OpenAI's Revenue Crisis: 70% Drop Feared by 2030

OpenAI's revenue forecast for 2030 could plummet by 70%, with potential cash flow losses reaching $165 billion. This follows what's described as the worst week in the company's history. Here's the thing: several major issues are converging. Apple is suing OpenAI, accusing it of stealing intellectual property and poaching employees. This could halt OpenAI's hardware business. What's interesting is that Emarketer predicts OpenAI's advertising business will be 95% lower than the company's own forecasts. The AI price war has also begun. Chinese open-source models now account for nearly 50% of enterprise token usage on OpenRouter, up from 4.5% in the first half of 2025. American companies are responding by significantly lowering prices. Meta, for example, launched a new model priced 75% lower than OpenAI and Anthropic, and OpenAI itself released a model priced 80% lower. The bottom line: if these risks materialize, OpenAI's revenue could decline by 40% by 2026 and 70% by 2030, raising questions about the future of this company.