December 12, 2025

New OpenAI Data: The Billion $ AI Opportunity

AI at work is expanding what roles can do. Capability now matters more than productivity as organizations scale AI.
Daan van Rossum
By
Daan van Rossum
Founder & CEO

OpenAI: AI at Work Is Expanding Human Capability

Presented by

For the past two years, enterprise AI has largely been framed as a productivity story. How much time can be saved. How many tasks can be automated. How quickly costs can be reduced.

The new State of Enterprise AI report from OpenAI shows why that framing is now incomplete.

Based on aggregated enterprise usage data and a survey of 9,000 workers, the report captures what is actually happening inside organizations as AI moves from experimentation into daily work. Weekly enterprise usage has grown 8× year over year. Reasoning token consumption per organization is up 320×. Custom GPTs and workflow projects now account for roughly 1 in 5 enterprise messages.

OpenAI frames this moment as the shift from experimentation to scaled use cases. What the data ultimately reveals is something more fundamental: a rapid expansion of what people inside organizations are capable of doing.

But the most important signal in the data is not speed. It is scope.

According to ​OpenAI’s deployment and adoption teams​, 75% of enterprise workers say AI enables them to complete tasks they previously could not perform. These include activities that once sat firmly outside many roles, such as programming support, code review, spreadsheet automation, technical troubleshooting, and building internal tools.

This is not incremental productivity. It is a shift in what roles are capable of doing.

Four forces define this capability-first phase of enterprise AI.

1. AI is Breaking Role Boundaries Across the Enterprise

The OpenAI data shows that AI is no longer confined to technical specialists.

Coding-related messages from non-technical roles are up 36% in just six months. HR teams report improved employee engagement. Marketing and product teams report faster campaign execution. IT teams resolve issues more quickly. Engineers ship code faster.

This breadth matters. It shows that AI is expanding horizontally across the organization, not just vertically within a few expert teams.

When people can perform tasks they previously depended on other functions for, work moves closer to the source of judgment. Bottlenecks ease. Decision cycles shorten. Organizations become less dependent on handoffs and queues.

Capability expansion changes the shape of work itself. Capacity gains follow, but only because roles have first stretched to include new skills.

This is why focusing only on time savings misses the point. If roles do not expand, organizations simply do the same work faster. If roles expand, organizations change how work gets done.

2. Depth of Capability, not Frequency of Use, Determines Impact

The report also makes clear that not all AI use is equal.

Workers who report saving more than 10 hours per week are not just using AI more often. They are using it more deeply. This group consumes 8× more advanced AI capabilities than those who report no time savings. They engage across a wider range of tasks, from analysis and coding to workflow automation and synthesis.

The same pattern appears at the firm level. Frontier organizations generate roughly 2× more AI messages per seat than the median enterprise and 7× more messages to advanced GPT workflows. These firms are not experimenting in pockets. They are standardizing capability.

Custom GPTs and Projects play a central role here. By embedding instructions, knowledge, and actions into shared tools, organizations make expanded capabilities repeatable and transferable. What one team learns does not stay local. It becomes infrastructure.

Yet many organizations are still leaving capability on the table. A meaningful share of active enterprise users have never used data analysis or reasoning features at all. This is not a technology constraint. It is a learning and enablement gap.

As behavioral scientist Stefano Puntoni has noted, productivity gains are real, but they are only the starting point. The deeper shift lies in how skills, roles, and expectations evolve once AI becomes part of everyday work.

3. Leadership is Shifting from Efficiency to Enablement

As AI absorbs predictable and repeatable tasks, the nature of leadership changes.

Managers spend less time coordinating execution and more time shaping it. Judgment, sensemaking, workflow design, and coaching move to the foreground.

OpenAI notes that the primary constraint for organizations is no longer model performance or tooling, but organizational readiness. In practice, readiness now means capability: skills, confidence, and the ability to redesign work at scale.

The most advanced organizations treat AI enablement as infrastructure. They invest in training, governance, and change management not to promote adoption, but to expand capability safely and consistently.

Leaders do not need to be technologists. But they do need AI fluency and Workflow literacy. Leaders who use AI in their own work model curiosity, reduce fear, and help teams move from assistance to autonomy.

This shift is global. International enterprise AI usage has grown more than 70% in six months. Australia, Brazil, the Netherlands, and France are among the fastest growing markets. Healthcare and manufacturing are now some of the fastest adopting sectors.

4. The Gap Between AI Leaders and Laggards is Widening

Leading firms are not just using AI more frequently, but are also achieving significantly deeper organizational integration and workflow standardization, treating AI as a core organizational capability rather than simply a productivity tool.

This depth of integration is directly correlated with organizational strength and financial outcomes.

BCG research shows that firms identified as AI leaders achieved significant financial outperformance over three years, including 1.7x revenue growth, 3.6x greater total shareholder return, and 1.6x EBIT margin.

And as I've mentioned countless times, this isn't a technology story: the primary constraint to scaling AI isn't the models or tools, but organizational readiness.

The Bottom Line: Build Capability First, Capacity Follows

Across organizations making real progress, the same behaviors appear.

  1. Design for role expansion: Start by defining what new tasks each role should be capable of performing with AI.
  2. Embed capability into workflows: Use shared assistants and tools so skills scale beyond individual power users.
  3. Make training a core infrastructure: Role-based, in-workflow learning turns potential capability into practiced capability.
  4. Measure depth, not activity: Track task diversity and advanced feature use, not just logins or prompts.
  5. Lead by using: Capability spreads fastest when leaders model it in their own work.

This is exactly the problem Lead with AI’s Enterprise AI Enablement program is designed to solve.

We help organizations move from isolated AI usage to broad capability expansion. Employees learn how to use AI to perform new kinds of work through mobile-first, in-workflow learning, aligned to their actual roles. Sales, HR, Operations, Finance, and Marketing follow role-specific tracks that focus on the tasks they can now own with AI. Capacity gains matter, but they follow capability expansion. Organizations only move faster after roles learn to do more.

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AI in Organizations Roundup 🗞️

I track how AI is reshaping organizations, bringing you the news and updates that matter most for scaling AI successfully.  

This week:

AGENTIC WORK TRANSITION

​Ethan Mollick: When AI Does Real Work​

  • Tasks Beat Jobs: In expert-designed tests taking 4–7 hours per task, AI nearly matched human experts with 14 years’ experience, losing mainly on formatting and instruction-following, not core reasoning.
  • Agentic Leap: New agent models are self-correcting and can execute far longer task chains; METR shows exponential gains from GPT-3 to GPT-5 in autonomous task length.
  • Value vs Noise Risk: AI can replicate complex academic research end-to-end, potentially easing the replication crisis, but can also flood organizations with low-value output like endless PowerPoints.
📍 Redesign work around outcomes by letting AI handle first-pass execution while humans decide what is worth doing at all.

AI-AUGMENTED ENGINEERING

​Inside Anthropic’s AI Workplace​

  • Measured Productivity: Engineers use AI in ~59% of their work and self-report ~50% productivity gains, more than 2x year over year, driven by higher output volume.
  • Limited Delegation: Most can fully delegate only 0–20% of work; high-level design and judgment stay human-led due to the supervision paradox.
  • Role Shift: AI autonomy increased with 33% fewer human turns and ~21 tool calls vs 9.8 six months ago, pushing engineers toward AI manager and reviewer roles.
📍 Treat supervision, judgment, and learning as core skills in an AI-augmented role, not side effects.

CEO AI CONFIDENCE

​WSJ: AI Optimism Reaches the C-Suite​

  • Strong Conviction: Among 100 U.S. CEOs at firms with 10,000+ employees, 85% say AI is in a healthy growth phase, not a bubble, and 95% say it will be transformative.
  • Productivity vs Labor: CEOs expect AI to boost productivity, competitiveness, and growth, while also weakening the labor market.
  • Public Gap Ahead: Executives are optimistic now, but rising consumer and worker anxiety about AI-driven jobs could soon pressure demand and trust.
📍 Pair AI investment enthusiasm with visible workforce strategies before concern overtakes confidence.

HUMAN AI RELATIONSHIPS

​Anthropic Interviewer: What Workers Really Think About AI​

  • Productivity With Anxiety: 86% say AI saves time and 65% are satisfied, yet 55% worry about long-term job impact.
  • Augmentation Illusion: Professionals describe AI as 65% augmentative, but real usage shows near parity between augmentation (47%) and automation (49%).
  • Role Divergence: Creatives embrace efficiency but fear displacement, scientists want AI partners but lack trust (79% cite reliability concerns), and the general workforce protects identity-defining tasks.
📍 Pair AI investment enthusiasm with visible workforce strategies before concern overtakes confidence.

IMMERSIVE WORKFORCE TRAINING

​HBR: Why Training Fails AI Investment​

  • Capability Mirage: Employees forget ~50% of training within an hour and ~90% after a week, causing AI tools to go unused despite heavy investment.
  • XR Performance Gains: VR, AR, and MR turn learning into embodied practice; examples include 97% confidence scores at Bank of America, 15% lower turnover at Walmart, and 90% first-time quality gains at Boeing.
  • Right Tool, Right Skill: VR works best for high-stakes human scenarios, AR for hands-on technical execution, and MR for complex decision-making and AI workflow learning.
📍 Move AI upskilling from passive instruction to context-based practice tied directly to real performance.

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