OpenAI CFO Sarah Friar holds investor meetings as company accelerates toward IPO

OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue

Enterprise revenue at OpenAI now exceeds consumer ($40B ARR, 32% monthly growth); companies ended tokenmaxxing to optimize cost-per-unit-of-intelligence. The shift signals market maturation, forcing vendors to compete on efficiency and cost instead of raw capability.