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In Machines we Trust

$100B Funding Chase: ChatGPT App's $3B Triumph

In Machines we Trust

In Machines we Trust

Technology

4.36 Ratings

🗓️ 26 December 2025

⏱️ 11 minutes

🧾️ Download transcript

Summary

OpenAI hunts $100 billion funding as ChatGPT app revenue soars to $3 billion. App success stems from intuitive features and viral enterprise adoption. OpenAI's strategy blends proven revenue with visionary AI scaling.


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Transcript

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0:00.0

ChatGPT's mobile app has just hit a new record of $3 billion in consumer spending, and

0:07.4

alongside that OpenAI is reportedly trying to raise a $100 billion more at an $830 billion valuation.

0:15.4

So today on the podcast, we're going to be breaking down everything that Open AI is planning,

0:19.5

where we see this going in the future,

0:21.0

what this $100 billion is going to be used for, and where they're saying they're going to be

0:25.3

this time next year. We're going to get into a whole bunch of Open AI by the numbers,

0:30.3

kind of look at the history of where they've been and where they're going. Before we do that,

0:34.8

I wanted to say that this episode is sponsored by Delve. If your company

0:40.1

needs help with SOC2 HIPAA or GDPR, delve is an incredible solution. They use AI agents to

0:46.0

automate compliance end to end. They collect evidence. They fill out security questionnaires.

0:50.6

They customize controls to your actual business so you can get compliance in days, not months. And you also get one-on-one Slack support from real security experts

0:58.9

who respond fast. Over a thousand fast-growing companies trust Delve to close deals faster and

1:04.9

stay compliant as they scale. So if you're interested, you can book a demo at Delve.com. And I'll

1:10.1

also leave a link in the description to delve.

1:13.2

All right, let's talk first about ChatGPT's mobile app new record in how much

1:18.0

consumer spending is happening on the app, which is $3 billion.

1:22.7

According to an estimate from app intelligence provider app figures. This is the total spending on iOS

1:29.2

and Android devices since it launched back in 2023, right? So this isn't like annual or this isn't,

1:34.9

you know, there's no sort of like monthly recurring revenue tied to this. This is just total

1:38.6

spending, which could include a lot of people that might have paid and stopped paying,

1:42.0

switched to a free tier. And there are some interesting

1:44.8

things with these numbers and kind of the growth rate on the numbers. One of the biggest things I'm

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