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👀 Did OpenAI’s $100 billion path just get narrower?

Sam Altman’s internal pivot tells us something important about the AI market right now

Azeem Azhar and Nathan Warren
Dec 05, 2025
∙ Paid
This post originally appeared in Exponential View.

“Remove or halve the ad and agent revenue, and the math shifts: that $100 billion ceiling may fall to just $55–60 billion.”

In February 2023, when Cha…

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Azeem Azhar's avatar
A guest post by
Azeem Azhar
AI and exponential technologies.
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Nathan Warren's avatar
A guest post by
Nathan Warren
Senior Researcher @ Exponential View Exploring emerging technologies and their impact on society.
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