Here's some quick math, which I wish the article had made more prominent:<p>If there are 500 million active users and OpenAI is burning $40 billion per year, then at most, each user costs $80 per year or $6.67 per month. That's the upper limit because there are development costs, so the actual operating cost per user is probably half that (maybe $3 per month).<p>Thus even assuming they don't come up with new revenue models, the $20 per month Plus plan is profitable.<p>Moreover, since there are 20 million Plus subscribers, each subscriber is currently subsidizing 24 other users. If they can get the ratio down to 1:6 (each Plus subscriber subsidizing 6 free users), the math would work out and OpenAI would be profitable (at least operationally).<p>And that's assuming that they don't unlock the huge enterprise business models that, IMO, are going to be the real drivers of revenue.<p>The whole article is predicated on OpenAI being unable to find profit, but with the article's own number, it doesn't seem hard to convince investors that profit will be there.<p>[The usual caveats apply: I'm just a random idiot and not a financial analyst. Also, I'm bad at mathing, so please correct me if I'm wrong.]