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 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
Expanding Daybreak as the Cyber Defense Window Narrows - OpenAI Expanding Daybreak as the Cyber Defense Window Narrows OpenAI
source: gnews-openai
Aug 10, 2026
news_mention
OpenAI Unveils GPT-6: Rumored 10 Trillion Parameter Model Set for Forced August 2025 Release - 36 Kr OpenAI Unveils GPT-6: Rumored 10 Trillion Parameter Model Set for Forced August 2025 Release 36 Kr
source: gnews-openai
Aug 10, 2026
news_mention
OpenAI launches GPT-5.6-Cyber with reduced refusals, 95% completion on advanced cybersecurity tasks - VentureBeat OpenAI launches GPT-5.6-Cyber with reduced refusals, 95% completion on advanced cybersecurity tasks VentureBeat
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 Unveils Doug: Its Largest Pre-Trained Model Just Now - 36 Kr OpenAI Unveils Doug: Its Largest Pre-Trained Model Just Now 36 Kr
source: gnews-openai
Aug 10, 2026
news_mention
OpenAI introduces a new cyber model amid fears of AI cyberattacks - Axios OpenAI introduces a new cyber model amid fears of AI cyberattacks Axios
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 9, 2026
news_mention
OpenAI's Largest Pre-Training Model "Doug" Revealed: Restarting Base Model Scaling After Two Years, Potentially the Starting Point for the Next Wave of AI Competition - finance.biggo.com OpenAI's Largest Pre-Training Model "Doug" Revealed: …
source: gnews-openai
Aug 7, 2026
news_mention
Responding to the next frontier of critical cyber capabilities - OpenAI Responding to the next frontier of critical cyber capabilities OpenAI
source: gnews-openai
Aug 7, 2026
news_mention
OpenAI brings GPT-5.6 Moon to free ChatGPT users with expanded usage limits - Marketing4eCommerce OpenAI brings GPT-5.6 Moon to free ChatGPT users with expanded usage limits Marketing4eCommerce
source: gnews-openai
Aug 7, 2026
news_mention
OpenAI’s Doughnut-Shaped ChatGPT Speaker Leaks With Moving Parts, $300-$400 Price, 2027 Release - NewsCord OpenAI’s Doughnut-Shaped ChatGPT Speaker Leaks With Moving Parts, $300-$400 Price, 2027 Release NewsCord
source: gnews-openai
Aug 7, 2026
news_mention
New Details Emerge on OpenAI’s First Smart Speaker - thurrott.com New Details Emerge on OpenAI’s First Smart Speaker thurrott.com
source: gnews-openai
Aug 7, 2026
news_mention
Exclusive: OpenAI slows release of Astra model citing cyber capabilities - Axios Exclusive: OpenAI slows release of Astra model citing cyber capabilities Axios
source: gnews-openai
Aug 7, 2026
news_mention
OpenAI has released an update to ChatGPT - Root-Nation.com OpenAI has released an update to ChatGPT Root-Nation.com
source: gnews-openai
Aug 6, 2026
news_mention
GPT-5 turning one as OpenAI shares new Agent Plugins standard - 9to5Mac GPT-5 turning one as OpenAI shares new Agent Plugins standard 9to5Mac
source: gnews-openai
Aug 6, 2026
news_mention
From asking to doing: How the world is putting ChatGPT to work - OpenAI From asking to doing: How the world is putting ChatGPT to work OpenAI
source: gnews-openai
Aug 6, 2026
news_mention
OpenAI is giving ChatGPT free users unlimited text chats - The Verge OpenAI is giving ChatGPT free users unlimited text chats The Verge
source: gnews-openai
Aug 6, 2026
news_mention
OpenAI makes major upgrades for free and paid ChatGPT users. Here's what they are - Axios OpenAI makes major upgrades for free and paid ChatGPT users. Here's what they are Axios
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.