AI Chat: ChatGPT, AI News, Artificial Intelligence, OpenAI, Machine Learning OpenAI Seeks $100B Raise as ChatGPT App Hits $3B
Dec 24, 2025
OpenAI is aiming for a staggering $100 billion raise at an $830 billion valuation, highlighting its ambitious position in the AI market. The ChatGPT mobile app has now surpassed $3 billion in consumer spending, reflecting the rapid growth of AI apps. Notably, the release of GPT-4.5 doubled monthly revenue, while competition from Google Gemini and Claude may be slowing down growth. The discussion also delves into OpenAI's massive capital needs and potential IPO plans to sustain its expansive initiatives.
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Mobile Revenue Spike Then Plateau
- ChatGPT's mobile app racked up $3 billion in total consumer spending since launch, driven largely by model and feature releases.
- Growth surged after GPT-4.5 and advanced voice mode but then plateaued around $250–300M monthly.
Judge Features By Post-Launch Traction
- Evaluate feature releases by their post-launch growth, not just launch buzz, to judge long-term impact.
- Focus on features that sustain word-of-mouth and usage over months rather than short-lived hype.
App Revenue Is Only Part Of The Picture
- App revenue is only one slice of OpenAI's income; enterprise API and partnerships likely contribute far more.
- Flat app growth may not reflect overall company cash flow from enterprise deals and APIs.