OpenAI's internal projections, reported by The Information, show an expected 80% drop in ChatGPT Plus subscribers from 44 million in 2025 to 9 million in 2026. The company plans to offset this by growing its cheaper, ad-supported ChatGPT Go tier from 3 million to 112 million subscribers — a 3600% increase. The author argues the math doesn't add up: even at full projected growth, OpenAI would still fall $155 million short in revenue, while also massively increasing its burn rate. The timing of the leak is noted as suspicious given a WSJ report that OpenAI had already missed revenue and user targets.

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