Thought Leadership
OpenAI CEO Sam Altman proposes global regulatory body for artificial intelligence, while ChatGPT continues to lose market share to competitors.
Sam Altman is calling for the creation of a global governance body to oversee artificial intelligence. In an opinion piece published in the Financial Times, the OpenAI chief argues for a US-led international framework designed to enforce unified safety standards and reduce unchecked commercial pressure in AI development.
Altman proposes an institutional model inspired by global aviation standards and the International Atomic Energy Agency. According to him, such a body should establish accepted rules, provide independent expert assessments of AI capabilities and risks, and make compliant technologies available to participating countries and companies.
“A US-led international forum that sets accepted standards, provides expert and unbiased analysis of capabilities and risks, and makes the technology available to nations and companies that participate and follow the rules.”
Sam Altman, CEO at OpenAi
In parallel, reports suggest that OpenAI has floated the idea of granting a five percent stake to the Trump administration, signaling ongoing political engagement around AI governance in the US.
Anthropic and Google erode OpenAI’s market lead
Once the clear frontrunner in generative AI, OpenAI is now facing intensifying competition from players such as Google and Anthropic.
Data from market research firm Similarweb indicates that monthly traffic to ChatGPT fell below a majority share of the overall generative AI market in May for the first time. Meanwhile, data from financial services provider Ramp shows Anthropic surpassing OpenAI in business subscription growth during the same period.
Financial projections further underline the shifting dynamics. OpenAI estimates its annualized revenue at between $25 billion and $33 billion. Anthropic, meanwhile, has projected revenue of around $47 billion and expects to reach profitability by 2029—one year ahead of OpenAI’s own forecast.
AI gains yet to translate into broad economic impact
Outside the technology sector, productivity gains from AI adoption remain uneven. Analysts at Apollo Global Management note that industries such as healthcare, banking, logistics, and the public sector are integrating AI at a significantly slower pace than software companies.
This lag raises concerns that enterprise customers may eventually reduce AI-related spending if expected efficiency gains fail to materialize. Such a scenario could pressure revenue models of major cloud infrastructure providers, particularly if the cost of AI model usage continues to decline toward near-zero levels.
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