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Openai expects 3x income in 2025 but the AI ​​companies that are Chinese warming up


Openai expects more than triple this year to $ 12.7 billion, despite the rapid increase in competition from China’s Deepseek’s desire and other competitors who have grown rapidly.

Chatgpt creators also look forward to reported On March 26th, citing someone familiar with this matter.

The estimate of 2025 was a bit higher than the $ 11.6 billion target earnings that Openai was reported looking at 2025, The New York Times reported in September.

Bloomberg noted that most chatgpt revenue came from paid paid subscription offering AI software for consumers and businesses.

Openai has been reported Press 1 million paid users For Corporate Corporate versions in September, while the company added a $ 200 monthly option at ChatGPT Pro.

Sam Altman makes led by firm not expect to have a cash-flow positive Up to 2029, when it expects its income to raise $ 125 billion, the man told Bloomberg.

Openai ay Reported Near the end of a $ 40 billion funding of the Softbank Group led by an appreciation of up to $ 300 billion, Bloomberg reported on March 26th. The firm was also looking for I -Convert the nonprofit business model to a for-profit adventure.

Competition eats between US and Chinese AI players

While the discharge of the ChatGPT-competitor of the Deepseek “R-1” The model sent shockwaves Through the AI ​​industry in late January, it sparked a wave of many other quality, Low-expensive AI solutions From other Chinese tech companies, Bloomberg reported On March 26th.

Launched by Baidu Inc. The “Ernie X1” model to compete with the R-1 R-1 of Deptseek in China, while Alibaba Group The new open-source AI model was launched for agents with AI costs on March 26th.

Source: David Sacks

The Tencent Holdings also opened an AI chatbot of its own under the subsidiary firm Ant Group Co, while DeepSeek released its latest model-DeepSeek-V3-0324-on March 24.

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While it remains to see how Chinese models truly piled up against Openai products, the newer and often cheaper options put more pressure on the business models of leading US companies, Balaji Srinivasan, a tech investor and former general partner in the Tech-Focus Venture Capital Firm Andreessen “A16z” Horowitz Says In a post of March 22 x.

“China is trying to do with AI what they always do: studying, copying, optimizing, and then being bruised at a low price and a huge size.”

Lee Kai-Fu, CEO of Chinese Startup 01.AI said Reuters on March 25th whose Deepseek’s efforts were positioned by Chinese AI companies that were just three months behind their US counterparts after previously around six to nine months.

Source: The short bear

Meanwhile, Openai CEO Sam Altman Says On February 12 his firm was looking to send GPT-4.5 and GPT-5 in the coming weeks or months.

Supporters of Plus and Pro can run GPT-5 with a “higher level of intelligence” that includes voice, canvas, search, deep research features and more, he said in updating the technical roadmap of Openai.

Openai competitors in the US market are the Anthopic, Deepmind, Xai and Gemini of Google.

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