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# OpenAI annualised revenues $20B less than previously signalled

252 points · 150 comments

[Full discussion](<https://news.ycombinator.com/item?id=50008187>)

[Read original](<https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html>)

Category: [Industry & Society](<https://hacksnap.live/?category=industry-society>)

## Skept-o-meter & Hotness

Skept\-o\-meter: High\. Estimated from 10 comments\.

18 comments for the summary\.

Peak rank: \#3

Time in Top 10: 22\.0 hours

Hacksnap ranks recent stories first, then orders each group by points\. Peak rank uses all retained observations\. Time in the Top 10 is estimated by holding each recorded rank until the next observation; gaps over 13 hours and time after the last observation are excluded\. Movement between observations is unknown\.

35 recorded rank observations from 2026\-10\-08T21:03:34\.000719\+00:00 to 2026\-10\-10T23:01:00\.95027\+00:00\.

Hotness — latest 35 recorded Hacksnap ranks:

2026\-10\-08T21:03:34\.000719\+00:00: rank \#6

2026\-10\-08T22:01:13\.459732\+00:00: rank \#5

2026\-10\-08T23:01:25\.318392\+00:00: rank \#5

2026\-10\-09T08:01:53\.314021\+00:00: rank \#6

2026\-10\-09T09:02:59\.93426\+00:00: rank \#5

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2026\-10\-09T11:02:04\.807282\+00:00: rank \#5

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2026\-10\-09T15:01:27\.564392\+00:00: rank \#3

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2026\-10\-09T17:03:06\.673648\+00:00: rank \#4

2026\-10\-09T18:01:02\.851052\+00:00: rank \#5

2026\-10\-09T19:01:11\.250291\+00:00: rank \#119

2026\-10\-09T20:01:32\.91907\+00:00: rank \#119

2026\-10\-09T21:02:08\.376144\+00:00: rank \#121

2026\-10\-09T22:01:19\.253075\+00:00: rank \#123

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2026\-10\-10T22:00:50\.433569\+00:00: rank \#121

2026\-10\-10T23:01:00\.95027\+00:00: rank \#122

Article unavailable; the discussion centers on OpenAI's opaque finances, with skeptics doubting its revenue and viability and others cautioning that IPO timing is not a simple health signal\.

## The brief

The original article couldn’t be retrieved. This brief covers the discussion only.

## Discussion themes

Analyzed: 2026\-10\-08T21:03:33\.47757\+00:00

Analysis sample: Based on 18 of 21 usable stored comments. Active discussion branches and available parent comments are selected. The analysis input was further shortened to fit its context limit.

This sample may omit parts of the full thread. Selected themes do not measure community opinion or how common a view is.

### Revenue comparison methods drive the discrepancy

The revision is attributed to efforts to gross up OpenAI's annualized revenue for comparison with Anthropic; Anthropic includes cloud\-partner sales, OpenAI does not\. Others say OpenAI supplied the inflated figure and both labs use adjusted ARR\.

Sources: [Comment 50008455](<https://news.ycombinator.com/item?id=50008455>) · [Comment 50009766](<https://news.ycombinator.com/item?id=50009766>) · [Comment 50009723](<https://news.ycombinator.com/item?id=50009723>)

### Spin and disinformation allegations

The anonymous\-source explanation is read as shifting blame to Anthropic and managing perception; one comment calls both companies' revenue claims unreliable\.

Sources: [Comment 50009406](<https://news.ycombinator.com/item?id=50009406>) · [Comment 50009444](<https://news.ycombinator.com/item?id=50009444>) · [Comment 50009766](<https://news.ycombinator.com/item?id=50009766>)

### Private\-company opacity and market exposure

A \~$1T private company with little disclosure leaves investors and the broader economy reliant on unverified signals; some see the lack of information as itself meaningful\.

Sources: [Comment 50009276](<https://news.ycombinator.com/item?id=50009276>) · [Comment 50009564](<https://news.ycombinator.com/item?id=50009564>) · [Comment 50009481](<https://news.ycombinator.com/item?id=50009481>)

### IPO timing is not a simple viability test

Counterarguments say regulation, private credit and founder/VC liquidity can keep companies private; IPO incentives may favor going public before hype fades, not only when finances are sound\.

Sources: [Comment 50009787](<https://news.ycombinator.com/item?id=50009787>) · [Comment 50009874](<https://news.ycombinator.com/item?id=50009874>) · [Comment 50010058](<https://news.ycombinator.com/item?id=50010058>) · [Comment 50010191](<https://news.ycombinator.com/item?id=50010191>)

### Anthropic comparison and different accounting

Anthropic is cited as a rival with a different revenue definition and a reported path to profitability; one comment says the same viability doubts apply to Anthropic\.

Sources: [Comment 50008455](<https://news.ycombinator.com/item?id=50008455>) · [Comment 50009693](<https://news.ycombinator.com/item?id=50009693>) · [Comment 50009885](<https://news.ycombinator.com/item?id=50009885>)

### Risk allocation in delayed IPOs

One view says delayed IPOs let private investors capture growth and dump risk on public markets; another notes VCs bear risk, as with WeWork\.

Sources: [Comment 50010753](<https://news.ycombinator.com/item?id=50010753>) · [Comment 50010912](<https://news.ycombinator.com/item?id=50010912>)

## Sources & coverage

AI-generated summary · 2026\-10\-08T21:03:33\.615693\+00:00

Based on 18 of 21 usable stored comments, selected by depth and branch activity. This is a sample of the discussion. The model input was further shortened to fit its context limit. Article text may also be shortened.

Generated using deepseek\-ai/DeepSeek\-V4\.1\-Flash. Check the linked sources for full context.
