Know what’s really happening at
OpenAI before you sign on.
- On the roadmap
- Foundational AI
- AI Infrastructure
- Enterprise AI
OpenAI is the company behind ChatGPT and the GPT model family — the consumer and API revenue leader in foundational AI, now restructured as a public benefit corporation and confidentially filing for an IPO. Its platform ambitions span hardware, browsers, social apps, and trillion-dollar infrastructure commitments, making it the most consequential and most debated company in AI.
How we do it.
Most "AI market intel" is a summarized crawl of press releases. This Altis research is built from our knowledge graph of sector expert calls, synthesized with public sources.
- Web research sources analyzed
- 21
- YTX transcripts reviewed
- 15
OpenAI
- Reported valuation (April 2026)
- $852B
- Reported monthly revenue run rate
- ~$2B/month in revenue
- ChatGPT WAUs (October 2025)
- 800M weekly active users
- Enterprise revenue share (Feb 2026)
- Enterprise now makes up more than 40% of revenue
- ChatGPT enterprise users (Feb 2026)
- 9M+ paying business users
- Stargate program total planned investment
- $500 billion
- Microsoft ownership stake post-restructuring
- ~27% on an as-converted diluted basis
- Jony Ive's io hardware startup deal
- $6.5 billion all-stock acquisition
Press reported
Altis Verified
What's in the report
Most "AI market intel" is a summarized crawl of press releases. This is what customers, competitors, and former employees actually told us.
Market Overview
Market structure, where the company sits, and growth drivers.
- market map
- Foundational AI landscape
- Foundational AI growth rate
- CAGR
Total Addressable Market
Bottom-up TAM / SAM / SOM.
- OpenAI TAM
- Foundational AI market size
- market opportunity
Company Overview
What the company does and how it operates.
- what does OpenAI do
- OpenAI product
- business model
Product / Go-to-Market
Product, GTM motion, ICP, and who buys.
- OpenAI customers
- who uses OpenAI
- OpenAI ICP
- go-to-market
Competitive Dynamics
The Altis Market Map and the Altis Win-Rate Index.
- OpenAI competitors
- OpenAI alternatives
- who competes with OpenAI
- OpenAI win rate
Customer Signals
Retention, satisfaction, and win/loss signals.
- OpenAI reviews
- OpenAI NRR
- OpenAI churn
- current customers
- switching costs
Investment Debates
Investment thesis, moat, bull/bear, and key risks.
- OpenAI investment thesis
- OpenAI moat
- bull case bear case
- OpenAI risk factors
Monetization & Financials
Business model, revenue model, and unit economics.
- OpenAI ARR
- OpenAI revenue
- OpenAI valuation
- unit economics
Team and culture
Founders, leadership, and org.
- OpenAI founders
- OpenAI CEO background
- leadership team
- headcount
Trusted by
Ready to see the full picture?
Based on analysis of 21 web research sources and 15 YTX transcripts covering OpenAI's operations, partnerships, and competitive positioning.