Revenue scale
Reported revenue scale relative to this tool's $20B reference ceiling.
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AI economics scorecard: revenue quality, cost pressure and compute exposure
Turn a frontier-AI revenue headline into a structured diligence conversation. Adjust the inputs, see the transparent score drivers and email yourself a personalised two-page scorecard.
Transparent 100-point modelCompute sensitivityNo valuation claims
Educational planning tool only — not investment, credit or valuation advice.
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OpenAI economics scenario
Choose a source-qualified preset or start a blank comparator. Every number remains editable; a zero in a preset indicates an undisclosed or deliberately un-inferred value, not a real zero.
Preset disclosure note
Reported inputs only: annualised recurring revenue and planned compute spend are reported; current gross margin, operating expenses, cash and enterprise mix are not treated as disclosed here and remain at zero until you replace them.
Visual breakdown
Score drivers
The bars below make each score component visible. Thresholds are explained in the downloadable scorecard and should be challenged against primary-source evidence.
| Driver | Maximum already on the page | What the default view says |
|---|---|---|
| Revenue scale | 17 | Scored against this tool's $20B reference ceiling. The default view shows 17/17. |
| Gross margin | 15 | Not scored until a comparable gross-margin input is supplied. |
| Operating discipline | 17 | Not scored until comparable revenue and operating-expense inputs are supplied. |
| Liquidity buffer | 14 | Not scored until cash and a comparable cost or compute input are supplied. |
| Revenue growth | 12 | Not scored until a like-for-like growth input is supplied. |
| Enterprise mix | 15 | Not scored until an enterprise-mix input is supplied. |
| Capital visibility | 10 | A yes/no visibility input. Not an assessment of funding quality. The default view shows 10/10. |
token calculator — A model API rate is not this scorecard.
AI governance — Operating credibility is a governance question, not a score.
17/17
Gross margin
Not scored until a comparable gross-margin input is supplied.
Operating discipline
Not scored until comparable revenue and operating-expense inputs are supplied.
Liquidity buffer
Not scored until cash and a comparable cost or compute input are supplied.
Revenue growth
Not scored until a like-for-like growth input is supplied.
Enterprise mix
Not scored until an enterprise-mix input is supplied.
Capital visibility
A simple yes/no visibility input; it is not an assessment of funding quality.
Sensitivity
What changes the picture?
This simple stress check asks how the planning score changes when margins compress and operating costs rise, or when compute-spend needs exceed the original assumption.
Baseline inputs
Margin −10 pts + operating costs +20%
Compute spend +50%
Personalised resource
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Research context
OpenAI: source boundaries and comparison limits
Reported 2026 press coverage; ARR/run-rate is not recognised revenue and forecast spending is not audited actual spend.
Reuters: reported $70B annualised recurring revenue
Reuters reported that OpenAI's annualised recurring revenue was nearing $70B, citing Axios and a source familiar with the company financials. ARR is not the same as recognised revenue.
Read sourceReuters: projected compute and cash-flow pressure
Reuters reported an FT account of a presentation projecting $856B of compute and infrastructure spending by 2030 and negative free cash flow over 2026–2030. These are forecasts, not booked expenses.
Read sourceThe selector does not independently validate information or generate a company rating. It only populates linked, qualified planning inputs; all values should be checked and replaced for the purpose you are assessing.
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