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- OpenAI passes $12B run rate
OpenAI passes $12B run rate
ChatGPT now has 700M weekly active users
👋 Good morning/evening (wherever you are). It’s Thursday.
OpenAI has doubled revenue in the first seven months of 2025, now generating $1 billion per month, according to The Information.
ChatGPT weekly active users have climbed to 700 million, up from 500 million in March.
The growth comes with heavy costs:
$8 billion projected cash burn for 2025
$14 billion in server rental spending this year
$40 billion funding round in progress, with $7.5 billion already committed
Meanwhile, rival Anthropic has hit a $4 billion run rate and is targeting a $170 billion valuation in its next raise.

OK let’s keep going ↓
🔥 Creative pulse
This is the most relaxing AI-generated video you’ll see this year.
(Not every vision of the future is dystopian)
It’s from Page Stephenson. I watched it many times in a row.
I love that he’s making the kind of work we didn’t know we were missing. No shock, no noise, just the world unfolding as it should.
Watch the video. Posted on LinkedIn.
PS: I’m launching an AI creative community by next Monday. Thanks for being patient. I’ll share the link here first. Keep an eye out.
💡 Here’s what you should know
OpenAI launches Stargate Norway
Its first European AI data center will host 100,000 NVIDIA GPUs by 2026 in partnership with Nscale and Aker.
Amazon plans AI-generated ads inside Alexa+ conversations
CEO Andy Jassy says Alexa+ could soon deliver context-aware ads during multi-turn conversations, a first for Amazon and a bold new frontier for AI advertising.
Reddit bets on AI to boost ads and expand globally
The platform is rolling out AI-powered marketing tools and machine translation in 23 languages, aiming to grow ad revenue and reach more international users.
Black Forest Labs launches Flux.1 Krea [dev]
Built with Krea AI, the model generates natural, distinctive images without the oversaturated “AI look”.
Salk launches AI tool ShortStop
AI scans the “dark genome” to uncover hidden microproteins, flagging 210 new lung cancer-linked candidates for future therapies.
The company will adopt the bloc’s new standards on responsible AI development and security.
💰 The numbers
Anaconda raised $150M+ in Series C, valuing the company at $1.5B, to expand its open-source AI/data science platform.
fal, a multimodal AI infrastructure provider, secured a $125M Series C at a $1.5B valuation, backed by major investors like Meritech, Salesforce Ventures, Shopify Ventures, and Google AI Futures Fund .
Noma Security raised $100M in Series B, valuing the cybersecurity platform for AI‑agent monitoring at approximately $132M total raise, to expand globally and enhance its product and R&D teams .
Augmodo raised $37.5M to expand its spatial AI platform for real-time retail inventory tracking.
Metaforms closed a $9M seed round led by Peak XV Partners (with Nexus Venture Partners and Together Fund) to scale its AI developer tooling offerings.
🧠 Thought starters
The “year of agents” and the rise of code generation have reshaped the LLM leaderboard.
Anthropic is now the #1 enterprise LLM provider according to Menlo Ventures’ 2025 Mid-Year LLM Market Update: Foundation Model Landscape + Economics.
Six months after their last analysis, the data is clear:
32% enterprise market share vs OpenAI’s 25% (down from 50% in 2023)
42% share in code generation, double OpenAI
Enterprises are moving to closed frontier models, even as prices fall 10x
Open‑source adoption has stalled at 13%
😂 Meme of the day

Thanks for reading,
Eddie
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