OpenAI Investor Letter: Weekly and daily active user figures 'continue to produce all-time highs'

Summary

CNBC's Kate Rooney reports on an OpenAI investor letter sent to investors and bankers. The letter cites record-high ChatGPT usage, Codex momentum, competition with Anthropic's Claude Code, and confidence in legal defenses against Elon Musk. The update focuses on private-company developments rather than a directly tradable public security.

• Kate Rooney obtained an OpenAI investor letter sent that afternoon.
• OpenAI reported record-high weekly and daily active ChatGPT usage.
• Codex was described as up roughly 25% week over week.
• Anthropic's Claude Code was noted as a competitive buzz area.
• OpenAI management expressed confidence in its legal defense against Elon Musk.
• OpenAI believes the Musk case is worth no more than his prior $38 million donation.
• The segment contains no explicit public-market trade recommendation.