Sep ’24: 200M[3] of which 11.5M paid, Enterprise: 1M[4]
Feb ’25: 400M[5] of which 15M paid, 15.5M[6] / Enterprise: 2M
One can see:
Surprisingly, increasingly faster user growth
While OpenAI converted 11.5M out of the first 200M users, they only got 3.5M users out of the most recent 200M to pay for ChatGPT
This user growth seems neither surprising nor ‘increasingly faster’ to me. Isn’t it just doubling every year?
That said, I agree based on your second bullet point that probably they’ve got some headwinds incoming and will by default have slower growth in the future. I imagine competition is also part of the story here.
taking the dates literally, the first doubling took 19 months and the second doubling took 5 months, which does seem both surprising and increasingly fast.
This user growth seems neither surprising nor ‘increasingly faster’ to me. Isn’t it just doubling every year?
That said, I agree based on your second bullet point that probably they’ve got some headwinds incoming and will by default have slower growth in the future. I imagine competition is also part of the story here.
taking the dates literally, the first doubling took 19 months and the second doubling took 5 months, which does seem both surprising and increasingly fast.
Oh yeah my bad, I didn’t notice that the second date was Sep instead of Feb