The Information's TITV OpenAI vs. Anthropic Enterprise War, OpenAI Ad Prices, Synthesia’s $4B Valuation | Jan 26, 2026
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Jan 26, 2026 
Anissa Gardizy, cloud reporter covering data-center finance and NVIDIA–CoreWeave ties. Victor Riparbelli, CEO of Synthesia building AI-native video at scale. Ann Gehan, e-commerce reporter on premium ChatGPT ad pricing. Kevin McLaughlin, enterprise reporter on OpenAI vs Anthropic enterprise battle. They discuss OpenAI’s enterprise push and branding, a $60 CPM ad pilot, Synthesia’s $4B raise and AI video vision, and NVIDIA’s CoreWeave investment.
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OpenAI's Enterprise Ambition
- OpenAI is formalizing an enterprise sales push to become a one-stop AI provider for businesses.
- The company aims to shift its revenue mix toward 50% enterprise by year-end to compete with Anthropic.
Anthropic's Enterprise Focus Pays Off
- Anthropic's revenue is heavily enterprise-focused, with ~80% from businesses.
- Enterprises prefer focused, predictable products emphasizing security and trust, which benefits Anthropic.
Coding Is The First Enterprise Battleground
- OpenAI is prioritizing Codex improvements to challenge Claude Code in AI-generated coding.
- The coding battle (Codex vs. Claude Code) will be a major enterprise battleground this year.