Berber Jin, reporting for The Wall Street Journal (Apple News+): OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its massive spending on data centers. Chief Financial Officer Sarah Friar has told other company leaders that she is worried the company might not be able to pay for future computing contracts if revenue doesn’t grow fast enough, according to people familiar with the matter. OpenAI is burning through tokens and compute to compete with Anthropic, which has had a stronghold over the coding and business markets for many months now. It started with a complete revamp of Codex through the new GPT-5.3, GPT-5.4, and GPT-5.5 models, which aim to compete with Anthropic’s Claude Opus models. It launched the new Codex desktop app for macOS and Windows and has been aggressively adding features, including a best-in-class native computer use tool, a system-wide dictation…
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