Frontier AI lab behind ChatGPT and the GPT/o-series of reasoning models
When OpenAI goes public?
OpenAI这个估值溢价还是挺高的
I'm a paying ChatGPT Plus customer and I cannot believe OpenAI doesn't email invoices.
我一直用4o做创意写作、人物设定和日常聊天,效果一直很好;但换成5.2之后完全不是一回事,写出来的东西很差,我完全无法接受他们直接强制弃用4o
As a daily ChatGPT Plus user, Canvas was one of the most valuable tools for me — I relied on it for organizing longer writing, and I'm genuinely disappointed it's been scaled back.
它办事高效、有礼貌又让人有动力,日常任务和待办事项处理起来很省心;图像生成能力也很强,出来的图质量一直很高,我给这个AI打满分10分,很感谢OpenAI做出这个工具
If inference costs fall fast enough, the margin story reverses.
ChatGPT has massive consumer distribution, growing enterprise adoption, developers building on the API, and AI agents could expand the market far beyond chatbots.
GPT-5.5 stays competitive on benchmarks, Codex compounds in the developer market, the ads pilot scales into billions in revenue, and the April Microsoft amendment plus multi-cloud access improve unit economics enough for enterprise to reach parity with consumer by year-end.
At $852B against ~$2B monthly revenue, that's roughly a 35x annualized revenue multiple, and the real debate is whether it already prices in too much future success.
I've seen show $14B in losses for 2026 alone.
I noticed the WSJ reported OpenAI quietly missed several internal targets, including 1 billion weekly active users by end of 2025; only about 5% of ChatGPT's weekly users actually pay, meaning the other 95% cost real compute money on every query — I find that revenue structure pretty fragile.
We used ChatGPT for critical business and European Parliament work, and OpenAI permanently deactivated our account without warning, wiping our entire history; appeals only got a generic "final decision" template, so we're now pursuing legal action and a GDPR complaint.
刚刚拿到amazon的新融资