GoKawiilThe System That Will Win Enterprise AI
As we start Q2, I want to begin where we always should: with our customers. I have been spending time with leaders across our largest enterprises, most influential startups, and key venture firms. The message is clear. People are excited about what we are building, and they want a deeper view into our roadmap so they can plan with confidence and stay ahead of the market.
Enterprise AI is entering a more mature phase. Raw capability still matters, but it is no longer enough. Customers want fit: how well AI plugs into their workflows, knowledge, controls, and day-to-day operations, and how effectively it can be deployed, trusted, and improved over time. They want a system they can trust and build on.
We are building that system: the best models for work, a platform for agents, deep integration with business context, and the ability to deploy and improve at scale. And customers are validating that direction in the clearest possible way. Multi-year, multi-product, nine-figure deals are rising, and existing customers are expanding as they standardize on our capabilities across more of their organizations.
I am incredibly proud of how this team is showing up. We are earning trust through the depth, quality, and care we bring to the work. The opportunity ahead is massive, and our biggest constraint right now is not demand. It is capacity. That is why talent remains a top priority in Q2. We will keep hiring deliberately, keep the bar high, and keep building a team that matches the excellence our customers expect from us and we expect from each other.
We have everything we need to extend our lead from here. We have the compute. We have the products. We have the customer pull. This is the moment to lean in and make the case, clearly and confidently, that OpenAI is the platform enterprises should trust to build, deploy, and scale with.
Here are five customer-backed priorities I want us to focus on.
1. Win the model layer for work
Enterprises buy business outcomes. They pay for models that help employees write faster, analyze better, code more productively, support customers more effectively, and make higher-quality decisions. They pay for higher revenue per employee, faster cycle times, lower support costs, and better execution.
Spud is an important step in the intelligence foundation for the next generation of work. Early feedback from our customers is very positive. Spud is not only our smartest model yet, but it also delivers on everything that matters for high-value professional work: stronger reasoning, better understanding of intent and dependencies, better follow-through and more reliable output in production.
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