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Saved February 14, 2026
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OpenAI CEO Sam Altman announced that ChatGPT is experiencing over 10% monthly growth again, despite competition from Anthropic. The company plans to launch an updated Chat model soon and is testing ads within ChatGPT. OpenAI is also in discussions for a potential $100 billion funding round to support its expanding operations.
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OpenAI is feeling the pressure from its competitor Anthropic, which has been improving its coding tools. CEO Sam Altman informed employees that ChatGPT is once again experiencing over 10% monthly growth, with more than 800 million users weekly. OpenAI is set to release an updated Chat model soon. Despite this growth, Anthropic's Claude Code is gaining traction, prompting OpenAI to declare a βcode redβ back in December to refocus efforts on enhancing ChatGPT.
In a recent internal message, Altman highlighted a significant 50% growth in OpenAI's coding product, Codex, which directly competes with Claude Code. OpenAI launched a new version of Codex, GPT-5.3-Codex, and a dedicated app for Apple users. Altman described Codex's growth as "insane." Meanwhile, OpenAI plans to begin testing ads within ChatGPT, despite criticism from Anthropic for its advertising strategy. These ads will be clearly labeled and placed at the bottom of responses, and OpenAI expects them to contribute less than half of its long-term revenue.
OpenAI is also in the process of securing up to $100 billion in funding. Altman and CFO Sarah Friar are presenting the company's growth to investors, emphasizing its consumer base, enterprise business growth, and access to computing resources. They have shared internal data suggesting that Codex is taking market share from Claude Code. The upcoming funding round may include significant contributions from Microsoft, Nvidia, and Amazon, with potential additional funding from SoftBank. The details of this fundraising effort remain fluid and could evolve as discussions progress.
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