Since its debut, GPT-5 has more than doubled coding and agent-building activity and driven an eight-fold jump in reasoning workloads.
OpenAI's GPT-5 has more than doubled coding and agent-building activity since its debut and driven an eightfold jump in reasoning workloads.
Still, the economics are brutal. The models are expensive to run, and both OpenAI and Anthropic are spending big to lock in customers, with OpenAI on track to burn $8 billion this year.CoreWeave tanks 20% after posting wider-than-expected loss ahead of lock-up expirationGPT-5 is significantly cheaper than Anthropic's top-end Claude Opus 4.1 — by a factor of seven and a half, in some cases — but OpenAI is spending huge amounts on infrastructure to sustain that edge.
As of June, enterprise makes up about 80% of its revenue, with annualized revenue growing 17x year-over-year, said a person familiar with the matter who requested anonymity in order to discuss company data. The company added $3 billion in revenue in just the past six months — including $1 billion in June alone — and has already signed triple the number of eight- and nine-figure deals this year compared to all of 2024, the person said.
GPT-5's traction over the past week shows how quickly loyalties can shift when performance and price tip in OpenAI's favor.GPT-5 against top-tier models including Gemini 2.5, Claude Sonnet 4, and Grok 4, and said in a blog post that it led in catching coding mistakes. Grinberg added that GPT-5 integrates well with their multi-agent platform: "It just plays very nicely with a lot of these high-level details that we're managing at the same time as the low-level implementation details.""Pricing is mostly what our end users care about," said Grinberg, adding that cheaper inference now makes customers more comfortable experimenting.
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