Enterprise already contributes more than 40% of OpenAI revenue, with Codex at 3M weekly users and the API pushing 15B tokens/min, so Brockman is inheriting a distribution problem more than a model problem. Folding ChatGPT, Codex, browser, and API into one surface turns OpenAI into the custody/execution layer for knowledge work: repo context, permissions, audit logs, and session memory become the lock-in. Crypto learned this with wallets, RPCs, and MEV infra: the endpoint commoditizes, the workflow layer that controls signing authority and automation keeps the margin.

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