OpenAI Recently Misses Sales and User Acquisition Targets

According to monitoring by Dongcha Beating and reported by The Wall Street Journal, OpenAI has recently failed to meet its own newly set user acquisition and sales targets, raising internal concerns that the company may struggle to sustain its massive expenditures on artificial intelligence infrastructure. The report cites sources familiar with the matter, stating that after competitor Anthropic made progress in the programming and enterprise markets, OpenAI did not achieve its internal goal of reaching 1 billion active users per week for ChatGPT by the end of 2025. The company has yet to announce this milestone, causing unease among some investors. Additionally, sources familiar with the relevant data indicate that the company is facing challenges with subscriber churn rates. Chief Financial Officer Sarah Friar expressed concerns in discussions with other company executives, stating that if OpenAI cannot accelerate sales quickly enough, it may not be able to afford its future computational needs. In recent months, Friar has also voiced reservations about OpenAI’s plans to go public by the end of this year. She emphasized to executives and the board that OpenAI needs to improve its internal controls and warned that the company is not yet prepared to meet the stringent disclosure standards required of public companies.