OpenAI CFO highlights cybersecurity as key growth area amid AI demand
She noted that the company’s business is evenly split between consumer and enterprise segments, with revenue coming from subscriptions and usage-based services. Friar did not provide revenue forecasts but emphasized that cybersecurity could become a significant revenue stream as AI adoption accelerates.
Key points
- OpenAI CFO Sarah Friar calls cybersecurity a potential major growth driver for the company
- OpenAI holds back next-gen model for safety and alignment, not compute shift
Friar also addressed concerns about AI returns, citing Cisco engineers who reportedly save 1,500 hours per month due to AI tools. She reiterated that OpenAI is delaying the release of a next-generation model to focus on safety and alignment, though compute spending remains focused on frontier research and customer demand. However, EU firms still represent only 10% of the top 10% of global users by output tokens per active user.
OpenAI CFO Sarah Friar Sees Cybersecurity As Potential 'Big Driver' Of Business Amid Rising AI Demand
stocktwits.com · 14 October 2026
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