Cathie Wood: Agentic AI Triggers New ChatGPT Moment

Cathie Wood flagged that agentic AI has delivered another ChatGPT moment after three and a half years, with OpenAI active agent users climbing to 20 million while run-rate revenue rose 35% quarter to date and enterprise revenue jumped over 50%. Agent users remain just 2% penetrated against the roughly 1 billion ChatGPT active user base, underscoring rapid agentic AI adoption and OpenAI enterprise revenue expansion that could reshape AI industry impact over the next year.