228 …OpenAI ChatGPT = Potential Horizontal Enterprise Platform? Note: We assume zero users in the launch month. Source: OpenAI announcements (12/23, 4/24, 9/24, 3/25), Bloomberg (4/24), Reuters (9/24), The Wall Street Journal (3/25) ChatGPT Enterprise – 8/23-3/25, per OpenAI, Bloomberg, Reuters, & The Wall Street Journal Since ChatGPT’s launch just nine months ago, we’ve seen teams adopt it in over 80% of Fortune 500 companies. We’ve heard from business leaders that they’d like a simple and safe way of deploying it in their organization. Early users of ChatGPT Enterprise…are redefining how they operate and are using ChatGPT to craft clearer communications, accelerate coding tasks, rapidly explore answers to complex business questions, assist with creative work, and much more. ChatGPT Enterprise removes all usage caps and performs up to two times faster [vs. ChatGPT Free]… …ChatGPT Enterprise also provides unlimited access to advanced data analysis, previously known as Code Interpreter. - ChatGPT Enterprise Release Statement, 8/23 Number of Business Users, MM Horizontal Enterprise Platform = SaaS Incumbents Or Large Language Model Challengers? 0 1 2 8/23 2/24 8/24 2/25 Number of ChatGPT Business Users (MM) (Includes Enterprise / Team / Education)