Docs: OpenAI projected at the start of this year that $8/month ChatGPT Go subs will grow ~36x to 112M in 2026, while $20/month Plus subs will fall 80% to ~9M (Sri Muppidi/The Information)
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- OpenAI projects ChatGPT Go subscribers to reach 112 million by 2026, a 36‑fold jump from early‑year estimates.
- OpenAI forecasts its $20‑a‑month Plus tier to fall to roughly 9 million users, an 80 % decline.
- OpenAI is reassigning 10 Prism engineers to Codex, consolidating talent for its low‑cost strategy.
- ChatGPT Go will be priced at $8 per month, undercutting the $20 Plus tier and targeting mass adoption.
- Plus subscribers, who have generated most of OpenAI's revenue for three years, will lose a large share of the user base.
Why it matters: OpenAI gains a massive user base through cheap ChatGPT Go, while Plus tier loses most of its subscribers; reallocating 10 engineers to Codex accelerates volume‑driven revenue, reshaping its profit model.
