OpenAI
Sentiment Over Time
Analysis Timeline
"Discussed for its massive user adoption (ChatGPT), successful subscription models enabling price discrimination, durable consumer stickiness, and strong competitive position funding continued R&D."
"Discussed as a past and current model provider, with a perception of shifting towards B2C focus, leading Lagora to prioritize Anthropic for enterprise."
"Its Code-model Codex is reaching a 'high' cybersecurity risk level, capable of automated attacks and vulnerability finding, raising concerns about potential misuse."
"Identified as a key company in the AI economy and a target for a coordinated economic strike to influence policy, without inherent positive or negative sentiment on the company itself."
"Implicitly positive as a disruptor in the shopping/AI agent space, contributing to competitive pressure on other platforms like Shopify."
"Testing advertising with ChatGPT to generate revenue and invest in infrastructure, driving innovation in AI advertising."
"Mentioned for releasing GPT 5.2 Codex API, contributing to the competitive landscape of advanced coding models."
"Demonstrating strong revenue growth, but faces significant fundraising challenges, high operational costs, controversial monetization strategies, and ethical/safety criticisms."
"Mentioned as a potential acquisition target for Microsoft and for possibly competing with Apple in AI hardware, reflecting its strategic importance in the AI landscape."
"Reported $50B fundraising at $750-830B valuation, revenue strategy linked to compute, and early adoption of interactive advertising in ChatGPT, demonstrating aggressive growth and monetization efforts despite significant cash burn and competitive pressures."
"Mentioned in the context of self-consistency papers and hiring top talent, indicating its relevance in cutting-edge AI research, but also indirectly compared to Google's IMO achievement."
"CEO Sam Altman wird als Unterstützer des "Freedom Cities"-Projekts genannt, ohne weitere spezifische Bewertung im Kontext."
"Genannt als Basismodell, auf dem viele Startups aufbauen und als Teil des GenAI-Hypes. Die Nutzung ist pragmatisch, aber es gibt Bedenken wegen Datensouveränität."
"Discussed as a prominent AI company with high valuation, but facing questions regarding long-term business model sustainability amidst competition."
"Receiving significant investments and contributing to the AI boom, though noted not to be profitable until 2029."
"Eyeing a potential late 2026 IPO, indicative of significant growth and market interest in AI."
"Mentioned as a high-profile AI company with massive capital expenditure needs, potentially driving IPO activity."
"Mixed sentiment: facing a high-stakes lawsuit from Elon Musk (negative impact of litigation, potential dilution), but also an 'inevitable' ad strategy to monetize free users (positive potential for revenue), and strong competition from Gemini and Anthropic. The company's conversion to for-profit from non-profit is a structural risk that has been managed."
"Pioneered new AI products, but now faces commercial pressures to generate revenue and compete effectively, moving from pure research to market-driven applications."
"Führt eine automatische Alterserkennung für ChatGPT ein und nutzt fortschrittliche KI-Modelle wie GPT 5.2 für autonome Softwareentwicklung."
"Signed a $10 billion multi-year deal with Cerebrus for compute, demonstrating strategic diversification for inference workloads and aiming to decrease latency for customers."
"Deutliches Umsatzwachstum und strategische Ausrichtung auf Compute-Ressourcen sowie Schließung der Adoptionslücke; jedoch Konfrontation mit Klagen und Monetarisierungsherausforderungen."
"Wichtiger Dreijahresvertrag mit ServiceNow zur Integration von KI-Agenten, stärkt Liquidität und Marktzugang."
"Mentioned for developing frontier models like ChatGPT and GPT-5 that are leading in some areas, but also in the context of questions regarding their open-source model release strategy and potential 'gun-shy' behavior due to policy concerns."
"Wird als ein 2015 gegründetes Unternehmen mit massiver Umsatzsteigerung und hoher Bewertung genannt, das maßgeblich den KI-Sektor prägt und als potenzieller IPO-Kandidat gilt."
"OpenAI wird als treibende Kraft im KI-Markt (ChatGPT-Moment) und als Benchmark oder potenzieller Konkurrent für Startups genannt, was die Dynamik der Branche unterstreicht."
"Führend bei der Expansion in den Gesundheitsmarkt mittels KI, sucht gezielt Biowissenschaftler und entwickelt eigene Produkte für lukrative Märkte."
"Konfrontiert mit einer Milliardenklage von Elon Musk wegen angeblichen Abweichens vom gemeinnützigen Weg und der Einführung von Werbung in ChatGPT, was Bedenken hinsichtlich der Integrität von Antworten aufwirft."
"Acknowledged as an infrastructure layer and leading consumer app, but also noted as a potential competitor to application builders, creating a nuanced view."
"An early investor in Harvey, its models (GPT 3, API) were instrumental in Harvey's initial product, and its strong consumer brand is seen as a significant asset for future growth."
"Mentioned as a provider of foundational models (ChatGPT) and a reference point for Gen Z coding practices, indicating positive industry standing."
"Potenziell großer Deal mit Cerebras zur Sicherung von Rechenleistung, um Wettbewerbsvorteile zu halten, und Wiedereinstellen wichtiger Talente von Konkurrenten."
"Re-hiring key talent from a rival startup, maintaining strong models, and remaining a significant competitor in the AI landscape despite distribution challenges."
"Highly positive for its AI coding tools like Codecs and ChatGPT, empowering new ways of application development."
"Discussed in the context of its models being on par with others and its strategic shift towards enterprise applications, indicating a reactive rather than leading position in the commoditization discussion."
"Praised for effectively launching products and driving AI innovation, but faces public trust issues related to its transition from non-profit and leadership controversies."