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OpenAI’s Brockman calls first half “pretty rough”

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Greg Brockman, OpenAI’s president, said Wednesday at the WSJ Tech conference that the first half was “pretty rough,” with Anthropic pulling ahead with business customers. That’s his account from a conference stage. The latest outside figure, per the Financial Times, put OpenAI’s run rate at roughly $50 billion in September against Anthropic’s $65 billion.

Brockman said OpenAI’s agentic coding tools only caught on in the third quarter, when enterprise overtook consumer as the company’s biggest revenue driver, and he cited a “revenue inflection” in Q3. Before that, The Wall Street Journal reported, second-quarter revenue grew 18% to $6.7 billion.

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