Openai’s Brad LightCap.
Courtesy: Openai
Openai seems to be growing fast despite increasing competition.
San Francisco -based technology company had 400 million active weekly users since February, with 33% of 300 million in December, said CNBC leading company official Brad LightCap. These numbers have not been reported before.
LightCap told about the “natural progress” of the chatgpt as it becomes more useful and known for a wider group of people.
“People hear about it through the word of the mouth. They see its usefulness. They see their friends using it,” Lightcap said in an interview, adding that it takes time for individuals to find cases of use they resonate. “There is an overall effect of people who really love these tools, and seeing that these tools are really valuable.”
Openai is seeing that she is poured into her growing enterprise business. The company now has 2 million users of paying enterprises, approximately doubled from September, LightCap said, stressing that employees will often use chatgt in person and suggest their companies implementing the vehicle.
“We have a lot of benefits and a tail smell from the organic consumer adoption, where people already have knowledge of the product,” he said. “There is really a healthy growth, in another curve.”
Developer traffic has also doubled in the last six months, being called for the O3 company’s “reasoning” model, according to LightCap. Developers use Openai to integrate technology into their applications. Openai counts Jacket, Morgan Stanley Morgan Stanley, Modern AND T-mobile Among some of its biggest enterprise clients.
LightCap compared this use with cloud services, which Amazon Pioneer web services two decades ago. While the consumer business can grow faster as people can approve it at will, the enterprise is in the “construction process,” he said.
“There is a buying cycle there, and a learning process that goes to escalate an enterprise business,” LightCap said. “He will be like cloud services. It will be something you can’t run a business that is ultimately not working on these very powerful models below the surface.”
Deepseek effect
Openai’s growth comes amid the new competition from Chinese competitor Deepseek, who raised technology markets in January as investors were afraid to hinder the future benefit of American artificial intelligence companies and their dominance. Megacap technology companies were particularly difficult. Nvidia lost 17% on Monday Deepseek waves, wiping nearly $ 600 billion in market value.
Later that week, Openai accused Deepseek of properly harvesting her models in a technique known as distillation. Lightcap said the new competition has not changed the way Openai thinks about the open source, their road map or mega expenditure plans.
“Deepseek is a proof of how he is how he entered the public awareness in the main course – it would have been unbreakable two years ago,” he said. “It’s a moment that shows how powerful these models are and how many people really care.”
In addition to the emergence of Deepseek, Openai has also been taken with a tense time in the legal front.
Billionaire Elon Musk, a co -founder of the company, has sued Openai for breach of contract while trying to become a lucrative. Microsoft has poured billions into the company while Softbank is close to completing a $ 40 billion investment that can estimate the company with about $ 300 billion, according to sources known to the deal.
Musk and a group of investors offer to buy non -profit assets for $ 97.4 billion earlier this month. In a letter to Musk’s lawyer, Openai’s lawyer said the company board determined that Musk’s highly published “offer” is not actually an offer. on sale. “
“Numbers tell the story,” LightCap said. “We try to be very transparent for the place where we stay in all this.