OpenAI reported $50B vs $68B predicted — underperforming even the flattered annualized metric
michalmalewicz · x · 2026-10-11
The author explains how easily "annualized revenue" can be inflated: take any day, week, or quarter of income and multiply it out. Extreme example: a single $10K client payment on Wednesday with no other clients equals $3.65M in annualized revenue.
Key facts: AI labs almost exclusively report annualized figures, and OpenAI was predicted to hit $68B but reported only $50B. The author argues this means OpenAI underperformed on the "most dishonest possible metric" with no room to bend the numbers, mocking those still insisting there's no AI bubble.
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