A new tech giant is emerging
The successful public launch of OpenAI’s products has created a loyal following and provides a first-mover advantage. Currently, OpenAI’s Serviceable Available market is valued at USD 40.2 billion, while its Serviceable Obtainable Market is valued at USD 8.4 billion.
Despite competition from Google’s Bard and Anthropic AI’s Claude, OpenAI has already managed to develop a set of competitive advantages to protect itself from the new entrants. One of such advantages is the learning curve: OpenAI, released as a mass-market product has discovered hundreds of AI use-cases, currently not known to its more narrowly-focused competition, which can be further secured by patents. The other competitive advantages are focused on increasing the switching costs through the habit formation and integrations.
With the release of GPT-4, ChatGPT transcends both in terms of the amount of data points it is trained on: 100 trillion versus 52 billion and 1.56 trillion, respectively. For 2023, we predict the Total Addressable Market to be USD 26.2 billion and the Serviceable Addressable Market to be USD 2 billion.
Overall, the AI sector was already valued at USD 120 billion, but with the arrival of OpenAI, this number will be surpassed. By 2024, OpenAI’s executives and other leading analysts forecast that OpenAI alone will generate USD 1 billion in revenue.
Moonshot is pleased to present an exclusive opportunity to access investment in OpenAI in Switzerland. By leveraging a modern investment structure, we offer a modest minimum investment that allows almost anyone to benefit from the enormous potential of generative AI and the company itself. Given the company's outstanding performance, we estimate that its valuation will increase up to 6.8 times over the next 5 years.