RaoscaffResearch
Prediction Series · Lock · Issue P-31
Prediction Series · P-31

OpenAI's $30B run-rate — locked before year-end.

88% probability OpenAI's annualized revenue run-rate reaches ≥$30B by end-2026. Run-rate was ~$25B in Feb 2026 at ~$2.5B/mo growth pace; the threshold requires +$5B over ~10 months. Sources pre-committed: Sacra series corroborated by The Information / Reuters.

Type · Prediction Lock · corporate-KPI (private company) Locked · 2026-06-21 · run-rate ~$25B in Feb 2026 Resolves · ~2027-02-15 · Sacra / The Information / Reuters run-rate report Scored · binary: reported run-rate ≥$30B annualized at Dec 2026
OpenAI run-rate (Feb 2026)
~$25B
annualized · ~$2.5B/mo growth pace

Sacra OpenAI run-rate series: ~$20B end-2025 → ~$25B Feb 2026 (~$2.5B/mo). Needs +$5B over ~10 months to hit $30B. Sources pre-committed: Sacra (primary) corroborated by The Information / Reuters.

— 1 · The Locked Call

OpenAI run-rate ≥$30B annualized at Dec 2026 — P = 0.88.

We lock a binary claim: OpenAI's annualized revenue run-rate is ≥$30B as reported by December 2026, per the pre-committed source set (Sacra run-rate series, corroborated by The Information and/or Reuters). Confidence 0.88. Because OpenAI is private, resolution depends on reported/leaked figures from the pre-committed sources — not an audited filing.

— 2 · Why it's nail-able

$25B in Feb 2026 at $2.5B/mo; needs only +$5B in 10 months.

The Sacra OpenAI run-rate series (sacra.com) tracks annualized revenue: ~$20B end-2025 → ~$25B February 2026, a pace of ~$2.5B/mo. The $30B threshold requires +$5B in ~10 months — well inside the trailing pace even with a slowdown. The pre-committed source set: Sacra is the primary; The Information and Reuters provide corroboration. A HIT requires ≥$30B as stated by at least one of these named sources referencing an end-2026 data point. We pre-commit sources here — in advance, not at resolution — to avoid the P-01R decimal-fetch trap.

Locked on 2026-06-21 — scored against Sacra / The Information / Reuters reporting on OpenAI's end-2026 run-rate.

RAOSCAFF locks P-31 on 2026-06-21. Sources are pre-committed: Sacra (primary) corroborated by The Information / Reuters. A HIT requires ≥$30B stated by a named source for an end-2026 period.

Locked
2026-06-21 (commit timestamp on origin/main)
Resolves
~2027-02-15 — first Sacra / The Information / Reuters report citing OpenAI Dec-2026 run-rate
Source
Sacra OpenAI run-rate series (sacra.com), corroborated by The Information and/or Reuters
Scored by
Binary: YES if a named pre-committed source reports OpenAI annualized run-rate ≥$30B for Dec 2026; NO if all pre-committed sources report <$30B or no data by Mar 31 2027

If no pre-committed source publishes an end-2026 data point by March 31 2027, the prediction is marked UNRESOLVED rather than scored.