Side Quests are Over: OpenAI’s "Code Red" Pivot

Podcast: What the AI?! · Upstart

Opublikowano: 2026-03-24

OpenAI just declared a “code red.” Not about a model. About their strategy. In this episode of What the AI?!, Jeff Keltner and Annie Delgado break down OpenAI’s internal shift away from “side quests” like video, hardware, and experimental products—and back toward coding and enterprise, where the real money is. The reason is simple. Anthropic is winning. Claude now holds roughly 40% of the enterprise AI market, while OpenAI has fallen behind. After launching ChatGPT and defining the category, OpenAI is now scrambling to catch up in the part of the market that actually pays. But this week was big...