OpenAI's $50B ARR Implies 225%+ y/y Growth, In Line With Prior Months
BenBajarin · x · 2026-10-09
Analyst Ben Bajarin says this tracks with his firm's AI revenue tracker: while the $70B hockey-stick charts were fun to look at, $50B of OpenAI ARR implies a y/y growth rate similar to July and August (225%+), which makes more sense — suggesting growth hasn't suddenly accelerated.
Related event: OpenAI's annualized revenue nears $50B, far below the rumored $70B(17 posts)→
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