The Wall Street Journal reported that OpenAI missed internal targets for revenue and user growth, including a goal of one billion weekly ChatGPT users by the end of 2025. The company called the report "prime clickbait" and claimed it is "firing on all cylinders". However, the market wiped billions off companies such as Oracle, CoreWeave, SoftBank, and chip stocks. The issue is whether OpenAI's $600 billion in compute commitments can be justified when Anthropic has overtaken it in revenue. OpenAI’s CFO, Sarah Friar, has warned colleagues that if revenue growth does not accelerate, OpenAI could face difficulty funding its future compute agreements. The firm's annualised revenue stands at approximately $25 billion and its enterprise business accounts for more than 40% of total revenue.