四年十倍！传OpenAI预计到2029年营收将激增近1000%

Core Insights - OpenAI is projected to experience a nearly 1000% revenue growth by 2029, driven by AI agents and new products [1] - Annual revenue is expected to rise from $13 billion in 2025 to $125 billion in 2029, with gross margins reaching around 70% by the end of the century [1] Revenue Drivers - Subscription revenue from ChatGPT is anticipated to grow from $8 billion in 2025 to $50 billion in 2029 [1] - API access revenue is expected to increase from $2 billion this year to $22 billion by 2029 [1] - Revenue from AI agents is projected to reach $29 billion by 2029 [1] Additional Revenue Channels - Potential revenue streams include advertising and shopping related to ChatGPT [2] - As of March, ChatGPT surpassed 20 million subscribers, generating at least $415 million monthly [2] - The active user base for ChatGPT reached 600 million [2] Funding and Valuation - OpenAI's recent funding round valued the company at $300 billion [2] - The introduction of new features and models has significantly boosted user acquisition, with a recent image generator feature adding 1 million users in one hour [2]