Altman Faces the $1.4 Trillion Question

Brad Gerstner questioned how OpenAI's $13 billion revenue supports $1.4 trillion in spending commitments; Altman said revenue is higher and welcomed shorts, while a chart showed OpenAI and Anthropic commitments equal 43%-54% of the top cloud providers' revenue backlog.

2026-10-12 ~ 2026-10-14 · 3 related posts

• Sam Altman Gets the $1.4 Trillion Question: $13B Revenue vs $1.4T in Commitments — AlexTensor · 2026-10-12
• Sam Altman on OpenAI's $1.4T spending vs $13B revenue: 'short the stock' if we go public — GavinSBaker · 2026-10-14
• Chart: OpenAI and Anthropic commits make up 43-54% of Big Four cloud backlogs — edzitron · 2026-10-14