Last week, inside the glass-and-blond-wood headquarters OpenAI opened in San Francisco's Mission Bay, Fidji Simo told the company's entire staff to stop chasing distractions. "We cannot miss this moment because we are distracted by side quests," the company's CEO of applications said in an all-hands meeting, according to remarks reviewed by The Wall Street Journal. Top leaders including Sam Altman and chief research officer Mark Chen were "actively looking at which areas to deprioritize." The changes would arrive within weeks.
The language was revealing. Not "refine." Not "iterate." Deprioritize. A company valued at more than half a trillion dollars was admitting, in the bluntest internal language available, that it had been doing the wrong things.
But here is the problem OpenAI cannot restructure its way out of: the customers it needs most have already made their choice. According to the Ramp March 2026 AI Index, which tracks corporate credit card spending across more than 50,000 businesses, Anthropic now wins approximately 70% of new enterprise deals in head-to-head matchups against OpenAI. A year ago, one in 25 businesses on Ramp's platform paid for Anthropic. Today it is nearly one in four. OpenAI's business adoption rate just recorded its largest single-month decline.
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