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The fact that OpenAI has increasingly shifted its strategy to focus on professionals shouldn't be surprising. When Microsoft announced last September it would add Anthropic's models to Copilot 365 (where previously it depended exclusively on OpenAI's systems), there were reports that suggested the company made the decision because it found Claude was better at tasks like generating spreadsheets and presentations. Reporting from The Information suggests OpenAI is generating about $25 billion in annualized revenue. However, the company is still far from being profitable, and with more than $1.4 trillion in data center commitments on the books, it's reliant on funding from investors to keep the lights on. Seen in that context, productivity represents a place where it might have a chance to build a sustainable business.
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