Sam Altman Gets the $1.4 Trillion Question: $13B Revenue vs $1.4T in Commitments

AlexTensor · x · 2026-10-12

Recounting Brad Gerstner's BG2 podcast exchange with Sam Altman over OpenAI's reported $13B annual revenue against $1.4T in spending commitments: Altman said revenue is "well more" than that, offered to find buyers for critics' shares, and dared skeptics to short the stock. FT now pegs run rate near $50B, below investors' $70B assumption.

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