As of 30 November 2025, OpenAI’s current revenue mix still appears to be dominated by subscriptions to ChatGPT rather than by a B2B app‑platform model, but the company is clearly pushing harder into B2B, so it’s too early to judge the long‑term claim.

Key evidence:

• Multiple analyses report that the majority of OpenAI’s revenue comes from ChatGPT subscriptions (Plus, Team, Enterprise). One strategy analysis notes that product subscriptions (ChatGPT Plus/Team/Enterprise) make up the bulk of revenue, while API usage is a smaller portion. (deepstarstrategic.com) An essay summarizing reporting from The Information similarly estimates that over 70% of OpenAI’s revenue comes from premium ChatGPT access. (johncandeto.com) A Financial Times piece from mid‑2025 says OpenAI’s ARR nearly doubled to $10B, driven largely by demand for ChatGPT subscriptions, again underscoring subscription‑centric economics. (ft.com) Reuters, citing The Information, also frames OpenAI’s long‑term projections in terms of hundreds of millions of paying ChatGPT subscribers by 2030, positioning ChatGPT as one of the world’s largest subscription services. (reuters.com) Collectively, this suggests that, so far, the primary business model has not moved away from subscription access to ChatGPT.
• At the same time, OpenAI is clearly intensifying its B2B focus: it has a dedicated "Growth & GTM Strategy – B2B Monetization" team tasked with shaping commercial strategy across B2B channels, including pricing, packaging, and enterprise GTM. (openai.com) There are also large‑scale enterprise and platform deals (e.g., PwC‑sold enterprise offerings, Intuit’s multiyear strategic partnership, and a $100M+ agents/AI‑services partnership with Databricks) that are explicitly about monetizing business use and embedding OpenAI models into other companies’ products. (johncandeto.com) These moves support the directional part of the prediction (“move in more of a B2B direction”).
• Regarding “monetizing all the apps that are built on top of it”: OpenAI launched the GPT Store in January 2024, allowing third parties to create and publish custom GPTs and introducing a builder revenue program where creators are paid based on engagement. (openai.com) This is indeed a platform for apps built on top of OpenAI models, but available reporting focuses on it as an additional ecosystem and creator‑payout mechanism; there is no strong evidence that OpenAI’s main revenue now comes from taking a cut of third‑party apps, as opposed to continuing to monetize via ChatGPT subscriptions (consumer and business tiers) and direct API/enterprise contracts.

Putting this together:

• Parts that are directionally supported: OpenAI has moved more into B2B (enterprise tiers, big corporate partnerships, dedicated B2B monetization org). That aligns with the prediction’s general direction of a stronger B2B focus.
• Parts not yet observed: Available data indicates that ChatGPT subscriptions (a mix of B2C and seat‑based B2B) still account for the majority of revenue, so we do not yet see a clear shift of the primary business model away from subscription access. Nor is there evidence that revenue from monetizing third‑party apps built on top of OpenAI (via the GPT Store, etc.) has become the main business model.
• Time horizon: The prediction is explicitly framed as a long‑term, “over time” shift. Given that only ~18 months have passed since the May 2024 podcast and OpenAI is still rapidly evolving, the current evidence doesn’t conclusively validate or falsify a long‑run business‑model change.

Because (1) the core business is still subscription‑centric today, but (2) OpenAI is clearly moving more deeply into B2B and platform plays, and (3) the prediction is explicitly long‑term, the fairest judgment as of late 2025 is that it’s too early to tell whether Sacks’s full prediction will ultimately be correct.