CFO Sarah Friar disclosed that business revenue has grown from 20 percent to 40 percent of total revenue, with a target of 50 percent by year-end. OpenAI simultaneously appointed Denise Dresser, former Slack CEO, as Chief Revenue Officer to lead the enterprise pivot. Competitor Anthropic, valued at $380 billion compared to OpenAI's $852 billion, has captured early enterprise momentum with Claude models including Mythos and Opus 4.7, claiming $30 billion in annualized revenue. Both companies operate at a loss while pursuing IPO timelines.
Attorneys should monitor this shift as a proxy for how AI vendors will structure licensing, liability, and service-level commitments in enterprise contracts. The competitive pressure between OpenAI and Anthropic—now playing out through Pentagon contracts and executive memos—will likely shape which models become standard in corporate legal tech stacks. The race to enterprise profitability may also signal which AI safety and reliability standards will become market expectations rather than regulatory mandates.