Exponential View

Exponential View

đŸ”„ Can OpenAI reach $100 billion in revenue by 2027?

Sam Altman's claim sounds insane. But math says otherwise.

Azeem Azhar
and
Hannah Petrovic
Nov 06, 2025
∙ Paid

Sam Altman says OpenAI will do “well more than $13 billion” in sales this year1. Moreover, he suggested that the company might reach $100 billion in revenues by 2027. If one were to consult my thesaurus for a word to describe this latter claim, one might end up with one of these to describe it:

Outlandish, ludicrous, farcical, nonsensical, cockamamie, balderdash, harebrained, risible, inane, asinine, patent lunacy, utter madness, sheer insanity.

Sam and Satya were guests on the latest BG2 episode

But I don’t pretend to know it all, so let’s figure out whether that $100 billion claim is feasible. Today, for members of Exponential View, we work backwards to understand how realistic Sam’s expectations are AND where the money could come from.

Working backwards: The math of momentum

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 EPIIPLUS1 Ltd
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture