OpenAI recently revealed several internal tools — including DocuGPT — that automate tasks like contract review, sales support, and customer feedback. Investors interpreted the move as a signal that OpenAI might enter the enterprise “SaaS” space directly. This caused substantial stock drops at SaaS firms such as DocuSign, HubSpot, and Salesforce. Many companies responded by playing down the threat, calling OpenAI a partner. Others worry the announcement focused the market’s attention more on narratives than fundamentals. In effect, OpenAI’s internal AI use case exposed its capacity to shift competitive dynamics in software.
