OpenAI buys TBPN, slashes pricing
OpenAI acquired Silicon Valley tech show TBPN and says it now runs about $2 billion in monthly revenue — mostly from enterprise — while reportedly cutting ChatGPT prices as competition and secondary-market interest shift. The deal looks like a push to shape industry narrative while using price moves to defend enterprise share amid renewed rivalry from Anthropic and others. (reuters.com) (techradar.com)
TBPN is hosted by entrepreneurs Jordi Hays and John Coogan and the show runs weekdays from 11 a.m.–2 p.m. PT, a schedule OpenAI cited while noting the New York Times called the program “Silicon Valley’s newest obsession.” (openai.com) The channel, which began streaming in 2025, booked sponsors including Ramp, Plaid and Google’s Gemini and has a partnership with the New York Stock Exchange, according to reporting that also put its YouTube audience at roughly 58,000 subscribers. (cnbc.com) Wall Street reporting cited by CNBC and others estimated TBPN’s ad revenue at about $5 million in 2025 with the outlet “on track to exceed $30 million” in the current year. (cnbc.com) OpenAI said TBPN will be housed inside its Strategy organization and will report to Chris Lehane, with company leadership emphasizing that the show’s editorial independence and guest selection will be explicitly protected. (openai.com) OpenAI disclosed a separate financing update showing $122 billion in committed capital at a post‑money valuation of $852 billion, with the round anchored by Amazon, NVIDIA and SoftBank and participation from Microsoft. (openai.com) Separately, enterprise pricing shifts have been underway: reporting has the company moving ChatGPT Enterprise to a credit‑based model, and earlier product moves included an approximately 80% cut to the base o3 model alongside the launch of an o3‑Pro tier. (thetechportal.com) (computerworld.com) News outlets report OpenAI did not disclose financial terms of the TBPN deal, and company messages highlight plans to leverage TBPN’s “comms and marketing instincts” across OpenAI while allowing the show to continue booking and covering industry competitors. (cnbc.com)
