Summary Missed Targets: Failed to hit an internal goal of 1 billion weekly active users (WAU) for ChatGPT by the end of 2025. It came close but hasn't publicly announced the milestone, which has worried some investors. Missed its full-year 2025 revenue target for ChatGPT, partly because Google's Gemini gained significant market share late in the year. Missed multiple monthly revenue targets in early 2026, especially after losing ground to Anthropic in coding tools and enterprise deals. Subscriber churn/defection rates have also been an issue Forget Revenue ---- who cares ---- but Growth at OpenAI/ChatGPT has stalled. Thats more than slightly interesting: a healthy correction in the AI race, not a collapse. It’s bullish for Google and traditional search in the near term, mildly relieving for SEOs, and a PR/execution hit for Altman/OpenAI. Indictment on Sam Altman The case against: Massive $600B+ future compute bets locked in while revenue/user goals slip. Internal pus...
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