Monologue: Annualized Revenues Are BS

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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