Author of The Information's reporting on OpenAI's internal projections for 220 million paid ChatGPT users by 2030 and the company's go-to-market strategy.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
OpenAI projects 2.66B weekly active users (one-third of world population) with 8.5% conversion to paid tiers, using consumer adoption to drive enterprise sales similar to Zoom and Slack's bottom-up motion.