# ChatGPT周活跃用户接近10亿但增长放缓，OpenAI面临财务压力和竞争，企业业务成关键收入来源

- 来源：Chubby
- 发布时间：2026-07-29 19:17
- AIWatch 分数：64
- AIWatch 标记：未精选
- AIWatch 链接：https://aiwatch.icu/events/evt_01kyptmq498n4b863079brkww0
- 原文链接：https://x.com/kimmonismus/status/2082425151170224181

## 精选理由

常规快讯，保留列表

## AI 摘要

ChatGPT周活跃用户接近10亿但增长放缓，OpenAI面临财务压力和竞争，企业业务成关键收入来源。

## 正文

According to The Information:

- ChatGPT is approaching 1 billion weekly users less than four years after launch
- the milestone is arriving seven months later than OpenAI originally targeted
- growth slowed following the troubled GPT-5 launch and increasing competition from Gemini and Claude
- more than 50 million people now pay for ChatGPT, equivalent to roughly 5% of its weekly user base (same as before)
- enterprise customers already generate more than 40% of OpenAI’s revenue, with the company expecting that share to reach 50% this year (looking at you, anthropic)
- ChatGPT is projected to generate $25 billion in revenue this year
- OpenAI nevertheless projected that it could burn roughly $25 billion in cash across the company
- its adjusted operating margin was reportedly negative 122% in the first quarter
- Anthropic has reportedly overtaken OpenAI in revenue, driven largely by its enterprise business

(another reset incoming, @thsottiaux ?)