A large audience, a harder question
OpenAI’s growth is being driven by enterprise sales and price competition with Claude and Chinese models. The company has stepped up that strategy with the launch of GPT-6.1-Sol. Codex is also growing quickly, helped by the popularity of the GPT-6 model family.
The numbers span different kinds of use: ChatGPT’s weekly audience is far larger than the combined weekly count for ChatGPT Work and Codex, while the company count points to a substantial business market.
What the figures do not answer is whether growth in users and customers will translate into enough revenue to cover OpenAI’s enormous spending on data centers. I think that is the more consequential measure: audience scale matters, but it is not itself a financing plan.
Daily AI news
Every day we pick what actually matters in AI and explain it plainly — no hype, no filler. Subscribe if you want to follow where the industry is going.
Only what matters — every day
Follow on X