Are all of their sales their code gen model? And isn't there a lot of competition in the code gen space from Google and Anthropic?

I'd imagine they sold these to enterprise:

https://openai.com/business/

"ChatGPT for Business", sold per seat

"API Platform"

I could see the former getting canned if AI isn't adding value.

Developers can change the models they use frequently, especially with third party infrastructure like OpenRouter or FAL.