Sources: OpenAI missed an internal goal of reaching 1B weekly active ChatGPT users by 2025's end and missed multiple monthly revenue targets earlier in 2026 (Berber Jin/Wall Street Journal)
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- OpenAI missed its internal goal of 1 billion weekly active ChatGPT users by end‑2025, fell short on several monthly revenue targets in early 2026, and is consolidating resources by moving 10 Prism engineers to Codex, prompting CFO and board scrutiny of data‑center spend.
- Meta is preparing to unwind its Manus acquisition after a Chinese ban, even though Manus investors have already received their returns.
- Starboard took a sizable stake in observability firm Dynatrace, pushing for governance changes that helped the stock jump more than 7% in after‑hours trading.
Why it matters: OpenAI's investors face lower returns as the company trims costly data‑center expansion, while Meta's shareholders risk loss from the aborted Manus deal, and Dynatrace's shareholders gain from the activist‑driven stock surge.
