If things go up and up until they don't, OpenAI is toast
7 September 2025 (Marcus on AI). Gary Marcus, writing on his Substack in September 2025, questions whether OpenAI's revenue projections are sustainable, citing its projected $200 billion in 2030 and new Census Bureau data showing a decline among big companies.
More from Gary Marcus · AI and money · AI and hype · 2025
Who else?
What it refers to: OpenAI's projection of $200 billion in revenue in 2030, which depends on revenue from paying big business customers continuing to rise.
Other voices
- “The entire chain is dependent upon two companies that lose a ton of money” Steve Eisman, Investor,
- “Easy to make $50 billion a year if you start with a trillion” Cory Doctorow, Writer,
- “Betting the entire bank on superintelligence” Roon, Researcher,
- “What kind of world economy would have to emerge for today's market valuations to make sense” Ricardo Hausmann and Andrés Velasco,
- “Vendor financing dressed up as venture capital” George Noble,
- “Double the world's GDP” Sam Altman, Builder,










