OPENAI OpenAI (private)
Depreciation Integrity 51
Capex-vs-Demand Gap 85
Insider-Selling Intensity 17
Financing Opacity / Circular Leverage 92
Energy & Diminishing Returns 65
Organic End-User Demand 40
Convergence Flag: ACTIVE
RED: Indicator 2 (burn vs. revenue: −160% operating margin, $20.92B loss), Indicator 4 (circular financing: the most structurally documented circular loop in AI). AMBER–RED: Indicator 5 (inference costs growing with model complexity). AMBER: Indicator 1 (gross margin improving but compute-cost circularity is unresolved). GREEN–AMBER: Indicator 6 (demand is real and documented, but sustainabilit...
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Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

Status:1Verified sheet
Latest valuation:$852BVerified sheet
Total funding raised:$180BVerified sheet
Headcount:~5,000Verified sheet