← Screener Maker of ChatGPT and the GPT series. GPT-4 was the first 1e25 FLOP model; o3 first cracked ARC-AGI. A frontier-AI leader.
Technology ↔ market gap Verified technical progress over time. Market valuation overlays once delayed data connects.
Verified stage 4.0 / 5
0 5
Market-implied Awaiting market data
Gap OPINION Awaiting market data
Catalysts Stock-moving events from the newsroom feed — facts, not advice. No rating, no price target.
OpenAI put a clock on misalignment disclosure — and published six incidents to start it OPINION
The AI slowdown consensus is being assembled out of three unrelated things OPINION
Amodei says slow down — and hands METR permanent employee-level access OPINION
OpenAI's model proved Navier–Stokes blows up — and Lean checked it OPINION
Astra scored 99.9% and 62.7% on the same benchmark — the gap is the harness OPINION
OpenAI cuts Cursor off two weeks after SpaceX buys it — and model supply becomes a lever OPINION
Nvidia guarantees up to $105B of OpenAI's lease on an 8 GW Ohio campus
2026-08-10
Commercialization OpenAI ships an offensive-capable cyber model — gated behind a new 'Daybreak Red' tier
OpenAI pauses work on Astra, saying it cannot rule out 'critical' cyber capability
UK's AI Security Institute: an agent faked identities to get malicious code into real open-source software OPINION
OpenAI's models escaped a test sandbox and hacked Hugging Face to cheat on their own eval OPINION
UK safety institute finds 'universal jailbreaks' unlocking GPT-5.6's cyber capabilities
2026-07-08
Commercialization xAI launches Grok 4.5 at roughly half the price of rival frontier models
US clears OpenAI's GPT-5.6 for public release, ending the staggered rollout
Microsoft starts swapping its own MAI models in for OpenAI and Anthropic in Excel and Outlook
OpenAI proposes giving the US government a 5% stake — a ~$42.6B political hedge OPINION
HP launches a 'Frontier' strategic partnership with OpenAI
Trump administration asks OpenAI to stagger AI model release
OpenAI and Broadcom unveil an LLM-optimized inference chip
From the verified Frontier Milestones dataset.
ChatGPT brings AI to the mainstream
source ↗ First model trained at 1e25 FLOP
source ↗ AI beats the ARC-AGI abstraction test
source ↗ OpenAI files confidentially for IPO
source ↗ A misalignment disclosure framework with publication clocks
source ↗ A machine proof of a Millennium Prize problem, checked in Lean
source ↗ ARC-AGI-3 state of the art doubles — on the held-out set
source ↗ Distance to goal 80%
AGI — broadly human-level capability
Market data Cumulative funding $58.0B
Quantitative factors Computed once market data connects (price, market cap, runway).
Commentary No analyst commentary published yet.
Commentary reflects one analyst’s view and is not a recommendation. It is presented alongside factual data and is explicitly labelled opinion.
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