The next phase of enterprise AI

I just wrapped my first 90 days with OpenAI and have had the opportunity to meet with hundreds of our customers. What has struck me most is their immense sense of urgency and readiness. I’ve spent my entire career at the intersection of technology and enterprise transformation, and yet, I have never seen this level of conviction spread so quickly and consistently across industries. These leaders recognize AI as the most consequential shift of their lifetime, and they’re asking us how to reinvent their companies around it.

I also saw that conviction reflected in our business this quarter. Building on our consumer strength, enterprise now makes up more than 40% of our revenue, and is on track to reach parity with consumer by the end of 2026. Codex just hit 3 million weekly active users, our APIs process more than 15 billion tokens per minute, and GPT‑5.4 is driving record engagement across agentic workflows. We’re seeing demand from new customers like Goldman Sachs, Phillips, and State Farm, and also growing with existing ones like Cursor, DoorDash, Thermo Fisher, and LY Corporation.

It’s clear we’re past the experimentation phase. AI is now doing real work, and as a result, every company is grappling with two main questions:

On top of being a research company building frontier models, we’re also a deployment company. We’ve taken what we’ve learned from working directly with hundreds of large enterprises on integrating AI agents and turned it into a scalable foundation. Together with our Frontier Alliances ⁠ partners McKinsey & Company, Boston Consulting Group (BCG), Accenture, and Capgemini, and other partners like Amazon Web Services (AWS), Databricks, and Snowflake, we help enterprises integrate OpenAI’s intelligence into the infrastructure and data ecosystems they already rely on. For example, our Stateful Runtime Environment ⁠ , which we’re building with AWS, makes it simple for agents to keep context, remember prior work, and operate across a business' tools and data, so it’s far more effective for complex, real-world use cases.

As AI scales across the company, it also has to effortlessly show up in the daily workflow of every person and team. That’s why we’re building towards a unified AI superapp: one place where employees can work with AI agents throughout the day to complete tasks and take action across the tools they already use. This experience will bring together the best of ChatGPT, Codex, agentic browsing, and broader capabilities in order to multiply what individual employees and small teams can accomplish.

We’re excited to bring new solutions to enterprises that will make agents more accessible to everyone. One of OpenAI’s biggest advantages is our ability to bridge personal and professional use cases. ChatGPT has 900 million weekly users, which means employees already know how to work with it. For enterprises, that reduces rollout friction and accelerates the point where every employee can delegate tedious tasks and take on more ambitious projects.

My first quarter at OpenAI has made me more convinced than ever that the AI transformation is happening faster than most people realize. Enterprises want a partner who understands the scale of this transition and can help them confidently move forward. That means meeting them in the systems they already rely on, giving them a practical path from experimentation to deployment, and making adoption easier through the right pricing and packaging. Above all, they want to trust that the company helping them make this transformation is invested in their success and building for their needs.

How do we put the most capable AI to work across the entire business, not just individual copilots and assistants?

How do we make AI part of people’s everyday work, so it helps them unlock their full potential?

These questions will define how companies operate and compete in the years ahead, and that’s what our enterprise strategy is building toward: Frontier as the underlying intelligence layer governing all of a company’s agents, and a unified AI superapp as the primary experience where employees get things done.