Nathaniel Whittemore

Now for the Financial Times, this is about business strategy.

They write, the changes are part of a broader reorganization at OpenAI as the San Francisco company shifts resources into trying to win lucrative business customers and compete more fiercely with rival Anthropic.

The role of ChatGPT in this ecosystem looks like it might be a little bit different.

Again, FT writes, OpenAI executives increasingly view ChatGPT, which has attracted nearly a billion users since its launch, as a gateway to introduce users to higher value products.

The majority of consumers use the chatbot for free.

FT says the overhaul is going to begin rolling out in the coming weeks and will initially appear as changes to the ChatGPT website and mobile apps, which encourage customers towards using coding, image generation, and apps from external partners.

Now for FT, this is all about the IPO.

The changes they write underline how OpenAI's strategy is moving closer to that of Anthropic, whose focus on developing products for businesses has stoked its blistering growth and will be at the heart of its pitch to investors in an IPO this year.

Big quote, Leona's capital partner, Jenny Hsiao, who writes, Approximately a year ago, OpenAI's strategy was swing for the fences, whereas Anthropic's strategy is make money first.

Now the two are converging because both of them are trying to aim for an IPO and investors care more about money than dreams.

As evidence, FT points to the shutting down of Sora as an example of their commitment to this new business focus, which is obviously something that we've talked about here as well.

Now, not everyone is sold on the idea of a super app.

David Geoghegan writes, Super app usually means we couldn't find the next big thing, so we're bundling everything we have.

Hedgy Markets, which you can guess their focus from their handle, certainly thinks this is about the IPO as well.

The overhaul, they write, shifts resources towards enterprise clients with 2 million businesses already at 40% of revenue and expected to hit 50% by year end.

Altman said last year that apps would become obsolete because of AI, and now he wants to build a super app.

900 million people use ChatGPT every week, 50 million pay for it, and OpenAI still loses $14 billion a year.

The super app is supposed to change that.

OpenAI has shifted hard towards enterprise with 2 million businesses already at 40% of revenue, and a target of 50% by December, but those are the same enterprise customers who discovered last week what AI tools cost and whether they produce anything.

Putting the slightly cynical take even more bluntly, nobody builds a super app because users ask for one.