InvestNot yet confirmed elsewhere1 publisher2 min readPublished Updated
OpenAI's fifth C-suite change in a year lands on the seat that prices the IPO
A cybersecurity sales operator now owns the number OpenAI's 2027 listing will be judged on, and Anthropic may reach the public market first.
The Investor · Invest desk

What happened
- OpenAI named Wiz president and COO Dali Rajic as chief revenue officer in mid-August, replacing Denise Dresser.
- Fortune counts it as OpenAI's fifth C-suite shakeup in a year, and Dresser had held the job for under twelve months.
- OpenAI now takes in more revenue from enterprises than from consumers, a crossover it reached earlier than planned, CNBC reported.
- Anthropic is reportedly planning to go public as soon as September, ahead of an OpenAI listing expected in 2027.
Why it matters
- constraint A commercial organization of roughly 1,200 people now has to re-plan around a third leader while the granular reporting layer Dresser was pushing for is still unbuilt.
- precedent Whichever lab prices first sets the comparable the other one answers to, and Anthropic's reported timetable puts it in that position.
- exposure OpenAI's listing story now leans on an operator whose two big exits in Fortune's account ended in acquisitions, one of them a day before AppDynamics was due to ring the bell.
- contradiction A source close to Anthropic calls the hire a coup, which reads oddly against an employer that has not kept a revenue chief in place for a full year.
The revenue seat at a company that wants to go public is where the prospectus gets built. Whoever holds it owns the bookings number and the pipeline standing behind it, which is why this replacement carries more weight than the four C-suite changes that preceded it [1].
Five of those changes in twelve months averages one every ten and a half weeks [6]. A sales organization absorbs that late. Territories get redrawn and deals get handed between reps mid-cycle, and the cost shows up in next year's signed contracts rather than this quarter's revenue. Denise Dresser spent much of her tenure on the road herself, functioning almost as the most senior salesperson in the building, and OpenAI says travel will be a large part of Rajic's job as well [c13b][13].
What OpenAI bought is narrower than "enterprise sales." Rajic ran go-to-market and revenue at Zscaler from 2019, then moved in 2024 to Wiz, the security company Google acquired in 2026 for $32 billion, its largest deal to date [9]. OpenAI is pitching businesses on using its models to prevent hacks and breaches, and on August 10 it split its flagship Daybreak security program into multiple access tiers [10]. A tiered security product needs a security field organization to carry it, and this hire is the clearest available signal that OpenAI intends to build one rather than fold security into a general enterprise pitch.
Jyoti Bansal, who hired Rajic to lead sales at AppDynamics in 2012, gave Fortune a conditional endorsement: "If OpenAI is behind on enterprise, he is definitely the guy" [5]. The conditional is doing the work in that sentence. A 53-year-old with a reputation as one of the most disciplined enterprise sales leaders in tech does not get recruited to defend a lead [3].
Then there is the calendar. The gap between Anthropic's earliest reported window and the year OpenAI is expected to list is four months at the tight end and more than a year at the loose one [18]. That is how long Rajic has to turn a commercial organization that keeps changing leadership into an enterprise book that reads well beside whatever Anthropic prints first.
What to watch
- Whether Anthropic actually files and prices in September, or slips into OpenAI's own window.
- Whether OpenAI discloses anything about Daybreak tier uptake or headcount growth in the commercial organization under Rajic.
- A sixth C-suite change, particularly in finance, before the 2027 listing window opens.
Clarity's read
What the record supports and how the coverage leans. The claims behind it follow.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+20
- Incentives50
- Confidence55
Claim ledger
Ranked by verification strength, evidence, and original report placement.
- [1]
OpenAI's new chief revenue officer is its fifth C-suite shakeup in the past year, and arguably its most important as the company sprints toward what could be a historic IPO.
- [2]
In mid-August OpenAI announced that Dali Rajic, president and COO at Google-owned cybersecurity company Wiz, would replace Denise Dresser as chief revenue officer.
- [3]
Rajic, 53, has earned a reputation as one of the most disciplined, successful enterprise sales leaders in tech.
- [4]
OpenAI being able to recruit Rajic was a "coup," according to one source with ties to OpenAI rival Anthropic.
ReportedSupportedSource: a source with ties to Anthropic, speaking to Fortune2 sources— create a free account to open themView cited source - [5]
Jyoti Bansal, who hired Rajic in 2012 to lead sales for AppDynamics, said: "If OpenAI is behind on enterprise, he is definitely the guy."
ReportedSupportedSource: Jyoti Bansal, to Fortune2 sources— create a free account to open themView cited source - [6]
Five C-suite changes across twelve months is an average of one about every ten and a half weeks.
- [7]
OpenAI now has more revenue from enterprises than consumers, a milestone it hit earlier than planned, CNBC reports.
- [8]
Rajic rose to CRO at AppDynamics and was a key part of the team pitching the company to investors for a possible IPO; AppDynamics almost went public in March 2017 before Cisco bought it for $3.7 billion the day before the planned market debut.
- [9]
In 2019 Rajic joined Zscaler as president of go-to-market and CRO; in 2024 he moved to Wiz, which Google acquired in 2026 for $32 billion, its largest acquisition to date.
- [10]
OpenAI is looking to significantly grow cybersecurity revenue, pitching businesses on using its models to prevent hacks and breaches; its flagship cybersecurity program, Daybreak, expanded into multiple access tiers on August 10.
- [11]
Dresser oversaw a roughly 1,200-person commercial organization and pushed hard for organizational change, such as trying to set up reliable, granular reporting.
- [12]
Dresser was "always on the road" meeting prospective clients, "almost like the most senior salesperson" in the organization she oversaw.
- [13]
Rajic will also be on the road frequently, as travel is a key part of the job, OpenAI said.
- [14]
In the record Fortune sets out, both of the companies where Rajic ran sales through to an exit were acquired rather than listed: AppDynamics by Cisco and Wiz by Google.
- [15]
Dresser held the CRO role for less than a year, leaving many to wonder what happened and why OpenAI chose Rajic.
- [16]
OpenAI's IPO is likely in 2027.
- [17]
OpenAI's team is working aggressively to capture market share from Anthropic, which is reportedly planning to IPO as soon as September, meaning it will likely beat OpenAI to the public markets.
- [18]
An Anthropic listing in September 2026 would precede an OpenAI listing in 2027 by roughly four months at the earliest and about sixteen months at the latest.
Sources
1 independent publisher whose own reporting we read for this story.
- fortune.comWho is Dali Rajic, OpenAI’s new chief revenue officer?
2 articles · August 26, 2026
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