OpenAI at $50B (versus $70B for gross) which might be disappointing to some however this is still a beautiful looking chart in terms of growth trajectory. Definitely some major overreactions in the market today on this news which is only coming from one source ie Financial Times (they are wrong quite often).

Jonah Lupton

@JonahLupton

CEO/CIO at @FirstWaveFund, long-biased hedge fund, looking for undervalued growth stocks w/ under-appreciated catalysts, need to see ~3x upside within 3-5 years

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Jonah Lupton@JonahLupton

2026.10.08 17:52

Lots of commentary the past hour on @OpenAI's current ARR... plenty of data sources like @tickerplus were still using the net numbers (not gross) so had @OpenAI at $50B (versus $70B for gross) which might be disappointing to some however this is still a beautiful looking chart in terms of growth trajectory. Definitely some major overreactions in the market today on this news which is only coming from one source ie Financial Times (they are wrong quite often).

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