OpenAI is the third-most-valuable private company, with a valuation of $300 billion as of March 2025. JPMorgan has begun coverage on OpenAI, noting its unique advantages and potential challenges. The firm highlights a $700 billion total addressable market by 2030 due to OpenAI's brand and consumer focus. Internal strategy documents indicate that OpenAI aims to make ChatGPT a central interface for internet interaction, similar to JPMorgan's assessment of transforming human-machine engagement, with potential for a substantial market cap.
OpenAI is the world's third-most-valuable private company, valued at $300 billion in its latest fundraise in March 2025, with risks to its business model broadening.
JPMorgan initiates coverage on OpenAI, highlighting its early advantage, unrivaled brand, consumer focus, and potential to unlock a $700 billion total addressable market by 2030.
The research examines OpenAI's challenges in the marketplace and its future investment value while revealing insights from an internal strategy memo regarding ChatGPT's role.
OpenAI's management envisions transforming human-machine interactions, aiming to make ChatGPT the interface to the internet and potentially achieving a market cap of $1 trillion.
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