OpenAI's IPO at Risk as ChatGPT Growth Falters

ChatGPT's momentum has stalled at a critical juncture—uninstalls surged 413% year-over-year while Claude's growth outpaced it 11x. OpenAI faces an urgent credibility crisis as it pursues an IPO: the company missed internal revenue targets and leadership openly questions whether it can afford its computing infrastructure if growth doesn't accelerate. The shifting user behavior reveals that first-mover advantage in AI chatbots is rapidly eroding amid competitive pressure.