In this week’s monologue, Ed Zitron walks you through how and why OpenAI and Anthropic use “annualized revenues” to hide that they’re nowhere near their yearly revenue projections.

https://www.theinformation.com/articles/anthropic-revenue-hits-4-billion-annual-pace-competition-cursor-intensifies?rc=kz8jh3 
www.theinformation.com/articles/openai-hits-12-billion-annualized-revenue-breaks-700-million-chatgpt-weekly-active-users?rc=kz8jh3

Episode note: I say “$5.5 billion” for OpenAI’s potential revenue in 2025. Calculations I’ve run since suggest it could be lower - around $5.25 billion. Both of these numbers are reasonable.

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