The October report that OpenAI's annualized revenue run rate was approaching $50 billion, roughly $20 billion below earlier reports, highlights a persistent disconnect between investor perceptions and the reality of AI growth—and a potential opportunity for investors.
The broad market, a mob driven by headlines and hearsay, still doesn’t comprehend the scope, scale, and reality of AI. It reflects a deep, penetrating anxiety that AI isn’t happening, even though all the data suggests otherwise—even OpenAI’s supposedly “weak” revenue run rate.
