Squawk Pod Davos 2026: OpenAI CFO Sarah Friar 1/21/26
Jan 21, 2026
Sarah Friar, the CFO of OpenAI, shares her insights live from Davos, where she outlines the booming potential of AI in both consumer and enterprise sectors. She highlights the rapid growth of ChatGPT, the importance of user trust in advertising, and how AI can revolutionize healthcare by supporting professionals in underserved areas. Friar discusses balancing revenues from consumer and enterprise markets, and provides a peek into OpenAI's financial health while addressing competition with other AI models.
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Agentic AI Is The Next Phase
- AI is moving from simple queries to agentic assistants that perform tasks for consumers and enterprises.
- Consumer and enterprise growth are symbiotic and both are required to close the capability gap.
ChatGPT's Explosive Consumer Growth
- Sarah Friar describes rapid consumer adoption: ChatGPT grew from under 300 million to 800 million users in a year.
- She says users come directly to ChatGPT and use it deeply, not just for simple searches.
Enterprise Deployments Build Loyalty
- OpenAI's enterprise business is scaling fast, moving beyond pilots into large deployments and transformation.
- Deep enterprise integration creates loyalty because customers receive clear, measurable value.