I wonder if this 2B paid users expectation is why OpenAI was so desperately trying to hide MAUs. If your userbase is already north of a billion but paid makes up like .8% of that and the ratio isn’t changing, the honeymoon is o v e r
Replies
In a saner context I would be sure that investors at least see MAU or something similar, but I can't imagine that's the case here. OpenAI's revenue doesn't make sense for any decent conversion rate, so either they aren't disclosing it or the investors are batshit (to an extreme extent for VC).
aug 20, 2025, 3:56 pm • 1 0 • view
Yep, I’ve gone down this rabbit hole. Their conversion rate is terrible and it’s possible their monthly users number isn’t much higher than the weekly number they give.
aug 20, 2025, 4:04 pm • 0 0 • view