In a nutshell: OpenAI CEO Altman calls for global AI oversight modeled on aviation and the IAEA, while his platform cedes usage share to Anthropic and Google.
Sam Altman, founder of OpenAI, advocates in the Financial Times for an international, US-led body to establish unified AI safety standards. At the same time, OpenAI is losing market share to competitors such as Anthropic and Google.
Sam Altman has proposed an international regulatory framework for AI oversight to be led by the United States. This body would be tasked with establishing accepted standards, providing impartial analysis of capabilities and risks, and making technology accessible to participating nations and companies that comply with agreed rules. As models, Altman cited international standards in aviation and the International Atomic Energy Agency.
For Chief Data Officers and Compliance Officers, this is relevant because Altman’s proposal represents an alternative to the currently fragmented regulatory landscape. While the EU is pursuing its own path with the EU AI Act, a US-led regulatory body would harmonize regulatory requirements internationally—but could also lead to conflicts between supranational standards. This has direct implications for governance strategies and risk-compliance processes in enterprises.
At the same time, OpenAI is facing economic pressure. According to Similarweb data, ChatGPT’s monthly traffic fell below 50 percent of the overall generative AI market for the first time in May. Anthropic has overtaken OpenAI in business subscriptions in May, according to financial services firm Ramp, and is projecting annualized revenue of 47 billion US dollars for 2025, while OpenAI is expecting 25 to 33 billion US dollars. Anthropic also expects profitability by 2029—a year ahead of OpenAI.
Moreover, analysis by Apollo Global Management shows that AI investments in traditional sectors such as healthcare, banking, logistics, and public administration are generating measurable returns significantly more slowly than in the software industry. This carries the risk that enterprise customers will reduce their AI budgets if economic benefit fails to materialize. Should AI model costs approach zero, this could put pressure on the revenue models of major cloud infrastructure providers.
Source: www.it-daily.net · Published 3 July 2026
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