OpenAI forecasts 122 million ChatGPT Go subscribers as users shift to $8 plan

13 articles · Updated · The Information · Apr 28

OpenAI expects ChatGPT Go, launched globally in January, to account for 92% of paying subscribers by year-end, with total consumer subscribers more than doubling to 122 million in 2024.
The company projects total revenue to more than double to $30 billion this year, driven by ad-supported subscriptions, despite an 80% drop in ChatGPT Plus subscribers and increased competition from Google's free Gemini chatbot.
OpenAI anticipates advertising will become its largest revenue source by 2030, with most growth coming from international markets such as India, Brazil, and Germany, and plans aggressive marketing to attract more users and advertisers.

Will ChatGPT's 'superapp' vision be enough to fend off Google's integrated Gemini ecosystem?

Can ChatGPT's new ad platform challenge Google's dominance without using personal data tracking?

With Plus subscribers projected to fall 80%, is OpenAI sacrificing its premium user base?

Facing a $14 billion loss, can OpenAI's ad model outpace its massive compute spending?

With rival Anthropic soaring, is OpenAI's consumer ad pivot a risky distraction from enterprise?

As OpenAI monetizes conversations, how can users trust its AI responses will remain unbiased?