They are just cancelling side projects because Anthropic is dominating in enterprise and side projects (probably) don't make profit. https://x.com/ShanuMathew93/status/2031074311629353299
This data is pretty questionable. OpenAI employees have said on Twitter that it does not account for ChatGPT Enterprise, where most of their growth is, which is quote-only and not paid by credit card.
I would point out Anthropic isn't profitable either (yet), it's just that enterprise is where the money is. Now that all the AI companies are narrowing in on that market, becoming profitable will be even more challenging.