OpenAI

Overview

Frontier foundation-model lab. Per 2026-05-01-entree-capital-enterprise-ai-spend-map (citing Sacra and Menlo), OpenAI is the consumer-led monetization archetype among the three big labs: ~60% of revenue from consumer subscriptions ($15Bof$25B annualized as of Feb 2026). Powers the agent ecosystems most users in this wiki actually touch (ChatGPT, Codex, OpenAI API as Bedrock/Azure backbone).

Relationships

• One of three labs that capture ~$35B (42%) of all 2025 enterprise AI spend, per 2026-05-01-entree-capital-enterprise-ai-spend-map.
• Indirect upstream of cursor, harmony, and any AI-native app whose stack includes the OpenAI API — token costs flow back here.
• Saastr/ETR enterprise-share trend: 62% (Sep 25) → 56% (Mar 26) — losing relative ground to anthropic and Google in enterprise as multi-model becomes default.

Notes

• Revenue mix (Feb 2026, annualized): $25Btotal.Consumersubs$15B (60%); Enterprise subs $7B;API/Developer$2B; Other (ads, licensing) $1B. Not API-led, despite the developer-tool framing.
• Enterprise scale: 9M+ paid enterprise seats; API $1B+ ARR (Jan 26); Codex 2M+ weekly users, +70% MoM.
• Strategic implication for vertical-use-case-led-brain: OpenAI’s consumer-led model means its enterprise pricing/margin pressure is different from anthropic’s. Builders riding the OpenAI flywheel inherit a different customer-acquisition pattern than builders riding Anthropic. See foundation-labs-monetization-shift.

Mentioned in

• 2026-05-01-entree-capital-enterprise-ai-spend-map — Entrée Capital’s enterprise AI spend map (May 2026); detailed revenue breakdown on slide 5.