I don't buy individual stocks.
But the day OpenAI goes public, I’m buying. Immediately.
Here’s why:
1. It's already mainstream.
→ 10% of the world's adult population now uses ChatGPT.
→ It reached 1/3 of Instagram users, in less than three years.
→ Over 70% of all GPT conversations are non-work related.
2. Massive room for growth.
→ The 18-25 age group sends nearly half of all messages.
→ Growth in developing countries is exploding.
3. It's becoming the "Everything App".
It isn't just a chatbot anymore. It's the gateway to the web:
→ Personal Assistant: ChatGPT
→ Entertainment and social networking: Sora
→ Browser: Atlas
→ Shopping: Instant Checkout
→ App Store: GPT Apps (essentially the new Apple App Store)
→ Messaging: Group Chats (just announced!)
4. Huge potential for monetisation.
Yes, it still burns billions.
But it's already at $13B+ annual revenue.
Facebook took years to even make a single dollar.
OpenAI did it on day one.
The path is clear:
→ Ads (huge opportunity).
→ Commissions from checkouts.
→ More tiered subscriptions (free with ads, Lite?, Plus, Pro, Enterprise, etc).
→ Massive B2B potential.
Meanwhile...
The other Big Tech giants are too large and slow to keep pace.
Yes, even Google.
Gemini is growing fast but its market share is still a fraction of ChatGPT.
Many are trapped in the innovator's dilemma.
OpenAI doesn't fear any dilemma.
It managed to disrupt the most powerful companies on earth right where they were strongest: AI & machine learning.
Nobody else has ever done that.
What else should I add?
