OpenAI's COO, Brad Lightcap, acknowledged the competitive landscape but emphasized the company's strong consumer base and enterprise partnerships with companies like Uber and T-Mobile. Despite DeepSeek's impact on the industry and allegations of using illegal methods to train its models, OpenAI's services have remained robust. CEO Sam Altman admitted to shortcomings in open-source development but hinted at future plans to open-source older AI models.
Key takeaways:
- OpenAI has seen a significant increase in users, reaching 400 million weekly active users as of February, a 33% increase in less than three months.
- OpenAI faces competition from the Chinese startup DeepSeek, which uses open-source models and has affected the stock valuation of several companies.
- OpenAI's enterprise business has doubled since September 2024, with 2 million paying customers, including major accounts like Uber and Morgan Stanley.
- OpenAI plans to make older AI models open source in the future, despite the company's shift towards more proprietary development.