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very impressive from openai, massive raise and new ways for retail to invest
- announced a $122B raise ($850B val)
- OAI earning $2B PER MONTH. revenue growing 4X Meta and Google when they were at this stage.
- "retail investors" were able to invest for the first time. they had to be accredited and vetted by banks.
- 2 million weekly codex users, up 5X in 3 months (70% month-over-month growth)
- 40% of revenue comes from enterprise, on-track to parity with consumer rev by end of 2026
- 900M weekly active users, 50M subscriptions
- openai being added to ARK invest ETFs = another way to get investment exposure pre-IPO
- very diverse AI infra: running gpus across NVIDIA, AMD, amazon, cerebras and broadcom.
- chatGPT ads reached $100M ARR in 6 weeks! thats around $1.5 mil per day since launch lol