For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Thesis
OpenAI develops frontier foundation models and distributes them through ChatGPT and an API platform. It sits at the center of the AI wave as both a research lab and a large-scale consumer and developer product.
Catalysts
- Frontier model releases and capability gains
- Enterprise and API platform monetization
- Compute-capacity commitments supporting model scaling