Leaked presentation: OpenAI expects negative free cash flow of 278B from 2026 to 2030 and projects its revenue will grow from 36B this year to $350B in 2030 (Financial Times)

Financial Times: Leaked presentation: OpenAI expects negative free cash flow of 278B from 2026 to 2030 and projects its revenue will grow from 36B this year to $350B in 2030 — AI start-up has projected deeply negative cash flows as it invests in infrastructure and faces price pressures

Docs: OpenAI projected at the start of this year that 8/month ChatGPT Go subs will grow ~36x to 112M in 2026, while 20/month Plus subs will fall 80% to ~9M (Sri Muppidi/The Information)
OpenAI plans to overhaul ChatGPT in the coming weeks, turning it into a superapp with coding tools and AI agents to serve as a gateway to higher-margin products (Cristina Criddle/Financial Times)
Sources detail how OpenAI fell behind Anthropic in revenue growth and valuation after prioritizing consumer chatbots and flashy side projects over coding tools (Berber Jin/Wall Street Journal)
Source: new revenue sharing terms cap OpenAI's payments to Microsoft at 38B; they previously could have totaled 135B through 2030 if long-term goals were met (The Information)

Source: Techmeme | 2026-09-18

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