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
Aug 18, 2026
news_mention
OpenAI launches a ChatGPT version built for teens - The Decoder OpenAI launches a ChatGPT version built for teens The Decoder
source: gnews-openai
Aug 18, 2026
news_mention
Pacing model development in an era of cyber-critical capabilities - OpenAI Pacing model development in an era of cyber-critical capabilities OpenAI
source: gnews-openai
Aug 18, 2026
news_mention
Markets Confident OpenAI Releases Its Next AI Model in Weeks - Yahoo Finance Markets Confident OpenAI Releases Its Next AI Model in Weeks Yahoo Finance
source: gnews-openai
Aug 18, 2026
news_mention
OpenAI launches ChatGPT for Teens - Mashable SEA OpenAI launches ChatGPT for Teens Mashable SEA
source: gnews-openai
Aug 18, 2026
news_mention
OpenAI Launches a New ChatGPT Version That Refuses to Do Homework for Kids - Android Headlines OpenAI Launches a New ChatGPT Version That Refuses to Do Homework for Kids Android Headlines
source: gnews-openai
Aug 18, 2026
news_mention
OpenAI CEO Sam Altman: Within six months, ChatGPT could watch your screen, meetings and emails - The Times of India <a href="
source: gnews-openai
Aug 15, 2026
news_mention
GPT-5.6 Could Arrive This Month As OpenAI Preps For Wall Street - Yellow.com GPT-5.6 Could Arrive This Month As OpenAI Preps For Wall Street Yellow.com
source: gnews-openai
Aug 14, 2026
news_mention
OpenAI releases Ultrafast mode for GPT-5.6 Sol, makes the AI 14 times faster - India Today <a href="
source: gnews-openai
Aug 13, 2026
news_mention
SpaceX Stock Slips After Surge as Grok Release Ramps Up AI War - Barron's SpaceX Stock Slips After Surge as Grok Release Ramps Up AI War Barron's
source: gnews-openai
Aug 13, 2026
news_mention
Previewing Ultrafast mode: GPT-5.6 Sol at up to 14X the speed - OpenAI Previewing Ultrafast mode: GPT-5.6 Sol at up to 14X the speed OpenAI
source: gnews-openai
Aug 13, 2026
news_mention
Google and OpenAI Debut Super Fast AI Models—Gemini 3.7 Flash Is Out, But GPT-5.6 Sol Ultrafast Is Invite-Only - Decrypt Google and OpenAI Debut Super Fast AI Models—Gemini 3.7 Flash Is Out, But GPT-5.6 Sol Ultrafast Is Invite-Only &nbs
source: gnews-openai
Aug 13, 2026
news_mention
Cerebras Powers Ultrafast Mode for OpenAI’s GPT-5.6 Sol - GlobeNewswire Cerebras Powers Ultrafast Mode for OpenAI’s GPT-5.6 Sol GlobeNewswire
source: gnews-openai
Aug 13, 2026
news_mention
OpenAI introduces ‘Ultrafast,’ a new mode that makes GPT-5.6 Sol work at 14x the speed - TechCrunch OpenAI introduces ‘Ultrafast,’ a new mode that makes GPT-5.6 Sol work at 14x the speed TechCrunch
source: gnews-openai
Aug 13, 2026
news_mention
IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises Across Core Operations - IBM Newsroom IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises Across Core Operations IBM Newsroom
source: gnews-openai
Aug 12, 2026
news_mention
Grok 4.6 Scores 61 On Intelligence Index, Matching OpenAI's GPT-5.6 Sol - Yellow.com Grok 4.6 Scores 61 On Intelligence Index, Matching OpenAI's GPT-5.6 Sol Yellow.com
source: gnews-openai
Aug 11, 2026
news_mention
OpenAI launches ChatGPT desktop app for Linux - TechCrunch OpenAI launches ChatGPT desktop app for Linux TechCrunch
source: gnews-openai
Aug 11, 2026
news_mention
OpenAI Launches GPT-5.6-Cyber with Reduced Safeguards for Exploit Development - The Hacker News OpenAI Launches GPT-5.6-Cyber with Reduced Safeguards for Exploit Development The Hacker News
source: gnews-openai
Aug 10, 2026
news_mention
OpenAI paused a model over cyber risk on Friday. On Monday it shipped one trained to refuse less. - The Next Web OpenAI paused a model over cyber risk on Friday. On Monday it shipped one trained to refuse less. The Next Web
source: gnews-openai
Aug 10, 2026
news_mention
OpenAI releases ChatGPT 5.6 Cyber, but it's only for approved users - bleepingcomputer.com OpenAI releases ChatGPT 5.6 Cyber, bu
source: gnews-openai
Aug 10, 2026
news_mention
Expanding Daybreak as the Cyber Defense Window Narrows - OpenAI Expanding Daybreak as the Cyber Defense Window Narrows 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.