Alex Heath

Yeah, I mean, I've been seeing people calling this a pivot, and I guess you could say it is.

But if you look at what's really happened over the last couple of years in AI, OpenAI went square for consumer, being the biggest consumer AI platform.

And they did that, right?

They have 900 million users and they're growing, they're still.

Meanwhile, what Anthropic did is during that same period, it focused almost entirely on enterprise.

And now Claude has, you know, some traction, especially off of, you know, people wanting to support the company due to what happened with the Pentagon.

But Anthropic was B2B, OpenAI was consumer.

Now that OpenAI has one consumer, guess what?

The vast majority of its users actually cost it money to serve.

This was something I was talking about with Fiji when she was on Access a couple months ago.

And that's a problem if you are a venture-backed, unprofitable AI lab who needs to IPO, right?

And where is the money in AI?

It's in enterprise applications.

It's in putting agents in large companies, doing forward-deployed engineering, business.

building all these kind of bespoke products for enterprise usage.

That's where, I mean, in Silicon Valley, people are talking about token maxing, right?

Companies literally incentivizing their employees to burn as many tokens, you know, which are just the atomic units of AI as possible.

And there's literal leaderboards of, you know, who is doing this and spending the most money inside the company.

That doesn't exist in consumer land.

So OpenAI, you know, needs to make money.