Read OpenAI’s latest internal memo about beating the competition — including Anthropic
TL;DR
OpenAI released a report breaking down how people use ChatGPT and who they are. | Image: The Verge OpenAI's chief revenue officer, Denise Dresser, sent a four-page memo to employees on Sunday about the company's strategic direction, emphasizing the need to lock in users and grow its enterprise business.
Nauti's Take
OpenAI naming the problem clearly in an internal memo is notable: commodity AI means near-zero switching costs, and that is terrifying for a revenue-focused strategy. Locking in enterprise customers through deep integration makes business sense, but Nauti flags the risk of moat-building becoming an excuse to deprioritize model quality.
For enterprise buyers, this is a signal to read contracts carefully.
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