Thanks for the breakdown! I was surprised to see the percentage of revenue that came from individual ChatGPT Plus subscriptions was so high, but maybe I shouldn’t have been given how slow the enterprise sales process is.
I did some digging into the data sources and I’m normally pretty skeptical of the kinds of databrokers that you sourced the ChatGPT Plus subscriber data from, but the enterprise data coming from OpenAI’s COO directly does suggest that the rest of the revenue needs to either come from Plus or the API. (I’m not sure about the Enterprise vs. Team ratio methodology, but I’d be surprised if it was off by a large integer multiple.) That does leave less wiggle room, though it’d be good to get some kind of independent confirmation on either side (Plus or API usage/revenue).
Good point. For this public report, we manually checked all the data points that were included here. FutureSearch threw out many other unreliable data points it couldn’t corroborate, that’s a core part of what it does.
The sources linked here are low quality data brokers due to a bug—there is a higher quality data source corroborating it, but FutureSearch doesn’t cite the higher quality one.
We’re working on fixing this, and identifying all primary vs. secondary sources.
Thanks for the breakdown! I was surprised to see the percentage of revenue that came from individual ChatGPT Plus subscriptions was so high, but maybe I shouldn’t have been given how slow the enterprise sales process is.
I did some digging into the data sources and I’m normally pretty skeptical of the kinds of data brokers that you sourced the ChatGPT Plus subscriber data from, but the enterprise data coming from OpenAI’s COO directly does suggest that the rest of the revenue needs to either come from Plus or the API. (I’m not sure about the Enterprise vs. Team ratio methodology, but I’d be surprised if it was off by a large integer multiple.) That does leave less wiggle room, though it’d be good to get some kind of independent confirmation on either side (Plus or API usage/revenue).
Good point. For this public report, we manually checked all the data points that were included here. FutureSearch threw out many other unreliable data points it couldn’t corroborate, that’s a core part of what it does.
The sources linked here are low quality data brokers due to a bug—there is a higher quality data source corroborating it, but FutureSearch doesn’t cite the higher quality one.
We’re working on fixing this, and identifying all primary vs. secondary sources.
Cool, thanks!