The first thing he says is that we will we? Meaning OpenAI will end the year on a $20 billion forward run rate, which means December revenue will be 1.666 billion at least.View on YouTube
As of November 30, 2025, December 2025 has not yet occurred, so OpenAI’s actual December revenue figures are not available. OpenAI is a private company and does not publish real-time monthly revenue data; no credible filings or reports provide actual December 2025 revenue yet.
Public reporting only gives projections that OpenAI’s annualized revenue could reach around $20 billion by the end of 2025, not confirmation that it has already achieved a December 2025 revenue of $1.666 billion or more. For example, Reuters reports that OpenAI anticipates its annualized revenue could reach $20 billion by the end of 2025, and similar expectations are referenced in other financial coverage, but these are forecasts, not realized results. (reuters.com)
The Shortform summary of the specific All-In episode confirms that Chamath indeed claimed OpenAI would end 2025 with a $20 billion forward run rate, matching the normalized prediction you provided. (shortform.com) However, without actual December 2025 revenue data, it is too early to say whether this prediction is right or wrong.