Recently, a report released by Goldman Sachs analyst Peter Oppenheimer has sparked significant market reactions. The report mentioned a substantial decline in traffic for OpenAI's ChatGPT. The Financial Times also covered this, causing many investors to worry about the prospects of artificial intelligence-related stocks.
However, this was actually due to a basic error in data analysis by Goldman Sachs. They used data from Similarweb but overlooked the fact that OpenAI recently changed its domain from chat.openai.com to chatgpt.com. Due to this domain change, the original traffic naturally decreased.
In fact, the latest data from Similarweb shows that the usage of ChatGPT is completely opposite to Goldman Sachs' report. The data indicates that ChatGPT's user base has grown by 66.2% over the past year and remains the most popular generative AI application. Although competitors like Anthropic's Claude and Perplexity are catching up, they have not yet surpassed ChatGPT.
More excitingly, OpenAI recently announced that its weekly active users have reached 200 million, doubling the data from November 2022. The company's enterprise business is also growing steadily, with increasing demand for using OpenAI models through APIs. Additionally, many Microsoft applications are using OpenAI's technology, such as GitHub Copilot, which has also performed well recently.
Of course, OpenAI has faced some challenges in its development, such as communication issues and dissatisfaction among security researchers, as well as high operating costs. However, at present, lack of demand is not a challenge faced by OpenAI.
An analysis shows that OpenAI's revenue this year is expected to be between $3.5 and $4.5 billion, which is quite impressive for a company that only started serious commercial operations at the end of 2022. However, the costs behind this could be as high as $8.5 billion.
Key Points:
🌟 Goldman Sachs' report incorrectly showed a decline in ChatGPT traffic due to not considering the domain name change, causing market panic.
📈 Similarweb data shows that ChatGPT users have increased by 66.2% year-over-year, still the most popular AI application.
💼 OpenAI announced weekly active users of 200 million, with expected revenue of $3.5 to $4.5 billion this year, and its enterprise business continues to grow.