Setting aside general arguments about companiesā conflicts of interest regarding AI projections, I want to note that the revenue projections of these companies do not assume straight lines over trends.
Different sources suggest OpenAI does not expect to be profitable until 2029, and its revenue projection for 2029 is around $100-120 billion. Similarly, Anthropic expects $34.5 billion revenue in 2027. These are very significant numbers, but for comparison Microsoft has an annual revenue of $250 billion. When I see the headlines āAGI by 2027ā, I expect something far scarier than $34.5 billion annual revenue. Of course one can argue that business deployment of AI takes time, companies canāt capture all the value they produce and so on. Nonetheless, I think these numbers are helpful to keep things in perspective.
Thank you for your research!