OpenAI Perpetual Futures Slide as FT Reports ARR $20B Below Expectations
menhguin · x · 2026-10-09
Per the Financial Times, OpenAI's annualized recurring revenue is reportedly $20 billion lower than expected, sending OpenAI perpetual futures on Liquid sliding. Traders have dubbed the move the "Tibo Reset," signaling a repricing of OpenAI's commercialization pace and valuation.
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