OpenAI wants to transform business. Many of its users just want life hacks
Yahoo Finance·2025-09-18 16:00

Core Insights - OpenAI has transitioned from a B2B model to a consumer-focused brand, particularly after the launch of ChatGPT, which achieved 100 million users in a few months, making it a leading example of generative AI [1][2] - ChatGPT now boasts over 700 million weekly active users, with a significant shift towards personal usage, as 73% of chats are personal compared to a more balanced usage a year prior [2] - Despite projected revenues of $12.7 billion in 2025 and $29.4 billion in 2026, OpenAI is expected to continue incurring annual losses, raising concerns about the sustainability of its business model [3] Business Model and Market Dynamics - OpenAI identifies three core business segments: ChatGPT subscriptions, enterprise access to AI models, and long-term research on artificial general intelligence, all of which are expected to persist [4] - The current trend indicates a potential shift in focus towards consumer features, driven by the large user base of ChatGPT, especially if enterprise adoption remains slow [4] - There is skepticism in the enterprise sector regarding the promised efficiencies of AI tools, with a significant percentage of AI pilot projects reportedly stalling [2]