Summary
CNBC's Kate Rooney reports that OpenAI chief revenue officer Denise Dresser is leaving after less than a year, the latest executive departure at the company. She notes OpenAI's enterprise business has doubled to more than 2 million businesses. Rooney also says Anthropic is ahead of OpenAI on the road to a public offering despite both having filed confidentially.
- Host notes the SOX semiconductor index rally is being driven by smaller names beyond NVIDIA.
- Kate Rooney reports OpenAI chief revenue officer Denise Dresser is leaving after less than a year.
- Dresser came from Salesforce and helped scale OpenAI's enterprise sales effort.
- OpenAI appoints Dolly Rogich, formerly with Wiz, to a leadership role.
- OpenAI says enterprise usage doubled to more than 2 million businesses.
- Recent OpenAI departures include COO Brad Lightcap and the company's CMO.
- Anthropic is reportedly ahead of OpenAI on the path to an IPO.
- Anthropic is said to be testing investor interest around a possible $2 trillion valuation.