OpenAI's CFO laid out new revenue sources to fund all that compute
Briefly

OpenAI's CFO laid out new revenue sources to fund all that compute
"Speaking on a recent podcast, Friar floated the possibility of "licensing models" in which OpenAI would get paid when a customer's AI-enabled work produces measurable outcomes. In one example, she pointed to drug discovery: if a pharma partner used OpenAI technology to help develop a breakthrough medicine, the startup could take a licensed portion of the drug's sales. The pitch, she suggested, is alignment: OpenAI would make money when its customers do."
"OpenAI started out as a "single block" in a Rubik's Cube. It had one major cloud provider (Microsoft), one dominant chip partner (Nvidia), one flagship product (ChatGPT for consumers), and one basic subscription, she said. Now, OpenAI works with multiple cloud providers and has partnerships with several chip providers, while expanding its product lineup beyond the consumer ChatGPT service to include Sora, business products, specialized industry offerings, and research platforms."
OpenAI's business models are evolving beyond subscriptions to include royalty and licensing arrangements tied to measurable customer outcomes. A licensing approach would pay OpenAI when a customer's AI-enabled work delivers measurable results, creating revenue streams aligned with customer success. One example is drug discovery, where OpenAI could take a licensed portion of sales if its technology helps develop a breakthrough medicine. OpenAI has expanded from a single-cloud, single-chip, single-product model to multiple cloud and chip partnerships and a broader product lineup including Sora, business offerings, specialized industry solutions, and research platforms. The company requires diverse revenue streams and increased compute capacity to support the multi-layered strategy.
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