OpenAI’s pre-IPO sprint just got a Silicon Valley veteran playbook: Sarah Friar’s appointment as CFO signals a pivot from moonshot R&D to unit-economics discipline, with a mandate to slash the $5B-plus annual burn rate while scaling the enterprise tier of ChatGPT to $1B ARR. Expect capex-heavy GPU clusters to be reined in, latency SLAs to tighten, and a push for multi-year contracts that lock in Fortune 500 customers before the lock-up clock starts. AI-assisted, human-reviewed.
