OpenAI CFO tells staff: IPO by 2027 at the latest, don't worry if Anthropic goes first

消息称 OpenAI 首席财务官告知员工：公司最迟将于 2027 年上市

OpenAI CFO Sarah Friar told staff the company will go public by 2027, possibly sooner if business stays strong. She framed the IPO as just another funding milestone, noting the $122B raised in March gives them plenty of runway. OpenAI filed confidentially in June; Anthropic did the same and may go public as early as September. Friar told employees not to worry about Anthropic moving first. She shared internal metrics: overall annualized revenue up 35% this quarter, enterprise up 50%, and weekly active users for coding and office products surpassed 20M. Q2 revenue hit $6.7B, up 18% quarter-over-quarter. The upbeat talk comes amid a wave of executive departures—the revenue lead left after 8 months, and the product head stepped down in July—raising investor concerns about leadership stability.

Why it matters: OpenAI's CFO explicitly set an IPO timeline in an all-hands for the first time, with internal revenue metrics disclosed. Not scored higher because it's a single-source leak and the timeline remains flexible.