tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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加入 October 2008
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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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