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OpenAI chief financial officer Sarah Friar has dismissed concerns about missed internal targets, saying the company is “beating” its overall plan and experiencing a “vertical wall of demand” for its products, even as rapid growth strains computing capacity. Friar acknowledged that ambitious internal “stretch goals” may not always be met but said strong user growth, including rising adoption of tools like Codex, underscores continued momentum, with constraints largely driven by limited data center and chip capacity rather than weak demand. The comments follow reports questioning OpenAI’s ability to meet revenue and user targets, though the company highlighted ongoing expansion, including $2bn in monthly revenue, while continuing to invest heavily in infrastructure amid intensifying competition from rivals such as Google and Anthropic.
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