ChatGPT reached 1 billion weekly active users is an extraordinary milestone. （congrats， OpenAI） But the more interesting is how much pressure OpenAI is facing despite that scale.
According to The Information：
- ChatGPT is approaching 1 billion weekly users less than four years after launch
- the milestone is arriving seven months later than OpenAI originally targeted
- growth slowed following the troubled GPT-5 launch and increasing competition from Gemini and Claude
- more than 50 million people now pay for ChatGPT， equivalent to roughly 5% of its weekly user base （same as before）
- enterprise customers already generate more than 40% of OpenAI's revenue， with the company expecting that share to reach 50% this year （looking at you， anthropic）
- ChatGPT is projected to generate $25 billion in revenue this year
- OpenAI nevertheless projected that it could burn roughly $25 billion in cash across the company
- its adjusted operating margin was reportedly negative 122% in the first quarter
- Anthropic has reportedly overtaken OpenAI in revenue， driven largely by its enterprise business
（another reset incoming， @thsottiaux ？）