tech
April 8, 2026
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.

TL;DR
- Enterprise revenue at OpenAI now constitutes over 40% of total revenue and is projected to reach parity with consumer revenue by the end of 2026.
- Codex has reached 3 million weekly active users, and OpenAI's APIs process over 15 billion tokens per minute.
- Enterprises are moving past AI experimentation and seeking to implement AI as a unified operating layer, not just individual tools.
- OpenAI's strategy focuses on providing 'Frontier' as an intelligence layer for company-wide agents and a unified AI superapp for employee experience.
- OpenAI is building the full stack of AI, from infrastructure and models to user interfaces, positioning itself to shape the future of enterprise AI.
- The company is collaborating with partners like McKinsey, BCG, Accenture, Capgemini, AWS, Databricks, and Snowflake to help enterprises integrate AI.
- The development of a unified AI superapp aims to centralize AI agent interaction for employees, integrating existing tools and capabilities.
- The shift is towards managing teams of AI agents rather than just using AI for task assistance, with tools like Codex showing significant growth.
- OpenAI leverages ChatGPT's 900 million weekly users to reduce friction in enterprise AI adoption, enabling employees to delegate tasks and focus on ambitious projects.
- Enterprises desire a partner that understands the scale of AI transformation, offers practical deployment paths, and builds trust.
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