Episode Details

more 'annualised' numbers

https://pivot-to-ai.com/2026/05/22/openai-user-numbers-go-flat-just-in-time-for-the-ipo/ - blog post 

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Sources:

• OpenAI Is Preparing to File for an IPO Very Soon https://www.wsj.com/tech/ai/openai-ipo-filing-date-0ec95af5
• Form S-1 https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/0001628280-26-036936-index.htm
• OpenAI Generated Nearly $6 Billion in Revenue in First Quarter, Boosted by Codex https://www.theinformation.com/articles/openai-held-1-billion-revenue-lead-anthropic-first-quarter

Previously on Pivot to AI:

• OpenAI may not be able to IPO in 2026 https://pivot-to-ai.com/2026/05/08/openai-may-not-be-able-to-ipo-in-2026/
• video: https://www.youtube.com/watch?v=ZAZRZcVM14E&list=UU9rJrMVgcXTfa8xuMnbhAEA

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