On a conference stage in Napa, California, OpenAI President Greg Brockman answered a simple question about whether his company would be ready to go public next year with a modest "I think so." It is a small sentence, but it sits inside a larger story: a company once defined by a consumer chatbot is now describing itself as a business, and its ambitions are tilting toward the public markets while a rival may get there first. What has been said is a direction and a sense of readiness, not a date or a filing, and the patient reader will notice how much of the picture still rests on the word of on
OpenAI Says Enterprise Now Drives Most Sales as It Eyes a 2027 IPO
"I think so," he said, when asked if OpenAI will be ready for 2027.
Mark
Why does it matter that most of OpenAI's revenue is now from enterprise?
Mimi
Because it changes how the company reads to investors. Business customers tend to mean larger, steadier contracts, and that's the kind of story that matters when you're preparing to list on a stock market.
Luke
Careful, though. "Majority" is all we have. It could be 51 percent or 90. And it's Brockman's own statement, not an audited figure.
Mark
He also named Codex specifically. What's that about?
Mimi
Codex is the agent product he cited as part of the push to sell to businesses, in competition with Anthropic.
Luke
Worth noting the report says he pointed to it as part of the sales push. It doesn't say how much revenue Codex brings in.
Mark
And Anthropic is expected to go public first?
Mimi
Reuters says it's likely to do so before the end of the year, which would put it ahead of OpenAI's 2027 target.
Luke
"Likely" is doing work there. That's a characterization, not an announced filing.
Mark
So how firm is the 2027 date?
Luke
Not very. He was asked on stage and said "I think so." That's an expression of belief. And OpenAI has already delayed its IPO plans once.
Mimi
What's firm is the fundraising push Reuters has reported, aimed at capitalizing on recent growth. That's the thing to watch.
Der Puls
- OpenAI's president says most revenue now comes from business customers, a claim that reshapes how the company is seen from outside.
- Rival Anthropic is expected to list before year end, putting pressure on OpenAI to match its timeline.
- After delaying earlier IPO plans, OpenAI is racing to raise funds and sales teams are pushing harder into enterprise accounts.
- The 2027 listing remains a statement of readiness, not an announced date, and no revenue figures or valuation have been disclosed yet.
On a conference stage in Napa, California, OpenAI President Greg Brockman answered a simple question about whether his company would be ready to go public next year with a modest "I think so." It is a small sentence, but it sits inside a larger story: a company once defined by a consumer chatbot is now describing itself as a business, and its ambitions are tilting toward the public markets while a rival may get there first. What has been said is a direction and a sense of readiness, not a date or a filing, and the patient reader will notice how much of the picture still rests on the word of one executive.
On Wednesday in Napa, California, OpenAI President Greg Brockman was asked whether the company would be ready to go public next year. His answer was brief: "I think so." He made the remark at a tech conference hosted by the Wall Street Journal, and alongside it he offered a second claim that changes how the company looks to outsiders: most of its revenue now comes from enterprise sales, meaning business customers rather than individual users.
That shift is happening under direct pressure. OpenAI has been stepping up its business sales as it competes with Anthropic, which is expected to go public before the end of this year. Brockman pointed to Codex, the company's agent product, as part of that push. The path to a listing has not been smooth either, since OpenAI earlier delayed its IPO plans and has been working to ramp up fundraising to capitalize on recent growth.
The remarks leave much unsaid. Brockman gave no percentage for enterprise revenue beyond "the majority," and no total revenue, fundraising target, or valuation. The revenue claim comes from his own public words, not from financial disclosures. What is clear is the direction: a company known for a chatbot is telling audiences that businesses are where its money comes from. The thing to watch is whether fundraising accelerates and whether a loose sense of 2027 readiness hardens into a formal timeline.
On Wednesday, on a stage in Napa, California, OpenAI President Greg Brockman was asked a plain question: will the company be ready to go public next year? His answer was short. "I think so," he said.
Brockman was speaking at a tech conference hosted by the Wall Street Journal. Alongside the IPO remark, he made a second claim that shapes how the company now looks from the outside: OpenAI generates the majority of its revenue from enterprise sales, meaning business customers rather than individual users.
That shift comes amid direct competition. According to Reuters, which reported from the event, OpenAI has been stepping up its sales to businesses as it contends with its rival Anthropic. One product Brockman pointed to in that push is Codex, the company's agent. Anthropic, for its part, is described in the report as likely to go public before the end of this year, which would put it on the market ahead of OpenAI if the 2027 timeline holds.
The San Francisco company's path to a listing has not been a straight one. Reuters has previously reported that OpenAI has been racing to ramp up its fundraising so it can capitalize on its recent growth, after delaying its earlier IPO plans. Brockman's comments on Wednesday put a year on the ambition, though they stop short of a formal commitment. He said he believes the company will be ready, which is a statement about readiness, not an announced date or filing.
The report also leaves several things unstated. It does not give a figure for what share of revenue enterprise sales represent beyond "the majority," and it does not give total revenue, fundraising targets, or a valuation. The claim about the revenue mix comes from Brockman himself, as an executive speaking publicly, rather than from financial disclosures.
What the remarks do establish is a direction. A company best known to the public for a consumer-facing chatbot is now telling audiences that businesses are where most of its money comes from, and it is doing so while its closest competitor appears to be heading toward the public markets first.
The thing to watch next is whether OpenAI's fundraising effort accelerates and whether the vague 2027 readiness turns into a formal timeline, given that it has already delayed its plans once.
Bemerkenswerte Zitate
I think so.— Greg Brockman, OpenAI President, asked whether OpenAI will be ready for an IPO next year
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