AI Disruption

AI Disruption

OpenAI: We May Take a Cut of Future AI-Driven Profits

OpenAPI considers taking a cut of customer profits, shifting from SaaS fees to IP revenue share

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Meng Li
Jan 23, 2026
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Early this morning, OpenAI CEO Sam Altman posted on X to showcase revenue figures, stating, “For our API business alone, we added over $1 billion in ARR (Annual Recurring Revenue) last month.”

He continued, saying that most people only see ChatGPT’s achievements, but the API team’s performance has been equally impressive.

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Altman’s move may be aimed at boosting investor confidence. In recent days, OpenAI has reportedly been planning to seek $50 billion in financing, with a new valuation estimated between $750 billion and $830 billion.

Meanwhile, at a Davos forum hosted by The Information CEO Jessica Lessin, OpenAI CFO Sarah Friar discussed another business opportunity—” value sharing.”

She proposed that in the pharmaceutical R&D sector, other companies could use OpenAI’s technology to discover drugs. But once a new drug is successfully developed, OpenAI would take a portion of the profits from the revenue its AI technology creates for clients.

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