Rival Anthropic Surges, OpenAI Executives Demand Staff Focus on Enterprise Customers

2026-03-24 22:45:59

This statement is akin to a “red alert.”

According to informed sources, Fidji Simo, head of OpenAI’s application business, told employees in a meeting last week that the company needs to refocus on enterprise clients and reduce non-core projects that are distracting resources.

At the time Simo made this statement, her main competitor, Anthropic, was making continuous progress in enterprise programming AI and other white-collar office AI fields, and the revenue gap with OpenAI was rapidly narrowing.

The sources said Simo hinted that the company would shift personnel toward enterprise-focused products and cut back on consumer-grade offerings. On Monday, OpenAI also announced it was seeking to establish a joint venture with private equity firms to sell its technology to enterprise clients. Previously, The Information reported last week that Anthropic was also taking similar steps, forming joint ventures with private equity firms like Blackstone and Hellman & Friedman.

Earlier, The Wall Street Journal also reported on Simo’s remarks. Her statement was similar to the “red alert” issued last year by OpenAI CEO Sam Altman—when facing the threat from Google, the company faced increased pressure to maintain growth in ChatGPT’s core products and subscription services.

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