Summary
CNBC's Kate Rooney reports on OpenAI's GPT-5.6, which CEO Sam Altman claims is 54% more token efficient than rivals, aiming to address enterprise cost concerns and competition from cheaper Chinese models. She also shares Sensor Tower data showing Anthropic leads enterprise AI with $2.76 revenue per user, up from $0.50 a year ago, versus OpenAI's $1.75, underscoring the profitability of coding and the enterprise battle.
- OpenAI rolls out GPT-5.6, claiming 54% better token efficiency versus rivals to combat cost-driven churn.
- ChatGPT's consumer market share has slipped to 46% from 61%, with rivals gaining ground.
- Anthropic is the enterprise leader with $2.76 average revenue per user, a sharp increase from $0.50 a year ago.
- OpenAI's enterprise revenue per user is about $1.75, trailing Anthropic significantly.
- Coding is highlighted as the key driver of enterprise AI profitability.
- Efficiency and enterprise monetization are now the central competitive dynamics in large language models.