Friedberg @ 01:11:50Inconclusive
aimarkets
OpenAI will generate approximately $13 billion in revenue in calendar year 2025 and approximately $125 billion in revenue in calendar year 2029, and Anthropic will generate approximately $35 billion in revenue in calendar year 2027.
OpenAI. Their revenue numbers just leaked. They're forecasting 13,000,000,000 in 25 2025, spiking to 125,000,000,000 in 2029. You have anthropic. Their revenue by 2027 is forecasted to be about 35 billion. So what does all of this tell you? To be honest, it's telling me that the state of software is a little unclear. Meaning I actually believe the OpenAI and anthropic numbers.View on YouTube
Explanation
As of November 30, 2025, none of the revenue years in the prediction have fully occurred:
- OpenAI 2025 revenue (~$13B): Calendar year 2025 has not ended, and OpenAI is a private company. Only leaked or projected run-rates for 2025 exist so far (e.g., various reports of multi‑billion 2024–2025 run‑rate), but no final, audited 2025 revenue is available yet, so we cannot say whether “approximately $13B” is right or wrong.
- OpenAI 2029 revenue (~$125B): Calendar year 2029 is entirely in the future.
- Anthropic 2027 revenue (~$35B): Calendar year 2027 is also in the future.
Because the relevant years (2025, 2027, 2029) are not yet completed (and in two cases haven’t even started), the prediction cannot currently be evaluated. Therefore the correct classification is "inconclusive (too early)".