● In a recent post, Olivia Moore explained why OpenAI's move to launch a dedicated browser makes perfect sense—it's all about doubling down on their consumer business. The Financial Times reports that OpenAI is generating roughly $13 billion a year, and about 70% of that comes from individuals paying $20 monthly for ChatGPT Plus.
● The consumer base is surprisingly small but incredibly valuable. Out of 800 million active ChatGPT users, only 5% are paying subscribers. Yet that 5% accounts for most of OpenAI's revenue. It shows how effectively the company has monetized personal AI access, transforming what started as a research project into one of the most profitable consumer tech platforms around.
● This explains OpenAI's recent feature expansions—adding browsing, file handling, and memory features that make ChatGPT more useful in daily life. Each upgrade gives free users more reasons to convert to paid plans.
● Of course, heavy reliance on subscriptions carries risk. Changes in user behavior, new competition, or regulatory shifts could impact long-term profitability. But so far, OpenAI's growth in the AI space remains unmatched.
Usman Salis
Usman Salis