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OK well Zitron is citing The Information which is generally solid, but you're kinda burying the lede. According to this, it's 9 million subscribers because...

"OpenAI projects an 80% decline... from 44 million in 2025 to 9 million in 2026" [!!!]

Surely there's reason to be skeptical when OpenAI's own internal projection indicates a massive, massive loss in subscribers?

I'm still inclined to believe OpenAI's projection was too optimistic. The bank report says that average subscriptions only last 7 months, so that would also help explain the rapid churn.

BTW, the number of global WoW subscribers is currently about... 9 million.



> OpenAI projects an 80% decline... from 44 million in 2025 to 9 million in 2026

I'm curious to know why you think OpenAI is predicting that their subscribers would decline. Why would the company be so bearish about their own financials?


This is an internal leak The Information reported, as I understand it.

Compare and contrast Sam Altman externally saying the most ridiculous bullshit.


Sure but why would you miss this part from the same leak?

> OpenAI at the start of this year forecast that consumer subscribers to ChatGPT Go … would surge about 36 times to 112 million this year




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