OpenAI，目前估值为 8500 亿美元（$850bn）的集团，正准备对 ChatGPT 进行重大改革，以在今年潜在的 IPO 之前推动更高利润的收入。该公司正将其聊天机器人转型为结合编码工具和 AI 代理的超级应用程式。这一策略旨在变现其用户群，自 2022 年推出以来，该用户群已吸引了接近 10 亿（1bn）用户，尽管大多数人目前免费使用它。

为了实现盈利，OpenAI 正将资源转移到利润丰厚的商业客户和像 Codex 这样的工具上。目前，有 200 万（2mn）家企业使用 OpenAI 的产品，贡献了其总收入的约 40%，预计到年底这一比例将上升到 50%。自 2 月份推出桌面应用程式以来，Codex 的用户群已增长了六倍，达到超过 500 万（5mn）名周活跃用户。

这一战略转向加剧了与 Anthropic 的竞争，因为这两家初创公司都专注于产生收入而非开发梦想，以满足 IPO 投资者。OpenAI 已将其产品团队整合至 Thibault Sottiaux 的统一领导下，导致了像 Kevin Weil 等高阶主管的离职。消费者计划如 ChatGPT 结帐已被搁置，且视频工具 Sora 在推出不到一年（less than a year）后就被关闭，以优先考虑企业产品。

OpenAI, currently valued as an $850bn group, is preparing a major overhaul of ChatGPT to drive higher-margin revenue ahead of a potential IPO this year. The company is transitioning its chatbot into a superapp combining coding tools and AI agents. This strategy aims to monetize its user base, which has attracted nearly 1bn users since its 2022 launch, though the majority currently use it for free.

To achieve profitability, OpenAI is shifting resources toward lucrative business clients and tools like Codex. Currently, 2mn businesses use OpenAI's products, contributing approximately 40% of its total revenue, a ratio projected to rise to 50% by the end of the year. Codex has grown its user base sixfold to over 5mn weekly active users since its desktop application launched in February.

This strategic pivot intensifies competition with Anthropic, as both start-ups focus on generating revenue over developmental dreams to satisfy IPO investors. OpenAI has consolidated its product teams under Thibault Sottiaux, leading to the departure of executives like Kevin Weil. Consumer initiatives like ChatGPT checkout have been sidelined, and the video tool Sora was shut down less than a year post-launch to prioritize enterprise products.