Anthropic and Google brought the fight to OpenAI almost simultaneously on Wednesday, on the consumer and enterprise sides respectively.
And Sam Altman didn't seem happy about it.
In its Q4 2025 earnings call, Google dwelled on its success with Gemini. In December, one analyst predicted Google's increasing market share might force OpenAI to cut back on its huge capital investment plans.
CEO Sundar Pichai said Google had sold more than eight million paid seats of Gemini Enterprise in the four months since its launch.
In November, OpenAI declared it had "the fastest-growing business platform in history" – with seven million seats for ChatGPT for Work. Not all of those seats are enterprise, with smaller team subscriptions bundled into the "for work" designation.
