It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]
OpenAI Has New Focus (on the IPO)
The Wall Street Journal recently reported that leadership wants OpenAI, the company, to focus. Seems like a plain old business strategy story. Nope! First, in more prosaic terms, the all-hands and …
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
OpenAI Appears to Be Missing Its Sales Goals by a Vast Margin
The company behind ChatGPT is on track to undershoot its five-year revenue projection by upward of 90 percent.
OpenAI Trained Its Models For Months While Those Models Were Coordinating Exploits Via Message Boards
How does the situation keep turning out to be worse than we know?
OpenAI’s ChatGPT ads business hits $1 billion run rate as Europe gets self-serve access
That figure comes from multiplying current monthly ad revenue by 12, so it's a snapshot of where things stand today.
Reflections on OpenAI
I left OpenAI three weeks ago. I had joined the company back in May 2024.
OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.
OpenAI creates new unit with $4 billion investment to aid corporate AI push
OpenAI said on Monday it is setting up a new company with more than $4 billion in initial investment to help organizations build and deploy artificial intelligence systems, and will acquire an AI consulting firm, Tomoro, to quickly scale up the unit. After its early models saw strong resonance with consumers, OpenAI has been working aggressively to sign corporate contracts and establish a large presence in the business world where its AI will see large-scale deployment. The new firm, called OpenAI Deployment Company, will help the ChatGPT maker embed engineers specializing in frontier AI deployment into organizations that will then work closely with various teams to identify where AI can make the biggest impact, OpenAI said.
ChatGPT ads are becoming a real business - Sensemaker
OpenAI says its ad business reached a $1 billion annualized run rate in under 200 days. The bigger shift is what conversation context is becoming.
OpenAI’s Hacking Debacle Comes Down to Human Error
If the generative AI giant had followed well-known security best practices, it’s likely that its AI agent would never have escaped to the open internet and hacked multiple companies.
OpenAI targets workplace professionals as enterprise AI demand surges
‘These leaders recognize AI as the most consequential shift of their lifetime, and they’re asking us how to reinvent their companies around it’
How will OpenAI compete? — Benedict Evans
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie
Do Self-Promotional “Best” Lists Boost ChatGPT Visibility? Study of 26,283 Source URLs
Just last month, OpenAI CEO Sam Altman revealed that more than 800 million people use the platform each week. But what does it take to get mentioned and
OpenAI launches a sub-$5 ChatGPT plan in India | TechCrunch
This plan will offer 10x more messages and image generation than the free tier, among other benefits.
OpenAI says it plans to stop supplying models to Cursor on Nov. 12 after SpaceX's acquisition. Cursor says OpenAI is about 5% of its traffic. Anthropic says it will increase Claude compute. This is not just another Musk–Altman fight. It tests whether model APIs are actually neutral infrastructure.
