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OpenAI is coming for those sweet enterprise dollars; plus, Anduril expanding to Long Beach

Jan 23, 2026
OpenAI taps Barrett Zoph to ramp up enterprise sales and reclaim market share. Discussion covers shifting enterprise LLM usage among Anthropic, Google Gemini, and OpenAI. Anduril unveils plans for a million-square-foot Long Beach campus and thousands of new R&D and office jobs. There is talk of autonomous fighter jet ambitions and where manufacturing will be located.
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INSIGHT

OpenAI Shifts Focus To Win Back Enterprise

  • OpenAI is refocusing on enterprise after losing market share to rivals like Anthropic and Google.
  • Appointing Barrett Zoph to lead enterprise signals a strategic push to regain business customers.
ANECDOTE

Barrett Zoph's Return And New Role

  • Barrett Zoph recently returned to OpenAI after co-founding Thinking Machine Labs where he served as CTO.
  • Zoph previously led post-training inference at OpenAI and now will lead enterprise sales efforts.
INSIGHT

Early Lead Didn’t Secure Enterprise Dominance

  • Despite launching ChatGPT Enterprise early, OpenAI's enterprise usage fell from 50% to 27% amid rivals' gains.
  • Market-share shifts highlight how early product lead doesn't guarantee sustained enterprise dominance.
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