I think the best source for revenue growth is this post from epoch. I think we only have the last 2 years really, (so “last few years” is maybe overstating it), but we do have revenue projections and we have more than 1 data point per year.
Also see FutureSearch’s report on a plausible breakdown for how OpenBrain hits $100B ARR by mid-2027.
I think if you condition on the capability progression in the scenario and look at existing subscription services generating in the $100B range, it feels very plausible intuitively, independently from the ‘tripling’ extrapolation.
I think the best source for revenue growth is this post from epoch. I think we only have the last 2 years really, (so “last few years” is maybe overstating it), but we do have revenue projections and we have more than 1 data point per year.
Also see FutureSearch’s report on a plausible breakdown for how OpenBrain hits $100B ARR by mid-2027.
I think if you condition on the capability progression in the scenario and look at existing subscription services generating in the $100B range, it feels very plausible intuitively, independently from the ‘tripling’ extrapolation.