> Eg. At my company we have 100x more demand than we can get capacity for, and we’re barely getting started. We have a roadmap with 1000x+ the current demand and we’re a relatively small company.
OpenAI's revenue is $13bn with 70% of that coming from people just spending $20/mo to talk to ChatGPT. Anthropic is projecting $9bn in revenue in 2025. For nice cold splash of reality, fucking Arizona Iced Tea has $3bn in revenue (also that's actual revenue not ARR)
You might have 100x more demand than you can get capacity for, but if that 100x still puts you at a number that in absolute terms is small, it's not very impressive. Similarly if you're already not profitable and achieving 100x growth requires 1,000x in spend, that's also not a recipe for success. In fact it's a recipe for going bankrupt in a hurry.
OpenAI's revenue is $13bn with 70% of that coming from people just spending $20/mo to talk to ChatGPT. Anthropic is projecting $9bn in revenue in 2025. For nice cold splash of reality, fucking Arizona Iced Tea has $3bn in revenue (also that's actual revenue not ARR)
You might have 100x more demand than you can get capacity for, but if that 100x still puts you at a number that in absolute terms is small, it's not very impressive. Similarly if you're already not profitable and achieving 100x growth requires 1,000x in spend, that's also not a recipe for success. In fact it's a recipe for going bankrupt in a hurry.