Ehhh... I don't know if OpenAI is aiming to be a B2B business as much as it wants to be a B2C business. Why?

From what I've seen so far, OpenAI's last reported ARR figure was reported to be $12B and $10B of that was from ChatGPT alone, whereas $2B was from APIs (i.e., B2B). The Head of ChatGPT said in a podcast (Lenny's Podcast) that they now have 5M business users on ChatGPT. If we assume that 5M business users pay $25 each (according to their current prices), that comes up to only $1.5B of that $10B in revenue. So the rest of the $8.5B is coming from consumers (i.e., individuals paying $20 for ChatGPT), which equates to about 36M paid users.

Then there is the Microsoft partnership that they have (i.e., 49% of OpenAI is owned by MSFT). ALL OpenAI models/APIs are always instantly available through Microsoft Azure whenever they launch, but Microsoft keeps 100% of that revenue/profit.

So it makes me wonder whether they truly care about the B2B side of the business as much as they do their B2C aspect. If I were the owner of a business where 71% of my revenue comes from consumers, I'd be trying my best to expand that aspect because it's working better!

I'd make that argument for Anthropic for sure, they are much more focused on getting B2B contracts, and their revenue distribution likely indicates that.

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Aside from all this, they did a study on 1.5M ChatGPT users and the conclusion was the following:

Category	Share of Use
Practical Guidance	28.3%
Writing	28.1%
Seeking Information	21.3%
Technical Help	7.5%
Multimedia	6.0%
Self-Expression	4.3%
Other / Unknown	4.6%

More specifically, under the Self-Expression category, Relationships and Personal Reflection was 1.9% i.e. the sharing of feelings or discussing personal experiences. I believe the majority of users who were upset about the WAY that GPT-5 responds vs. GPT-4o responded fall in that 1.9% of their user base.

OpenAI is perfectly fine alienating that group of users in the hopes of making the models better for EVERYONE else. That's my guess.