在采访中，OpenAI 首席财务官 Sarah Friar 回应了关于未达内部目标的质疑，称公司在更高层面上正达成目标，并表示需求呈现“vertical wall of demand”。她强调 OpenAI 仍是年轻企业，关键指标会因周期不同而波动，因此不能说“每一项都完全达成”；公司亦未披露过去两个季度的营收与增长数据。她同时承认公司设有更具挑战性的 stretch goals，且可能与公开指标存在差异。文中提及 OpenAI 曾被报导未达 2025 年底 1 billion（10^9）周活跃用户目标。

市场反应出现先挫后回升：该报道发布后，Oracle Corp.、CoreWeave Inc. 等关联股票下跌，反映 OpenAI 在 AI 产业链中的关键性；而在纽约时间周五 11:45 时，CoreWeave 反弹超过 8%，Oracle 也接近 7%。OpenAI 随后称报道是“prime clickbait”，并坚称业务正在“firing on all cylinders”。同月其 Codex 相关数据也显示增长：周活跃用户由两周前的 3 million（3,000,000）增至 4 million（4,000,000）。

在财务与增长之外，Friar 对新增业务（尤其广告）持谨慎预测立场，称“广告平台才刚起步”，仍不确定其与 OpenAI 的融合效果。她否认会减少算力投入，反而指出算力供给不足在一定程度上成为增长约束。Sam Altman 曾提出公司未来基建支出或达数万亿（trillions）的规模；公司已披露到 2030 年计划投入约 600 billion（6×10^11）美元用于 AI 基础设施。OpenAI 三月营收为 2 billion（2×10^9）美元每月，并完成 122 billion（1.22×10^11）美元融资轮，估值达 852 billion（8.52×10^11）美元；Anthropic 则在谈判估值或逾 900 billion（9×10^11）美元的融资，且两家公司都面临与 Alphabet/Google 及彼此在数据中心、芯片与人才上的竞争，且均预计今年上市。

In the interview, OpenAI CFO Sarah Friar pushed back against concerns about missing internal targets, saying the company is meeting objectives at the highest level and is facing a “vertical wall of demand.” She said OpenAI is still a young business, so performance can vary by period across metrics, which is why she did not claim all targets were fully met. The company also declined to disclose revenue and growth for the last two quarters. Friar noted that internal “stretch goals” are normal and may differ from publicly shared targets, including the reported 1 billion (10^9) weekly active users goal by the end of 2025.

Investor reaction was mixed but volatile: after a report alleging missed targets, shares tied to OpenAI such as Oracle Corp. and CoreWeave Inc. fell, showing OpenAI’s centrality in the AI ecosystem. By 11:45 a.m. ET on Friday, however, CoreWeave rose more than 8% and Oracle nearly 7%. OpenAI later called the report “prime clickbait” and said the company was “firing on all cylinders.” In the same month, OpenAI reported that Codex weekly users increased from 3 million to 4 million in two weeks, indicating continued product traction despite the scrutiny.

Friar was careful about forecasting new businesses, especially advertising, saying the ad platform is just getting started and its performance inside OpenAI is still uncertain. She rejected the idea that infrastructure could be reduced, arguing that compute constraints can slow execution. CEO Sam Altman has said infrastructure spending could eventually reach trillions of dollars, while OpenAI has said it plans to spend about 600 billion (6×10^11) dollars on AI infrastructure by 2030. OpenAI reported March monthly revenue of 2 billion (2×10^9) dollars, then completed a 122 billion (1.22×10^11) funding round at an 852 billion (8.52×10^11) valuation. Anthropic is reportedly seeking financing that could value it above 900 billion (9×10^11) dollars, and both firms are expected to go public as soon as this year while competing for data centers, chips, and talent with each other and with Alphabet/Google.