According to @KobeissiLetter, a new map highlights OpenAI’s recent partnerships and claims the company is now worth over $500B while remaining controlled by a non-profit parent (source: @KobeissiLetter). OpenAI discloses that OpenAI Nonprofit controls OpenAI Global LLC, the capped-profit operating arm (source: OpenAI). Microsoft is identified by both companies as a strategic partner supplying cloud and supercomputing infrastructure alongside a scaled investment relationship since 2019 (source: Microsoft; OpenAI). Historically, AI headline momentum around ChatGPT/OpenAI coincided with outsized returns and higher turnover in AI-linked crypto tokens such as RNDR, FET, and AGIX in 2023, which traders monitor for narrative-driven moves (source: Kaiko Research; Binance Research). The post does not include individual deal terms or tickers, so immediate positioning depends on subsequent disclosures from involved companies (source: @KobeissiLetter).

According to @KobeissiLetter, venture capitalists have invested a record $192.7 billion into AI startups year-to-date 2025, source: @KobeissiLetter. This puts 2025 on track to be the first year where more than 50% of total VC dollars flow into AI, source: @KobeissiLetter. In the US, AI’s share of venture deals has surpassed 60% over the last 12 months and has tripled since 2020, source: @KobeissiLetter. Overall VC funding has reached $366.8 billion YTD, with $250.2 billion from the US, source: @KobeissiLetter. For trading, record AI funding supports risk-on momentum in AI-exposed equities and can catalyze flows into AI narrative crypto tokens during headline-driven sessions, as the growing share of VC to AI strengthens the sector’s macro narrative, source: @KobeissiLetter.