Stack L6
OpenAI
GPT-5 default for ~700M weekly users; scaling enterprise agents and $500B Stargate compute
HQ US
Fit Score
avg of 4 segmentsRecent Business Signals
Sep 29, 2026
news_mention
OpenAI delays latest model over security concerns, as industry faces new safety pressures - AP News OpenAI delays latest model over security concerns, as industry faces new safety pressures AP News
source: gnews-openai
Sep 29, 2026
news_mention
With No Astra to Release, OpenAI Pivots to New GPT-6.1 Sol Model - Gizmodo With No Astra to Release, OpenAI Pivots to New GPT-6.1 Sol Model Gizmodo
source: gnews-openai
Sep 29, 2026
news_mention
Introducing GPT-6.1 Sol - openai.com Introducing GPT-6.1 Sol openai.com
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI scraps rollout of new model over safety concerns - BBC OpenAI scraps rollout of new model over safety concerns BBC
source: gnews-openai
Sep 29, 2026
news_mention
‘Near-Astra intelligence for a fifth of the price’: GPT-6.1 Sol - The Next Web ‘Near-Astra intelligence for a fifth of the price’: GPT-6.1 Sol The Next Web
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI Says It Will Not Release Newest Astra A.I. Model Over Safety Concerns - The New York Times OpenAI Says It Will Not Release Newest Astra A.I. Model Over Safety Concerns The New York Times
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI cancels release of AI model GPT-6.1 Astra, citing safety concerns - Al Jazeera OpenAI cancels release of AI model GPT-6.1 Astra, citing safety
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI Cancels Release of GPT-6.1 Astra Because It ‘Regressed’ on Safety - Gizmodo OpenAI Cancels Release of GPT-6.1 Astra Because It ‘Regressed’ on Safety Gizmodo
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI cancels new AI launch, citing safety issues - The Washington Post OpenAI cancels new AI launch, citing safety issues The Washington Post
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI holds off on releasing new model over safety concerns, saying it "didn't quite meet the bar" - CBS News OpenAI holds off on releasing new model over safety concerns, saying it "didn't quite meet the bar" CBS News
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI says planned GPT-6.1 is too insecure to release - Ars Technica OpenAI says planned GPT-6.1 is too insecure to release Ars Technica
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI launches GPT-6.1 Sol, says it nearly matches GPT-6 Astra and costs less - techcrunch.com OpenAI launches GPT-6.1 Sol, says it nearly matches GPT-6 Astra and costs less techcrunch.com
source: gnews-openai
Sep 29, 2026
news_mention
OpenAI Reportedly Cancels GPT-6.1 Astra's Release Over Deceptive Behavior - Engadget OpenAI Reportedly Cancels GPT-6.1 Astra's Release Over Deceptive Behavior Engadget
source: gnews-openai
Sep 28, 2026
news_mention
Exclusive | OpenAI Scraps Release of New AI Model Over Safety Concerns - WSJ Exclusive | OpenAI Scraps Release of New AI Model Over Safety Concerns WSJ
source: gnews-openai
Sep 28, 2026
news_mention
OpenAI abandons plan to release upcoming model as safety concerns escalate - CNBC OpenAI abandons plan to release upcoming
source: gnews-openai
Sep 28, 2026
news_mention
OpenAI shelves new AI model release over safety concerns - Reuters OpenAI shelves new AI model release over safety concerns Reuters
source: gnews-openai
Sep 28, 2026
news_mention
Introducing dots - OpenAI Introducing dots OpenAI
source: gnews-openai
Sep 28, 2026
news_mention
OpenAI scraps release of new model over safety concerns in internal testing - The Guardian OpenAI scraps release of new model over safety concerns in internal testing The Guardian
source: gnews-openai
Sep 24, 2026
news_mention
OpenAI to unveil GPT-6 Cyber model, plus a first-of-its-kind product to help deploy it - Fortune OpenAI to unveil GPT-6 Cyber model, plus a first-of-its-kind product to help deploy it Fortune
source: gnews-openai
Sep 22, 2026
news_mention
Introducing GPT-6 Sol and Luna - OpenAI Introducing GPT-6 Sol and Luna OpenAI
source: gnews-openai
Funding & valuation history
Mar 31, 2026 · funding-research
OpenAI closed a $122 billion round co-led by Amazon ($50B), SoftBank ($30B), and NVIDIA ($30B), with co-investors including Andreessen Horowitz, D.E. Shaw Ventures, MGX, TPG, and T. Rowe Price, including $3 billion from retail bank-channel investors, at a post-money valuation of $852 billion.
Mar 31, 2026 · funding-research
OpenAI closed a $122 billion funding round at an $852 billion post-money valuation, led by Amazon ($50B), SoftBank ($30B), and NVIDIA ($30B), with co-leads Andreessen Horowitz, D.E. Shaw Ventures, MGX, TPG, and T. Rowe Price.
Mar 1, 2026 · funding-research
OpenAI expanded its revolving credit facility from $4 billion to $4.7 billion, supported by a syndicate including JPMorgan, Citi, Goldman Sachs, Morgan Stanley, and other global banks.
Sep 2, 2025 · ai_synthesis_sdk
OpenAI agreed to acquire product experimentation and feature-management startup Statsig in an all-stock deal valued at approximately $1.1 billion, with founder Vijaye Raji joining as CTO of Applications.
May 21, 2025 · ai_synthesis_sdk
OpenAI announced it is acquiring io, the AI device startup co-founded by former Apple design chief Jony Ive, in an all-stock deal valuing the company at roughly $6.5 billion, bringing about 55 hardware engineers in-house to build a family of AI devices.
Mar 31, 2025 · funding-research
OpenAI raised a $40 billion Series F round from strategic investors.
Mar 31, 2025 · funding-research
OpenAI raised a $40 billion Series F to scale AI research and the Stargate supercomputing initiative.
Oct 3, 2024 · funding-research
OpenAI established a $4 billion revolving credit facility backed by a syndicate of global banks including JPMorgan, Citi, and Goldman Sachs.
Oct 2, 2024 · funding-research
OpenAI raised a $6.6 billion Series E round led by Thrive Capital.
Oct 2, 2024 · funding-research
OpenAI raised a $6.6 billion Series E led by Thrive Capital with participation from Microsoft, NVIDIA, Khosla Ventures, Altimeter, Fidelity, SoftBank, and MGX, at a $157 billion valuation.
Strategic Position
What they do best
Converts consumer scale into enterprise distribution: one default model (GPT-5, signal 61c895b9) reaching ~700M weekly users, monetized via AgentKit governance tooling (signal 3ada96f2).
Their bet
Vertically integrate compute — a 6 GW AMD warrant (signal 57710238) plus ~10 GW/$500B Stargate (signal 57a72227) — so model+agent products win on capacity, not just quality.
Top risk
AMD MI450's first 1 GW (signal 57710238) is only slated for 2H 2026; a slip leaves GPT-5-scale demand dependent on a still-ramping Stargate build.
Compared to peers
Direct competitor
Anthropic
Anthropic chases the same compliance-sensitive enterprise buyers but leads on safety/governance framing; OpenAI counters with far larger WAU scale and first-party hardware (io acquisition).
Substitute
Anthropic
For governance-gated F500 deployments, Claude is the drop-in substitute model when buyers want a non-OpenAI engine behind comparable admin/compliance controls.
Why someone would join
- 1.By DevDay (2025-10-06) ChatGPT hit 800M weekly active users and 4M developers (signal 3ada96f2); AgentKit work ships directly to the largest deployed AI user base.
- 2.Five enterprise GTM roles opened Feb–May 2026 — financial-services Account Director, ChatGPT Enterprise PM, Forward Deployed Engineer — building the field org behind the 6GW AMD / $500B Stargate compute bet.
Recent Hiring (60 days)
No specialty signals in the last 60 days.
Reverse-Hype Watch
- !Capacity commitments outpace disclosed economics: Stargate '~10 GW and $500B' / '$400B near-term' (2025-09-23) plus AMD '6 gigawatts of AMD Instinct GPUs' (2025-10-06) committed while company is_public=false with no disclosed profit — forward-compute scale unbacked by disclosed financials.
- !Capacity commitments outrun disclosed economics: Stargate '~7 GW additional' toward '~10 GW and $500B' with '$400,000,000,000' near-term, plus AMD '6 gigawatts of AMD Instinct GPUs' — large forward bets with no disclosed profit (is_public=false).
- !Compute commitments outrun disclosed economics: Stargate '~10 GW and $500B' with '~$400,000,000,000' near-term plus AMD '6 gigawatts of AMD Instinct GPUs' are forward-demand bets with no disclosed profit (company private/unprofitable).
- !Up-round-with-burn risk: '~$400B near-term investment' Stargate (2025-09-23) plus AMD '6 gigawatts of AMD Instinct GPUs' (2025-10-06) — multi-hundred-billion compute commitments while company is private/unprofitable with no disclosed profit backing the scaling.