OpenAI is now valued at $852 billion — that’s about five Disneys

The company just closed out the biggest funding round in Silicon Valley history, raising $122 billion.

Imagine what it could have been worth if it hadn’t shut down Sora!

OpenAI, the behemoth behind ChatGPT and still very much the cash-burning mass at the center of the AI universe, just closed out the biggest funding round in Silicon Valley history, raising a total of $122 billion and taking its current valuation to a genuinely staggering $852 billion.

The vast majority of the latest round comes from just three companies — Nvidia and SoftBank stumped up $30 billion apiece, while Amazon chipped in (a very much conditional) $50 billion — with the remainder made up of smaller sums from Andreessen Horowitz, MGX, and a host of other investors, per Bloomberg reporting.

Sam Altman’s company is now expected to IPO before the end of the year, according to reports, and the latest raise puts it well ahead of competitor of Anthropic, which makes the Claude suite of products and raised a somewhat-paltry-by-comparison $30 billion last month at a $380 billion valuation.

With its new jaw-dropping valuation, OpenAI is also now worth a great deal more than some of the biggest names in US business history.

OpenAI 2026 valuation chart — Sherwood News

All told, the AI giant is now valued at roughly the same as McDonald's ($221 billion), Disney ($171 billion), Boeing ($156 billion), Uber ($147 billion), Spotify ($100 billion), and Ford ($46 billion)... combined.

Considering the insane deals the company has struck as of late, it shouldn't find it too difficult to part ways with its newly raised capital.

Claire Yubin Oh

waymo’s world

3/30/26

Waymo’s now serving more than 500,000 paid robotaxi rides every week

The Alphabet-owned company grew its ridership more than tenfold in less than two years.

Waymo Self-Driving Electric Car Sighted In London

Jon Keegan3/27/26

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

Rani Molla3/27/26

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

Exclusive | The SpaceX IPO Will Be Just as Unconventional as Musk Himself

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

Rani Molla3/26/26

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

Jon Keegan3/26/26