
Consumers Drive Enterprise Sales
The company claims it has 800 million weekly ChatGPT users. When people already know the tool from home, companies adopt it faster – pilot projects are shorter, and employees don’t resist.
ChatGPT for Work currently has 7 million seats, which is a 40% increase in two months. The Enterprise version grew nine times year-over-year.
What Companies Actually Buy
OpenAI launched a tool called Company Knowledge that connects ChatGPT with Slack, SharePoint, or Google Drive. Another product, Codex, helps programmers write code – its usage increased tenfold since August. Cisco reportedly cut code review time in half.
For e-commerce, the integration with Shopify, Etsy, Walmart, and PayPal through the so-called Agentic Commerce Protocol is interesting. In practice, this means customers can shop directly through ChatGPT without redirecting to websites.
What’s the Actual Return
According to a Wharton study, 75% of companies report positive ROI from AI investment. Less than 5% report losses. Job portal Indeed saw a 20% increase in applications thanks to an AI feature. Retail chain Lowe’s put AI in 1,700 stores where it advises customers on projects.

Source: Wharton study
OpenAI is trying to convince companies that AI is no longer an experiment but a work tool. The question is whether it can maintain this growth pace – competition from Anthropic, Google, and Microsoft isn’t sleeping either.




