Kate Rooney|Sep 08, 2026 20:06
OpenAI CFO Sarah Friar took the mainstage at Goldman Sachs conference in SF this morning ☀️
Packed house with bankers and investors .. with two overflow rooms. Friar said enterprise business is "on a tear." Also confirmed ARR up 20% from June --> July, enterprise grew 32% in that time frame.
Ad business was the fastest growing business in OpenAI history to top $1B in ARR
@thefriley said OpenAI will "continue to lean in" on compute(Kate Rooney)
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