Reported slip to 2027 chasing a ~$1T valuation; Altman rejecting a lower price. Track confirmed timing, valuation target, and macro/AI-stock spillover (SoftBank fell ~12% on the report).
Nubank’s David Velez and BNY’s Robin Vince joined OpenAI’s boards —
Vince chairs the audit committee; financial-governance buildout ahead of
an expected listing.
(CNBC) ⟨daily 2026-07-21⟩
← Backstory
2026-07-02 — Slip reported
IPO reportedly slipped to 2027 chasing ~$1T; SoftBank fell ~12% on
the report. ⟨seed 2026-07-22⟩
2026-06-27 — Thread opened
Coverage-critic gap — The Neuron/CNBC carried the delay; we had no
capital-markets signal. ⟨seed 2026-07-22⟩
