OpenAI Revenue Tops $40 Billion Annualized Run Rate
Posts cite Bloomberg reports of $40B run rate and investor meeting leaks.
Social media posts from AI commentators reference Bloomberg reporting that OpenAI's annualized revenue run rate reached $40 billion after roughly doubling in recent months. Multiple accounts note 20 percent month-over-month growth in July, driven partly by enterprise customers. Leaks from an investor meeting shared on X indicate enterprise revenue has overtaken consumer revenue, reversing a 60/40 split earlier in the year. Posts also mention price cuts alongside the growth and one reference to Anthropic revenue figures.
OpenAI is holding a meeting with investors today to discuss recent events. New information or internal numbers from these meetings usually reach the media very shortly afterward, so expect some headlines later today.
Reactions
8 postsCH 
Chubby♨️@kimmonismusOpenAI is on track to clear $40 billion in annualized revenue, roughly double its run rate at the end of 2025, Bloomberg reports, citing people familiar with the figures. However, Claude Code, with annualized revenue run rates scaling aggressively toward a projected $100…
- likes: 478
- replies: 35
- bookmarks: 42
- reposts: 25
RS Ravid Shwartz Ziv@ziv_ravidWe are always one model away from the future🤔
- likes: 18
- replies: 2
- bookmarks: 3
- reposts: 0
BT AC Andrew Curran@AndrewCurran_As promised leaks from the meeting: OpenAI Enterprise now accounts for more revenue than consumer business, after starting the year 60/40 with consumer in the lead. OpenAI's annualized revenue run rate has hit $40 billion. OpenAI's run rate increased 20% month over month in July.
- likes: 390
- replies: 22
- bookmarks: 54
- reposts: 26
RP Rohan Paul@rohanpaul_aiBloomberg reports OpenAI's annualized revenue has topped $40B, roughly doubling its prior run rate. the pace rose more than 20% month over month in July, with coding software, subscriptions and ads helping drive growth. And then Anthropic says its own run-rate revenue crossed…
- likes: 54
- replies: 15
- bookmarks: 7
- reposts: 7
RP Rohan Paul@rohanpaul_aiOpenAI is cutting prices while revenue is accelerating. i.e. it is prioritizing workload capture over extracting maximum price today for that second-order advantage: once developers or companies embed Codex/agents into recurring workflows, there will be switching costs.…
- likes: 4
- replies: 1
- bookmarks: 0
- reposts: 0
