Frank Downing(@downingARK):OpenAI's active agent users continue to climb, now at 20 million. CNBC reporting that OpenAI's run rate revenue has grown 35% quarter to date, with enterprise revenue up over 50%. Agent users are only 2% penetrated against the ~1 billion active user base of ChatGPT.

Frank Downing

@downingARK

Director of Research, AI & Cloud @ARKinvest Disclosure:

Joined April 2021

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Frank Downing@downingARK

2026.08.19 20:02

OpenAI's active agent users continue to climb, now at 20 million. CNBC reporting that OpenAI's run rate revenue has grown 35% quarter to date, with enterprise revenue up over 50%. Agent users are only 2% penetrated against the ~1 billion active user base of ChatGPT.