OpenAI CFO Sarah Friar: There's a massive 'capability overhang' in AI that's occurring

Summary

OpenAI CFO Sarah Friar speaks at Davos about the state of AI, highlighting a massive capability overhang between average users and power users. She discusses OpenAI's consumer and enterprise momentum, including 800 million ChatGPT users, 1 million businesses, and the shift toward agentic enterprise transformations. Friar also addresses Apple's Gemini/Siri deal, healthcare use cases, and BBVA's large-scale OpenAI deployment.

• Sarah Friar describes a massive AI capability overhang where power users extract far more value than average users.
• OpenAI has 800 million ChatGPT users, up over 3x year-over-year.
• OpenAI's enterprise business is growing fast, with 1 million businesses and a mix moving toward 50/50.
• The agentic enterprise is a key theme as companies move from chat deployments to full transformations.
• Healthcare AI use cases include biopsy second opinions and daily use by 66% of U.S. physicians.
• Friar says Apple's Gemini/Siri deal does not worry her because consumers go direct to ChatGPT.
• BBVA scaled OpenAI deployment from 10,000 to over 120,000 seats in call centers and credit screening.