OpenAI and Anthropic Have a New Threat to Worry About—and It Isn’t China
A little-known American AI startup is looking to steal frontier AI companies’ bread and butter by letting enterprise customers build their own custom AI models. OpenAI’s and Anthropic’s business models largely revolve around selling AI to business customers, via APIs and enterprise subscriptions. OpenAI CFO Sarah Friar reportedly told investors in an August closed-door meeting that while the startup’s revenue had historically been approximately split 60/40 in favor of individual customers, that ratio had recently reversed: “The majority of our revenue is now enterprise,” Friar said, according to CNBC.
- ▪A little-known American AI startup is looking to steal frontier AI companies’ bread and butter by letting enterprise customers build their own custom AI models.
- ▪OpenAI’s and Anthropic’s business models largely revolve around selling AI to business customers, via APIs and enterprise subscriptions.
- ▪OpenAI CFO Sarah Friar reportedly told investors in an August closed-door meeting that while the startup’s revenue had historically been approximately split 60/40 in favor of individual customers, that ratio had recently reversed: “The majo
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Story provenance
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Record
| Original publisher | Gizmodo |
| Canonical URL | https://gizmodo.com/openai-and-anthropic-have-a-new-threat-to-worry-about-and-it-isnt-china-2000821705 |
| Publication time | Mon, 05 Oct 2026 16:30:51 +0000 |
| Retrieval time | 2026-10-05T16:32:39.051Z |
| Last seen | 2026-10-05T16:32:39.051Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | 1I8iAKv0vs1l · 2 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
A little-known American AI startup is looking to steal frontier AI companies’ bread and butter by letting enterprise customers build their own custom AI models. OpenAI’s and Anthropic’s business models largely revolve around selling AI to business customers, via APIs and enterprise subscriptions. OpenAI CFO Sarah Friar reportedly told investors in an August closed-door meeting that while the startup’s revenue had historically been approximately split 60/40 in favor of individual customers, that ratio had recently reversed: “The majority of our revenue is now enterprise,” Friar said, according to CNBC. In February, Anthropic said it had more than 500 business customers who spent more than $1 million annually on API usage or Claude subscriptions.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Gizmodo.
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