In detail
- Original target: Q3/Q4 2026; advisors recommend shift to 2027.
- Altman rejects valuations below $1 trillion as a "nonstarter"; last private valuation: $730 billion.
- Reasons for delay: volatile tech markets, SpaceX stock fell from $202 to $153 after record IPO.
- OpenAI scaling B2B: Codex coding tool now has over 4 million weekly users worldwide (5x growth in 3 months).
Why it matters
A delayed IPO means OpenAI remains private and is shifting strategy toward profitability and B2B revenue. This could stabilize or raise API access prices—relevant if you use OpenAI services.
For you Review your OpenAI dependency: if OpenAI stays private longer, pricing and availability may shift; diversify your AI providers.