OpenAI is narrowing its focus on things that make money
· Axios
OpenAI spent the last year trying to be everything — a video platform, a shopping portal, even a purveyor of AI erotica.
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- Now it's racing to become a thing that makes money.
Why it matters: OpenAI is retreating from risky consumer features like adult content while prioritizing business tools and revenue growth — just as competition from Anthropic intensifies.
- Business customers present the clearest revenue models. Those users want to generate text and build an army of agents to 10x the productivity of everyone left on their staff, not engage in erotic chatbot play.
Catch up quick: OpenAI CEO Sam Altman announced the proposed erotica feature last October amid reports of declining time spent on ChatGPT.
- But it ran into technical problems in testing, including trouble removing references to bestiality and incest, according to The Financial Times.
State of play: This is the third consumer retreat in days. OpenAI also:
- Killed Sora, the AI video app that went viral after its September launch.
- Scaled back Instant Checkout — its in-chat shopping feature — and is moving away from handling purchases.
- Another blow, though not necessarily OpenAI's choice: Bloomberg reported Thursday that Apple now plans to let rival chatbots — including Claude and Gemini — integrate with Siri on iPhones.
OpenAI started as a research lab, so it's no surprise they had lots of other irons in the fire, like a web browser, music generation, a wearable AI pin, a smart speaker, smart glasses.
- OpenAI says the company is doubling down on what's working, avoiding distractions and seizing the moment.
Yes, but: OpenAI isn't giving up on the consumer and the consumer hasn't given up on ChatGPT, despite the hype around Claude.
- ChatGPT still has 900 million weekly active users and 50 million consumer subscribers.
Between the lines: All signs point to OpenAI clearing the decks for an IPO and trying to turn those millions of active users into paying customers.
- "ChatGPT is where people start with AI," OpenAI said in a blog post last month, announcing $110 billion in new investment to "bring frontier AI to more people, more businesses, and more communities worldwide."
- On Tuesday — the same day it killed Sora — OpenAI published its updated Model Spec, the 100-page document that governs how ChatGPT behaves, a similar document to the one that Anthropic has been regularly updating for Claude.
- The company framed its mission around "democratized access" to AI in health, science, education and work, a vision statement conspicuously scrubbed of anything resembling consumer entertainment.
What they're saying: Nixing spicy ChatGPT seems to please everyone (except those hoping to use it).
- "Public pressure regarding AI's impact on child safety and mental health [has] been increasing continuously since OpenAI initially announced their plans to allow adult content," Jessica Ji, senior research analyst at the Center for Security and Emerging Technology, told Axios.
- "I would look at it first as simply a pure business decision, much like their decision to shut down the Sora video generation project," Gus Hurwitz, senior fellow and academic director of the Center for Technology Innovation & Competition at the University of Pennsylvania Carey Law School, told Axios.
- "This is not the time when a company wants to spook potential investors with legal, regulatory, or political uncertainty," Hurwitz said.