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OpenAI

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OpenAI develops AI models and products, including ChatGPT, for consumers, developers and businesses.

sentiment mix
bull 46%bear 18%neu 36%

funding rounds

private markets
latest round
Primary
Mar 2026 | $122B committed
post-money valuation
$852B post-money
+184% vs 2025 round
total raised
$122B+ committed
5 disclosed rounds | updated 2026-07-09
round progression
Strategic
Jul 2019
$1B
Strategic
Jan 2023
$10B
Primary
Oct 2024
$6.6B
Primary
Apr 2025
$40B
Primary
Mar 2026
$122B committed
lead investors
  • Amazonlead
  • SoftBankco
  • Nvidiaco
dateroundamountvaluationinvestors
Mar 2026Primary$122B committed$852B post-moneyAmazon, SoftBank, Nvidia
Apr 2025Primary$40B$300B post-moneySoftBank, Microsoft, Coatue, Altimeter, Thrive Capital
Oct 2024Primary$6.6B$157B post-moneyThrive Capital, Microsoft, Nvidia, SoftBank
Jan 2023Strategic$10Bnot disclosedMicrosoft
Jul 2019Strategic$1Bnot disclosedMicrosoft

signal summary

latest high-conviction thesis
Huang: Frontier lab safety incidents are engineering failures within labs' control, not existential risks▾

Safety incidents at frontier labs stem from the research-to-engineering transition and compute concentration; they are solvable through root-cause analysis, better tooling, and institutionalized processes, not heavy-handed regulation.

jensen huangT1All-In Podcast2026-09-14
confidence 88 / 100impact High
key themes
  • AI Infrastructure60%
  • AI Economics & Business Models56%
  • Open Source AI36%
  • AI Agents34%
  • Semiconductors32%

bull thesis · 48

73 / 100
  • •Internal OpenAI model solves Navier-Stokes Millennium Problem in 88 hours after 12 days training
  • •OpenAI leads enterprise AI spend at 13% with growing pricing power
  • •OpenAI leads enterprise AI spend at 13% share with pricing power from frontier model

bear thesis · 18

41 / 100
  • •OpenAI safety disclosures are IPO positioning, not genuine concern
  • •Jay Goldberg flags OpenAI's trillion-dollar funding gap as key risk to Nvidia's long-term demand outlook
  • •Sacks: Frontier models compete with customers; need stronger AI data privacy laws

company research · 7 videos

mentions · 100

new
The InformationWhy Higher Rates Threaten AI Companies2 mentions · 0▲ 1▼ 1○ · 8 days ago
0:003:007:0011:0015:00
TBPNAll Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins1 mentions · 0▲ 0▼ 1○ · 9 days ago
0:0028:0057:001:26:001:55:00
TBPNInterest Rates Spike, Politicians Take Sides on the AI Safety Debate, Time’s AI Cover | Diet TBPN2 mentions · 2▲ 0▼ 0○ · 10 days ago
0:008:0017:0026:0035:00
TBPNHigh Interest Rate Phenomenon, Stephen Colbert Joins, Activision CMO Joins, Profound Series D1 mentions · 1▲ 0▼ 0○ · 10 days ago
0:0013:0027:0041:0055:00
TBPNThe AI Slowdown Debate | Diet TBPN1 mentions · 0▲ 0▼ 1○ · 11 days ago
0:006:0012:0018:0025:00
All-In PodcastJensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)1 mentions · 0▲ 0▼ 1○ · 11 days ago
0:005:0010:0015:0020:00
Bloomberg TechAI’s Frontier Faces Calls for Safety Slowdown1 mentions · 0▲ 0▼ 1○ · 11 days ago
0:005:0010:0015:0020:00
All-In PodcastAI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse3 mentions · 0▲ 1▼ 2○ · 13 days ago
0:0022:0045:001:07:001:30:00
Limitless PodcastThis Anthropic Researcher Just Quit... And Then Went Viral1 mentions · 1▲ 0▼ 0○ · 14 days ago
0:0011:0022:0033:0045:00
TBPNFruitfly Hard Takeoff, Parker's Vineyard, Personal Agents1 mentions · 1▲ 0▼ 0○ · 14 days ago
0:0017:0035:0052:001:10:00
TBPNSome Personal Agent News, CharlestonAI Founder Joins, 10%, Mikey Shulman, Keith Rabois1 mentions · 0▲ 1▼ 0○ · 16 days ago
0:0030:001:00:001:30:002:00:00
Limitless PodcastWhy OpenAI’s New Astra Model Changes Everything1 mentions · 1▲ 0▼ 0○ · 16 days ago
0:007:0015:0022:0030:00
The InformationInside the AI Cyber Threat Surge1 mentions · 1▲ 0▼ 0○ · 17 days ago
0:002:005:007:0010:00
TBPNGG Navier Stokes, Math Wars, Greg Brockman Joins, Scott Wu Joins, The Seufenator Joins1 mentions · 1▲ 0▼ 0○ · 17 days ago
0:0037:001:15:001:52:002:30:00
Y CombinatorPaul Graham Live from Y Combinator1 mentions · 1▲ 0▼ 0○ · 22 days ago
0:002:005:007:0010:00
TBPNMeta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 24 days ago
0:007:0015:0022:0030:00
The InformationThis Apple Product Is Secretly Driving Its AI Future1 mentions · 1▲ 0▼ 0○ · 25 days ago
0:002:005:007:0010:00
20VCShould American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive1 mentions · 0▲ 0▼ 1○ · 27 days ago
0:005:0010:0015:0020:00
Peter H. DiamandisOnly 4% Are Cutting Jobs, Pancreatic Cancer Survival Doubles, and NVIDIA’s $96.2B Quarter | EP #2841 mentions · 1▲ 0▼ 0○ · 27 days ago
0:0026:0052:001:18:001:45:00
Limitless PodcastNVIDIA Is Printing $1 Billion a Day1 mentions · 0▲ 0▼ 1○ · 28 days ago
0:002:005:007:0010:00
20VCNVIDIA Buys Poolside, Invests in Mercor & Perplexity | OpenAI Confirms IPO1 mentions · 0▲ 1▼ 0○ · 29 days ago
0:0010:0020:0030:0040:00
Invest Like The BestEx-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper1 mentions · 0▲ 0▼ 1○ · last month
0:0021:0042:001:03:001:25:00
Dwarkesh PatelDylan Patel – Anthropic & OpenAI will have most of the world’s compute by 20283 mentions · 3▲ 0▼ 0○ · last month
0:003:007:0011:0015:00
Bloomberg TechNvidia Earnings, Apple’s AI Macs and OpenAI’s Chip Push | Bloomberg Tech 8/25/20261 mentions · 1▲ 0▼ 0○ · last month
0:008:0017:0026:0035:00
20VCThe AI Bubble WILL Burst: Half the Neoclouds WILL Die | Jerry Murdock2 mentions · 2▲ 0▼ 0○ · last month
0:0010:0020:0030:0040:00
The InformationRanking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter2 mentions · 0▲ 0▼ 2○ · last month
0:008:0017:0026:0035:00
The InformationAnthropic’s Enterprise AI Venture Buys Consultancy, The New Under-the-Radar Prediction Exchange3 mentions · 2▲ 0▼ 1○ · last month
0:002:005:007:0010:00
All-In PodcastDario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up2 mentions · 0▲ 0▼ 2○ · last month
0:0012:0025:0037:0050:00
The InformationOpenAI and Anthropic are Scared of this Trend1 mentions · 0▲ 1▼ 0○ · last month
0:003:007:0011:0015:00
Peter H. DiamandisElon Says 100X, Memory Prices Spike 500%, Unitree Robot Outruns Usain Bolt with Emad Mostaque | #2821 mentions · 0▲ 0▼ 1○ · last month
0:005:0010:0015:0020:00
Bloomberg TechAnthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/20261 mentions · 1▲ 0▼ 0○ · last month
0:0011:0022:0033:0045:00
Limitless PodcastSam Altman Just Stopped OpenAI's Next Model1 mentions · 0▲ 0▼ 1○ · last month
0:002:005:007:0010:00
Scaling EuropeBREAKING: Callosum raised $100m Seed: Danyal Akarca, Co-founder at Callosum2 mentions · 0▲ 2▼ 0○ · last month
0:0010:0020:0030:0040:00
Bloomberg TechAlibaba's AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/20261 mentions · 0▲ 0▼ 1○ · last month
0:0012:0025:0037:0050:00
20VCSpaceX Buys Cursor for $60B | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?1 mentions · 0▲ 1▼ 0○ · last month
0:0013:0027:0041:0055:00
Invest Like The BestWhat Happens When the AI Boom Runs Out of Money1 mentions · 0▲ 1▼ 0○ · last month
0:0010:0020:0030:0040:00
The InformationNvidia $100B OpenAI Credit Support, Tesla’s Radical ‘Flying’ Roaster, Dario Addresses AI Backlash1 mentions · 0▲ 0▼ 1○ · last month
0:002:005:007:0010:00
20VCUber President on The Untold Stories: Travis, China & Self-Driving | Andrew Macdonald1 mentions · 1▲ 0▼ 0○ · last month
0:0015:0030:0045:001:00:00
Limitless PodcastElon Just Gave Everyone an AI Agent1 mentions · 0▲ 0▼ 1○ · last month
0:008:0017:0026:0035:00
The InformationWhy the Enterprise AI Race Is Wide Open1 mentions · 0▲ 1▼ 0○ · last month
0:003:007:0011:0015:00
20VCOpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
20VCThe AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
All-In PodcastGoogle’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Limitless PodcastWhy Google's Top Engineers Just Quit1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:005:0010:0015:0020:00
TBPNMore Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
The InformationWhy Claude Code's Dominance Is Fading1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
Invest Like The BestWhy the Markets Are Pricing AI Wrong | Gavin Baker1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
The InformationInside Microsoft’s Impressive Azure Growth1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
The InformationChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
Sequoia CapitalBuilding the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
SemiAnalysisEp. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0010:0020:0030:0040:00
TBPNRSI Is Closer Than People Think, Per Tae Kim2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
TBPNTae Kim Sounds Off 🗣️🗣️🗣️, Big Companies Are Hiring Again, HBO Goes Short Form1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0015:0030:0045:001:00:00
The InformationWhy Claude Code Still Dominates1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
The InformationClaude Opus 5 vs ChatGPT 5.61 mentions · 0▲ 0▼ 1○ · 2 months ago
0:002:005:007:0010:00
Peter H. DiamandisThe Hugging Face Breach, Moonshot AI Valued at $20B, and Living to 1,759 Years Old | EP #2731 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0038:001:17:001:56:002:35:00
All-In PodcastThe Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
itnigOpenAI, Anthropic y Mistral: la guerra por controlar la IA | Última Tertulia de Itnig3 mentions · 1▲ 2▼ 0○ · 2 months ago
0:0017:0035:0052:001:10:00
TBPNAMD CEO Lisa Su Live on TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0020:0040:001:00:001:20:00
SemiAnalysisEp. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics)1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Bloomberg TechOpenAI's AI Hack, AMD's Anthropic Bet & Apple's Next Macs | Bloomberg Tech 7/22/20261 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
Limitless PodcastKimi K3 Just Changed Everything...1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:006:0012:0018:0025:00
The InformationWhere Anthropic is Behind OpenAI and Google1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Peter H. DiamandisChina's Kimi K3 Triggers an AI Sputnik Moment, 2.8 Trillion Parameters Go Open Source | Ep. 2721 mentions · 0▲ 1▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
SemiAnalysis[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
The InformationThis Model is Better than Claude and ChatGPT1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
The InformationHow AI Will Change Businesses by 20301 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
The InformationTITV One Year Anniversary Show1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
Bloomberg TechAI Selloff, Apple vs. OpenAI & the Future of Defense Tech | Bloomberg Tech 7/13/20261 mentions · 0▲ 0▼ 1○ · 2 months ago
0:007:0015:0022:0030:00
The InformationWhy Apple is Suing OpenAI1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
The InformationIs ChatGPT 5.6 Actually That Good?1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:005:0010:0015:0020:00
The InformationOpenAI’s Vision of 220 Million Paid Users by 2030, Crypto Winter Will Be Different | Nov 26, 20251 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00
The InformationWill Millions of People Actually Pay for ChatGPT?1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00
The InformationUnpacking the Latest Big Tech Market Moves1 mentions · 0▲ 1▼ 0○ · 10 months ago
0:002:005:007:0010:00
The InformationWhy Google Will Win the AI Race1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:003:007:0011:0015:00
The InformationNvidia Bull vs. Bear, White House AI Executive Order & Coinbase Prediction Market | Nov 20, 20251 mentions · 0▲ 1▼ 0○ · 10 months ago
0:005:0010:0015:0020:00
The InformationMicrosoft & Nvidia Invest in Anthropic, Google Gemini 3.0, Jeff Bezos’ AI Startup | Nov 18, 20251 mentions · 0▲ 0▼ 1○ · 10 months ago
0:003:007:0011:0015:00
The InformationARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 20251 mentions · 1▲ 0▼ 0○ · 11 months ago
0:005:0010:0015:0020:00
The InformationThe AI Bubble Narrative Is "Flat Wrong" | ARK Invest’s Brett Winton1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:002:005:007:0010:00
The InformationAnthropic Projects Cost Advantage over OpenAI1 mentions · 0▲ 0▼ 1○ · 11 months ago
0:002:005:007:0010:00
In Good Company with Nicolai TangenTech Night | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · last year
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In Good Company with Nicolai TangenVinod Khosla - founder of Khosla Ventures | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
0:002:005:007:0010:00
In Good Company with Nicolai TangenDario Amodei - CEO of Anthropic | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 0▲ 0▼ 1○ · 2 years ago
0:008:0017:0026:0035:00
In Good Company with Nicolai TangenJensen Huang - CEO of NVIDIA | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 3 years ago
0:0012:0025:0037:0050:00
In Good Company with Nicolai TangenTim Höttges - CEO Deutsche Telekom | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 3 years ago
0:006:0012:0018:0025:00