OpenAI is underperforming relative to its own expectations

OpenAI is under pressure after reportedly missing internal targets for weekly users and revenue.

Rising compute and infrastructure costs are forcing fresh scrutiny of the company’s aggressive expansion plans.

CFO Sarah Friar and some board members are said to be questioning new capacity commitments as Sam Altman pushes growth.

Competition from Google Gemini and Anthropic is weighing on key products, adding to organizational and legal uncertainty ahead of a possible IPO.