OpenAI Enterprise & Partnerships: Codex Expansion, Superapp Pivot, ChatGPT Ads, Tokenmaxing Backlash, Brockman's Candid Retrospective
Key Questions
How many users does OpenAI's Codex have and what is the growth trend?
Codex has 5M weekly users, with non-developer growth occurring three times faster than developer usage. This reflects expanding adoption beyond traditional coding audiences.
What is OpenAI's superapp pivot strategy?
OpenAI is pivoting ChatGPT toward a superapp model that integrates coding, agents, image tools, and partner applications into a redesigned interface. This aims to create a unified platform for agentic task execution.
How many monthly users does ChatGPT have?
ChatGPT has reached 1 billion monthly active users. OpenAI is developing a 'super assistant' to handle complex, agentic workflows on top of this user base.
Is OpenAI introducing ads into ChatGPT?
Yes, OpenAI plans to include ads in paid ChatGPT subscriptions and has opened a self-serve ad platform. It has hired ex-AWS VP Matt Wood and is recruiting for image, video, and conversational ad formats.
What major partnerships has OpenAI announced recently?
OpenAI has partnered with Visa for agentic payments, HP for deploying OpenAI Frontier with measurable enterprise metrics, Getty Images, and Cognizant for frontier AI cyber defense via the Daybreak program.
What is the tokenmaxing backlash and who is involved?
Palantir CEO Alex Karp publicly criticized OpenAI's token-based model on CNBC, highlighting growing enterprise pushback. Accenture is actively working to limit small-task AI usage among clients due to cost concerns.
What is OpenAI's investment in its Partner Network?
OpenAI has committed $150M to its Partner Network to support integrations and ecosystem growth. This aligns with the broader push toward partner apps within the redesigned ChatGPT experience.
Has ChatGPT's market share changed recently?
ChatGPT's market share has slipped below 50% amid increasing competition. Despite this, enterprise testing continues, including Pentagon evaluations of OpenAI models.
Codex core product with 5M weekly users, non-developer growth 3x faster. FT confirms superapp pivot. ChatGPT reaches 1B monthly users; OpenAI building 'super assistant' for agentic task execution. Redesigned ChatGPT integrates coding, agents, and partner apps. OpenAI drops $150M on Partner Network. ChatGPT market share slips below 50%. Pentagon testing OpenAI models. Ads in paid ChatGPT subscriptions; self-serve ad platform open. Hired ex-AWS VP Matt Wood. Amazon dropped Altman biopic 'Artificial' amid $50B deal. Getty Images partnership. Palantir's Karp publicly bashes OpenAI's token model on CNBC, reinforcing tokenmaxing backlash. HP deploying OpenAI Frontier with concrete metrics. Visa partners for agentic payments. Tokenmaxing backlash: Accenture scrambling to curb small-task AI usage. Cognizant partners with OpenAI for frontier AI cyber defense via Daybreak program. Brockman candidly admits Plugins failed because models weren't ready; envisions 'almost no interface' future, aligning with superapp pivot but contradicting current product reality.