“`html
As of July 2025, OpenAI’s ChatGPT has achieved around 700 million users, representing 10% of the global population since its launch in November 2022. Despite concerns about its impact on Alphabet’s Google Search, the platform has seen a 27% revenue increase since Q4 2022, with a stock rise of approximately 150% since late November 2022.
OpenAI’s new social media app, Sora, released on September 30, 2023, allows users to create AI-generated short-form videos and saw one million downloads within five days. Analysts from MoffettNathanson express concern that Sora could divert attention from Meta Platforms (NASDAQ: META), potentially affecting its advertising growth.
Meta currently has nearly 3.5 billion users, significantly outpacing ChatGPT, and is expected to leverage its large user base to counter Sora’s impact. MoffettNathanson adjusted its price target for Meta down by $40 to $890 following Sora’s release, but still sees strong upside potential.
“`
