OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue

OpenAI's CFO Sarah Friar announced that the company's enterprise business (sales to companies) now generates more revenue than its consumer business (ChatGPT for individual users), crossing the 50% threshold ahead of previous expectations with a $40 billion annualized revenue run rate. The shift reflects a change in how enterprise customers use AI, moving away from "tokenmaxxing" (letting employees accumulate large AI costs without tracking outputs) toward measuring cost per unit of intelligence and efficiency.