Скачать или смотреть OpenAI's Secret Enterprise Strategy: ServiceNow Deal Explained

Everyone says foundation models are commoditizing and OpenAI is losing enterprise to Anthropic. But the ServiceNow deal reveals a completely different playbook.

In this video, I break down OpenAI's new enterprise strategy: co-development deals, revenue sharing, and why they're keeping their best tech proprietary.

CHAPTERS:
0:00 Introduction - The Commoditization Myth
0:36 The Two Narratives About OpenAI
1:27 Why Those Narratives Are Wrong
1:40 OpenAI's Recent History
2:38 Sarah Friar's Revenue Model Reveal
3:46 The Problem with Selling Tokens
4:56 OpenAI's New Engagement Model
5:03 ServiceNow Deal Breakdown
6:13 Voice AI and Computer Use Agents
7:51 Why ServiceNow Took the Deal
9:46 Why This Deal is Great for OpenAI
10:24 The Three Pillars of OpenAI's New Revenue Model
11:14 Pillar 1: Domain-Specific Foundation Models
12:06 Pillar 2: Co-Creating Apps with SaaS Companies
13:03 Pillar 3: Proprietary Tech as Tip of the Spear
14:26 OpenAI's Go-to-Market Org Transformation
16:16 Busting the Commoditization Narrative
18:35 Implications for SaaS Companies
19:00 Implications for Startups
20:06 The Bottom Line

KEY TAKEAWAYS:
OpenAI is moving from selling tokens to revenue-sharing partnerships
Voice AI and computer use agents require GPU infrastructure most SaaS companies lack
The "commoditization" narrative misses that OpenAI is entering the app layer directly
Sierra (voice AI startup) reportedly shopping for buyers - telling signal

RELATED:
OpenAI vs Anthropic enterprise comparison
ServiceNow AI strategy analysis
Why SaaS companies partner with AI labs

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