Thursday, March 12, 2026

Opeli is ready to become the most valuable startup in history. Should it be?

Share

Openai is supposedly At the verge of a quote about $ 500 billion, a number that would make it the most valuable private company in the world – SpacexTiktok parent company BytedanceAnd even public giants such as Palantir. This is a stunning number for the company with “Astronomical combustion speed. “How is this possible?

How Axios ReportsIn fact, there are two offers: a round run by a softbank valued by the company at $ 300 billion, which will not be closed by the end of the year, and secondary sales of employee shares with a much more steep valuation worth $ 500 billion. Most of the cheaper actions have already been detained, leaving investors to fight for more exorbitant.

One Openai investor – who spoke provided anonymity, citing NDA – dropped him to dawn of the Internet. “We are in one of the biggest technological changes [in history]”The investor tells me.” The results are getting bigger than people think. “

The investor claims that the mathematics of investing with a valuation of $ 500 billion is basic: hypothetically, if chatgpt reaches two billion users and earns at USD 5 per user per month – “half feet such as Google or Facebook” – is $ 120 billion of an annual revenue.

“It would support a billion company and a half dollars, which is quite a good turn, just thinking about chatgpt,” says the investor. “It does not cover all the rest of the things they are working on, all enterprises, all agency things, all the work they do on the equipment.”

Dollars trillions

The number USD 5 is, admittedly, on the back of mathematics envelope. Today, chatgpt has 700 million energetic weekly users – and less than 10 percent of the salary (OpenAI refused to comment on this number). The investor’s forecasts are ambitious and seems to be discounting the threat to the main players, such as Google and Meta, eating lunch openai. “The question about half a trillion dollars now sounds to what extent Openai will be able to stop the clients he purchased, and at the same time will be able to reduce its costs to the point where he can actually earn on [hypothetically] USD 5 per month, “he says Arun sundarraianProfessor at Stern School of Business at Up-to-date York University.

The plant is such that Opeli is the next Facebook or Google. For buyers in the amount of $ 500 billion “they expect IPO above a trillion for two to three years, otherwise the return rate does not justify the investment,” says Glenn Okun, who is also a business professor at NYU. This would mean jumping to the ten most valuable public companies in the world almost day by day. The investor claims that he has a longer time horizon, but “of course IPO is the most reasonable path, taking into account the company’s scale.” Although the investor admits, yes, the company would have to be valued at over 1 trillion of dollars to make the investment profitable.

Strange things happened – especially for OpenAI. In the first seven months 2025 He doubled his expected Annual revenues up to $ 12 billion, which estimate that OpenAI brings about $ 1 billion per month. Adoption of the company also increased, reaching 5 million Paying business users this month. Not to mention what potential advertising revenues He could do to his lower line. For the investor, these are signs of the company with the rush to win: “People do not like unusual things, because most people like to match,” says the investor. “Everything that this company has done was unheard of from the rate of growth of revenues to AI technology.”

Latest Posts

More News