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AI Panel Projections of AI Platform Revenue/Profit

Steve LeCompte | | Posted in: Fundamental Valuation

Is the evolving set of artificial intelligence (AI) platforms based on large language models interesting as niche fundamental analysts? Are they monolithic, or diverse? As a simple exploration, we pose to each of Grok, ChatGPT, Claude, Perplexity and Gemini the following two prompts regarding projected aggregate revenue and net profit for major AI platforms:

  1. Applying all available training data and real-time updates, please project the aggregate revenue for major AI platforms year-by-year over the next five years (2027-2031). Your projection should account for realistic supply (including limits on offeror buildout of capabilities and global competition) and demand (including limits on customer diversion of funds and prospects for ROI) and not just rely on offeror forecasts. Do not provide any explanations.
  2. Now repeat this exercise for aggregate net profit. Do not provide any explanations.

We then compare and contrast results from AI panel members. Using responses to these prompts as posed at the end of May 2026, we find that:

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