Microsoft Corp (NASDAQ:MSFT) partner OpenAI is merging ChatGPT, its Codex coding platform, and the Atlas browser into a single desktop “superapp,”.
The move comes as executives internally describe the company as operating under a “code red.”
OpenAI hit roughly $25 billion in annualized revenue as of February but is projecting $14 billion in losses this year and doesn’t expect to turn cash-flow positive until 2030.
OpenAI’s ‘Side Quest’ Problem
Fidji Simo, OpenAI’s chief of applications, told employees the company had been “spreading our efforts across too many apps.”
The Atlas AI browser launched in October 2025 to lukewarm reception. MIT Technology Review called it “cynicism masquerading as software.” The Sora video generator and a hardware device followed. None generated consumer enthusiasm.
Simo told an all-hands meeting last week they couldn’t afford “side quests” given Anthropic’s rapid success winning enterprise and coding customers. Sam Altman, …
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