OpenAI Projects ChatGPT Plus subscriptions to drop by 80% from 44 Million in 2025 to 9 Million In 2026, Made Up Using Cheaper Subscriptions (Somehow)
We recorded 2 claims from this post. 2 can’t be checked. 1 more is held. Read the post at its source.
Claims from this post (2)
In the order they appear in the post. Each quotation is the speaker’s words in this post. A label such as “Supported” or “Can’t be checked” is the claim’s current assessment; its page has the evidence and the reasons.
Assessment: Can’t be checkedSaid
Recommendation or value judgment
“I imagine OpenAI's answer would be "we're going to be serving these customers ads" and "some of them will pay $8 a month," neither of which are substantive.”
Our reading: The answers he imagines OpenAI giving, that it will serve ChatGPT Go customers ads and that some of them will pay $8 a month, are not substantive responses to the revenue shortfall.
No horizon
Qualifier: I imagine OpenAI's answer would be
Assessment: Can’t be checkedSaid
Conditional forecast
“I should also add that adding 109 million new subscribers at any price point will likely massively increase OpenAI's burn-rate.”
Our reading: If OpenAI adds 109 million new subscribers at any price, its burn rate will likely rise massively.
No horizon
Only if: if OpenAI adds 109 million new subscribers
Held from this post (1)
These records did not pass every check, so nothing about them is published. Held is not a finding.