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 Charlie Bilello, OpenAI’s private valuation has reached about $500 billion (source: Charlie Bilello, X post on Oct 3, 2025). He adds that at this size, if OpenAI were public, it would be the 16th largest company in the S&P 500 by market capitalization (source: Charlie Bilello, X post on Oct 3, 2025). Bilello also notes the company’s valuation has expanded from roughly $28 billion to $500 billion in about two and a half years (source: Charlie Bilello, X post on Oct 3, 2025). For traders, these figures provide a high-profile benchmark for relative-value and sentiment checks across AI-exposed equities and AI-linked crypto narratives, grounded in the valuation numbers reported here (source for figures: Charlie Bilello, X post on Oct 3, 2025).