Gate News message, April 26 — OpenAI and Anthropic have been recruiting senior executives and specialized engineers from major enterprise software companies including Salesforce, Snowflake, Datadog, and Palantir. Denise Dresser, former CEO of Slack under Salesforce, joined OpenAI as chief revenue officer, while Jennifer Majlessi, also from Salesforce, recently became OpenAI’s head of go-to-market. OpenAI has also quietly recruited forward-deployed engineers from Palantir, roles considered among the most specialized in the industry.
As of January, enterprise clients accounted for 40% of OpenAI’s business, with projections to reach 50% by year’s end, according to OpenAI CFO Sarah Friar. The company operates over 1 million business customers globally. In February, OpenAI launched Frontier, a system designed to create and run autonomous agents that can handle data and perform complex business tasks without human supervision, alongside an agent called Operator for office automation. The company also announced the Frontier Alliances program, partnering with consulting firms McKinsey, BCG, and Accenture to deploy AI agents across entire departments of major corporations.
Traditional software stocks have faced significant pressure. The iShares Expanded Tech-Software ETF declined nearly 20% year-to-date. ServiceNow fell over 20% through February, with an additional 4.39% drop on February 23. Palantir declined roughly 25% since January, and CrowdStrike fell 9.37% on the same day. In response, Oracle began laying off thousands of workers to shift resources toward AI cloud computing, while Meta and Microsoft have also reduced headcount in recent weeks.
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