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
Jun 26, 2026
news_mention
OpenAI upgrading ChatGPT and Codex with new GPT-5.6 models in limited release - 9to5Mac OpenAI upgrading ChatGPT and Codex with new GPT-5.6 models in limited release 9to5Mac
source: gnews-openai
Jun 26, 2026
news_mention
OpenAI releases powerful new GPT-5.6 model under restrictions - Axios OpenAI releases powerful new GPT-5.6 model under restrictions Axios
source: gnews-openai
Jun 26, 2026
news_mention
OpenAI staggers AI model release after Trump administration request - The Guardian OpenAI staggers AI model release after Trump administration request The Guardian
source: gnews-openai
Jun 26, 2026
news_mention
OpenAI limits GPT-5.6 rollout after government request, says restrictions shouldn’t be the norm - TechCrunch OpenAI limits GPT-5.6 rollout after government request, says restrictions shouldn’t be the norm TechCrunch
source: gnews-openai
Jun 26, 2026
news_mention
Trump administration steps in to limit OpenAI’s latest model launch - Politico Trump administration steps in to limit OpenAI’s latest model launch Politico
source: gnews-openai
Jun 25, 2026
news_mention
OpenAI will delay GPT-5.6 after Trump administration request - The Verge OpenAI will delay GPT-5.6 after Trump administration request The Verge
source: gnews-openai
Jun 25, 2026
news_mention
Trump Administration Asks OpenAI to Stagger Release of New Model Over Security Concerns - The Information Trump Administration Asks OpenAI to Stagger Release of New Model Over Security Concerns The Information
source: gnews-openai
Jun 25, 2026
news_mention
OpenAI Will Initially Only Release ChatGPT 5.6 To Government-Approved Customers - Engadget OpenAI Will Initially Only Release ChatGPT 5.6 To Government-Approved Customers Engadget
source: gnews-openai
Jun 25, 2026
news_mention
White House asks OpenAI to limit its next model release - CNN White House asks OpenAI to limit its next model release CNN
source: gnews-openai
Jun 25, 2026
news_mention
The White House is asking OpenAI to slow roll the release of its new model over safety concerns - TechCrunch The White House is asking OpenAI to slow roll the release of its new model over safety concerns TechCrunch
source: gnews-openai
Jun 25, 2026
news_mention
OpenAI Releases GPT‑5.5‑Cyber With Full Automation for Vulnerability Detection and Patching - CyberSecurityNews OpenAI Releases GPT‑5.5‑Cyber With Full Automation for Vulnerability Detection and Patching CyberSecurityNews
source: gnews-openai
Jun 25, 2026
news_mention
Trump administration asks OpenAI to limit next model release over security concerns - Axios Trump administration asks OpenAI to limit next model release over security concerns Axios
source: gnews-openai
Jun 25, 2026
news_mention
OpenAI leans toward waiting until next year for IPO, NYT reports - Reuters OpenAI leans toward waiting until next year for IPO, NYT reports Reuters
source: gnews-openai
Jun 24, 2026
news_mention
OpenAI just updated how ChatGPT’s most-used model works again, details here - 9to5Mac OpenAI just updated how ChatGPT’s most-used model works again, details here 9to5Mac
source: gnews-openai
Jun 23, 2026
news_mention
OpenAI expands 'Daybreak' cyber program: New tools, partnerships, and a cyber-focused GPT-5.5 aim to help 'patch the world' - IT Pro OpenAI expands 'Daybreak' cyber program: New tools, partnerships, and a cyber-focused GPT-5.5 aim to help '…
source: gnews-openai
Jun 23, 2026
news_mention
OpenAI's GPT-5.5 Cyber AI Beats Anthropic's Banned Mythos Model—And Nobody's Shutting It Down - Decrypt OpenAI's GPT-5.5 Cyber AI Beats Anthropic's Banned Mythos Model—And Nobody's Shutting It Down <font color="#6f6f
source: gnews-openai
Jun 23, 2026
news_mention
OpenAI Expands Daybreak With GPT-5.5-Cyber to Help Defenders Patch Security Flaws - The Hacker News OpenAI Expands Daybreak With GPT-5.5-Cyber to Help Defenders Patch Security Flaws The Hacker News
source: gnews-openai
Jun 22, 2026
news_mention
Daybreak: Tools for securing every organization in the world - OpenAI Daybreak: Tools for securing every organization in the world OpenAI
source: gnews-openai
Jun 22, 2026
news_mention
OpenAI: Yoo-hoo, look over here, we do that security stuff too! - The Register OpenAI: Yoo-hoo, look over here, we do that security stuff too! The Register
source: gnews-openai
Jun 22, 2026
news_mention
OpenAI expands Daybreak with Patch the Planet and full GPT-5.5-Cyber release - SiliconANGLE OpenAI expands Daybreak with Patch the Planet and full GPT-5.5-Cyber release SiliconANGLE
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)
- forward deployed engineering1
- LLM integration1
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.