OpenAI's Denise Dresser: Enterprise customers will be 50% of business by year-end

Summary

Denise Dresser, OpenAI's chief revenue officer, discusses the new GPT-5.5 model and its enhanced capabilities for enterprise agents. She highlights that enterprise customers are expected to make up 50% of OpenAI's business by year-end. The conversation covers AI's role in unlocking value across enterprise software systems and touches on competition with Anthropic's Mythos.

• OpenAI released GPT-5.5, described as its most intelligent and intuitive model, with improvements in agentic coding and multi-step reasoning.
• Denise Dresser states that enterprise customers will constitute 50% of OpenAI's business by the end of the year.
• OpenAI's Codex now has 4 million weekly active users, showing adoption of agentic coding tools.
• Dresser argues AI can unlock intelligence across existing enterprise systems like Salesforce, Slack, Workday, and Snowflake.
• She addresses competition from Anthropic's Mythos model, emphasizing OpenAI's long-standing preparedness framework.
• The interview does not provide any specific stock or trade recommendations.