Rachel Metz

speaker
261 appearances 18 recordings 2 series first heard Nov 2025 last heard 2 Sep

Rachel Metz’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
11 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 18 in all, peaking in Aug 2026 with 11.

Appearances

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And so that could be a really positive sign for an IPO.
So according to what we've and we've been told in our reporting, it's actually kind of a range of things.
Uh the company's consumer business is still by far its largest business.
And they recently announced that they had passed this uh one billion active weekly user mark, which they've been pushing toward for a long time.
So they've got more paying users on the consumer side.
They also have a lot more businesses that are using it and um this is
Driven in some part by Codex, which is its coding assistant.
Coding.
I mean they're they've been that sort of neck and neck in a way.
I okay, I hate to say like it's one versus the other, um, because I think that it's like much, much bigger and broader than that.
And there are a lot of companies here in this ecosystem.
But um I think Anthropic definitely has proved over the last year or so that they're a really handy rival to this company.
And they have uh especially on the coding front, they in some ways really outpaced OpenAI.
Um but
opening eye is showing us as revenue is going up, that customers are also willing to pay for its products as well.
we're still looking into that as far as like specific numbers.
But what we do know generally, and I feel like we've we've talked about this so many times and it's it's so frustrating, but it's the same thing over and over.
Compute is really expensive, it costs a lot.
OpenAI has worked very hard to uh amass a a war chest essentially of computing power and it has that at its disposal.
And yet the company also will still say
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