TechFlow News, May 3: OpenAI CFO Sarah Friar privately recommended delaying the company’s IPO to 2027, citing that it has yet to meet public-company financial reporting standards. In contrast, CEO Sam Altman aims to advance the IPO as soon as possible in Q4 2026. Sources familiar with the matter indicate a divergence between the two executives on the timing of the listing. Data shows OpenAI’s growth is decelerating: ChatGPT’s weekly active users rose from 800 million in December 2025 to 900 million in February 2026—still short of the previously set target of 1 billion. Meanwhile, the company’s annualized revenue stands at approximately $25 billion, while rival Anthropic has already surpassed $30 billion. Concurrently, OpenAI has adjusted its compute investment plan, and internal discussions are underway regarding the alignment of future expenditures with revenue generation. Investment banks opine that the first company to go public will gain a capital advantage within the industry; OpenAI, however, has not yet initiated its formal IPO process.
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