OpenAI Lead Compounds

ChatGPT’s larger U.S. paid base becomes self-reinforcing as consumers standardize on it for agents, search-like tasks, and productivity. The $500 plan remains niche, but the broader subscription funnel gives OpenAI more usage data, developer attention, and pricing power than Claude or Gemini.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.