The Highly Uncertain Future of OpenAI’s Dominance

from The Data Exchange with Ben Lorica · host Ben Lorica

Dan Schwarz (CEO & Co-Founder, Futuresearch) explains why his firm finds OpenAI’s $125 billion revenue projection highly implausible, citing fierce competition, pressure on ChatGPT/API revenue, and fleeting technical advantages.Subscribe to the Gradient Flow Newsletter 📩 https://gradientflow.substack.com/Subscribe: Apple · Spotify · Overcast · Pocket Casts · AntennaPod · Podcast Addict · Amazon · RSS.Detailed show notes - with links to many references - can be found on The Data Exchange web site.

What this episode covers

Dan Schwarz (CEO & Co-Founder, Futuresearch) explains why his firm finds OpenAI’s $125 billion revenue projection highly implausible, citing fierce competition, pressure on ChatGPT/API revenue, and fleeting technical advantages. Subscribe to the Gradient Flow Newsletter 📩 https://gradientflow.substack.com/ Subscribe: Apple · Spotify · Overcast · Pocket Casts · AntennaPod · Podcast Addict · Amazon · RSS. Detailed show notes - with links to many references - can be found on The...

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The Highly Uncertain Future of OpenAI’s Dominance

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This episode is 54 minutes long.

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This episode was published on May 29, 2025.

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