AI race moves into 'API' usage phase

Watch on YouTube ↗  |  January 23, 2026 at 19:22  |  1:57  |  CNBC
Speakers
Deirdre Bosa — Anchor/Reporter, CNBC Tech Check

Summary

CNBC's Deirdre Bosa reports that the AI race is shifting from consumer chatbot usage toward API usage and enterprise/developer back-end integrations. OpenAI, Google, and Anthropic charge for API access, and OpenAI's CFO has floated a value-exchange model where OpenAI shares in customers' AI-aided discoveries. The report also raises unresolved questions about AI economics, input ownership, and how revenue-share mechanics would work.

  • AI competition is moving from chatbot prompts to API usage.
  • API usage lets enterprises and developers integrate models like ChatGPT, Gemini, and Claude.
  • OpenAI, Google, and Anthropic charge for API usage, supporting enterprise revenue.
  • OpenAI's CFO floated a value-exchange model for AI-aided discoveries.
  • Critics see irony in OpenAI scraping copyrighted data and then seeking value share.
  • Supporters view value exchange as a way to fund frontier technology at scale.
  • Questions remain about input ownership, outcome payouts, and execution.
  • The report highlights pressure on AI business models after recent ads and value-share talk.
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