Hoping SoftBank gets a return but I fear it’s too large a round too late in OpenAI’s lifecycle.
Maybe I lack vision. What would it take for OpenAI to join the ranks of trillion dollar companies?
Maybe I lack vision. What would it take for OpenAI to join the ranks of trillion dollar companies?
Openai would need 15 Billion in profit of 15 billion per year for a P/E of 20 with zero risk, or a 10% chance of 150 Billion profits per year.
Alphabet is about 100B earnings per year. Do you think Open AI has a 10% chance of being bigger than google? it doesnt have a moat, but I guess google doesnt either, it just dominates its market.
Some kind of market advantage at the dominant price point?
Investors are blindly banking on everyone perpetually going to the theater to see the talkies and missing the vision that we'll all have TVs shortly thereafter...