Demonstration entry — illustrative company profile, not an actual holding
Portfolio company
OpenAI
Frontier intelligence as infrastructure.
Building frontier models and the developer platform around them, with distribution into consumer and enterprise workloads that compounds with each capability step.
- Investment stage
- Growth
- Sector
- AI
- Initial investment
- 2022
- Status
- Active
- Headquarters
- San Francisco, United States
Frontier artificial intelligence research and products.
Building frontier models and the developer platform around them, with distribution into consumer and enterprise workloads that compounds with each capability step.
Leadership
Proven execution and a rapidly advancing roadmap.
Global markets
Enormous addressable markets across multiple sectors.
Defensible position
Technological, scale and operational advantages.
Long-term upside
Multiple potential value drivers beyond current markets.
Launch systems
Ground infrastructure
Beyond Earth
- 8
- Model generations shipped
- Global
- Developer platform
- Accelerating
- Enterprise adoption
- Leading
- Category position
Illustrative figures — public disclosure only
- Core market
- Adjacent
- New categories
- 01Capability frontier and inference economics
- 02Developer ecosystem lock-in
- 03Enterprise distribution
- 04Safety and governance credibility
- 05Compute partnerships
- 2022
Developer platform scale
- 2023
Enterprise adoption
- 2024
Multimodal capability
- 2025
Agentic workloads
18 SEP 2026
Enterprise platform expansion
New deployment options for regulated industries.
04 SEP 2026
Reasoning cost curve improves
Lower cost per unit of work across core tasks.