O

OpenAI

→ PBC · $340B · Founded 2015

Key MetricsApr 22, 2026

Valuation

$852B

$122B round, Apr 2026

Raised

~$190B+

Incl. $122B latest

ARR

$24B

$2B/mo confirmed Apr 2026

Users

900M+

Weekly; 50M+ subscribers

Structure

PBC

Completed Oct 2025

Intelligence Scores

Total78.95/ 100
Model Quality
8620%

GPT-5.4 strong; Codex 2M users; Claude gaining

Revenue
8520%

$24B ARR but Anthropic passed at $30B

Compute
5215%

Diversifying to AWS+Oracle+Broadcom chip; from NVIDIA-only

Funding
9815%

$190B+ raised; $852B val; but $17B/yr burn

Moat
8515%

900M users; ChatGPT brand; enterprise 40% and growing

Talent
7010%

Key departures; planning 8K HC; less efficient per-employee

Regulation
505%

FTC scrutiny; copyright suits; ads add complexity

Market Position

Consumer Ai App

Apptopia / Big Technology, Jan 2026

45%
OpenAI 45%
Google Gemini 25%
xAI (Grok) 15%
Anthropic 3%
Others 12%

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