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OpenAI's Annual Recurring Revenue (ARR) has hit $10 billion, calculated by multiplying its current monthly revenue by 12, according to a company spokesperson. The total comes from ChatGPT subscriptions and API sales, but does not include Microsoft licensing or custom contracts. Internal forecasts seen by The Information suggest OpenAI could earn $13 billion a year by 2025. The company is aiming for $174 billion by 2030. Under its deal with Microsoft, OpenAI gives up 20% of its revenue. In 2024, annual recurring revenue was $5.5 billion.

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In a romanticized essay on the supposedly imminent singularity, OpenAI CEO Sam Altman mentions an interesting fact about ChatGPT's energy consumption: a single ChatGPT request consumes an average of 0.34 watt-hours of power and 0.000085 gallons of water. That energy usage is roughly on par with what a Google search consumed back in 2009, but Altman excludes the fact that ChatGPT is likely handling far more requests per person. And with new AI models like multimodal systems, agents, and advanced reasoning engines demanding even more compute, the rapid expansion of data centers suggests the overall energy appetite of these systems is only increasing.

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Disney and Universal have filed a joint lawsuit against AI image generator Midjourney for allegedly creating unauthorized images of characters like Darth Vader and the Minions. The complaint, filed in the U.S. District Court in California, accuses Midjourney of repeatedly copying copyrighted material despite previous requests from the studios to stop. Both companies are seeking damages, a jury trial, and an order to prevent future use of protected characters. Reported cases of such copyright issues date back to 2023. Midjourney has not responded publicly.

"Midjourney is the quintessential copyright free-rider and a bottomless pit of plagiarism."

From the complaint

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