OpenAI 总裁 Greg Brockman 称公司 2027 年可做好 IPO 准备
OpenAI president Greg Brockman says company could be IPO ready in 2027
- 1OpenAI 总裁 Brockman 称公司 2027 年可做好 IPO 准备,表示对业务信心前所未有
- 2Brockman 称三季度年化收入环比增长 70%,归因于企业业务翻倍(本人口径)
- 3企业业务已成 OpenAI 收入主体,此前占比约 30%,近期与摩根大通达成合作
- 4Brockman 承认 2026 年一二季度艰难,并称此前在智能体编程领域无人讨论其 Codex
OpenAI 的增长叙事已从消费级公司转向企业服务商,IPO 时间表建立在企业收入成为主体的转变之上。
- 影响:企业客户将面对一个更投入企业市场的 OpenAI,其销售与交付资源向企业侧集中;与 Anthropic 在企业服务和智能体编程上的竞争升温,采购方比价与谈判空间扩大。
- 参考:可考虑把 OpenAI 与 Anthropic 的企业方案纳入同一选型清单,按自身场景测算成本;值得在合同中写明服务承诺与路线图,利用厂商竞争期锁定条款。
- 依据:70% 增长、企业收入翻倍与 IPO 时间表均出自 Brockman 在华尔街日报会议上的自述,属单方口径,暂无独立财报验证。
OpenAI co-founder and president Greg Brockman said the company would be ready for an IPO in 2027, noting that its enterprise revenue has been growing. Speaking at a Wall Street Journal tech conference on Wednesday, the executive touted how the company had been gaining ground in the enterprise market, where rival Anthropic had already successfully made inroads.
In response to the interviewer’s question about being IPO-ready next year, Brockman replied, “I think so. Yes.”
“We’ve been very clear this year that we want to go public when we feel is the right time for us, and I feel extremely good about the business. I feel like we’ve made so much progress this year, and I’ve honestly never felt more confident in what we’re doing,” Brockman said.
He detailed how OpenAI’s trajectory as an enterprise had changed over the course of 2026, noting that the first and second quarters were “pretty rough.” He also admitted that OpenAI “wasn’t even in the conversation” when it came to agentic coding — an area where Anthropic’s Claude Code has gained market share.
“We had Codex, but no one was talking about it,” Brockman continued, “and I think that we just kept our heads down and executed.”
By the third quarter, activity picked up, as OpenAI saw 70% quarterly growth in its annualized revenue — something Brockman attributed to the enterprise side of the business doubling. He explained that the growth wasn’t simply the result of something that happened in the quarter itself, but rather the culmination of investments the company had been making up to that point.
Now, the majority of OpenAI’s revenue is coming from the enterprise business, which previously accounted for only around 30% of its total revenue.
“And it’s not that consumer [revenue has shrunk]…It’s been growing, but it’s the enterprise segment has really taken off,” he said, pointing to a recent partnership with J.P. Morgan Chase as one example of the type of client it’s now winning deals with.
Brockman also spoke more broadly about the lessons OpenAI learned from selling into the enterprise market as well. He said the company had come to understand that its job was to help businesses identify the most important milestones they could achieve with its AI technology, build trust with clients, and demonstrate that it was a reliable partner for the long haul.
“A year ago, we weren’t even really in the enterprise game, right? We were really perceived as a consumer company, and a lot of the companies we’d start talking to would say, ‘Is OpenAI really committed to the enterprise?’, Brockman said. “But it’s so different today.”
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来源:TechCrunch · AI · techcrunch.com