I can't wait to invest an OpenAI and lose all my retirement fund.
OpenAI Is Preparing to File for an IPO Soon
81–90 of 426 posts
Re: OpenAI Is Preparing to File for an IPO Soon
#82Cool so will they release revenue and expense numbers in line with GAAP?
Re: OpenAI Is Preparing to File for an IPO Soon
#83What is the advice from the internet? Did you invest in Tesla and now invest in Open AI because who cares about ethics if you can make money? Anthropic has the obviously the better product and were seemingly ethically better until they burnt their developer goodwill and started accepting Musk infrastructure. But does having a better product actually translate to making more money? Should I just lay down and die becau…
>Anthropic has the obviously the better product According to what metrics does Anthropic have the better product?
Reported number of business users, although as with all these metrics I feel obligated to emphasize the caveat that most analysis of the AI labs' finances is speculative. OpenAI remains dominant in the consumer chatbot space, but that's so obviously going to be commoditized that I don't think it matters.
Re: OpenAI Is Preparing to File for an IPO Soon
#84How does a company even consider this while the CFO is privately saying the books / revenue accounting are not ready for public scrutiny? Edit: Or has so much somehow changed in two weeks that it’s no longer necessary to wait until next year?
I believe, but could be wrong, is that the big change is the time frame for index and managed funds buy in. It used to be a year, but it's much shorter now, like 2 weeks. Which means as long as they can maintain a high market cap relative to their exchange for that time period they will be stabilized by institutional funds and basically crowd sourcing any losses to the public and massively cashing out the internal pre-ipo investors.
At least that's my understanding of the current market dynamics regarding IPOS, if I'm wrong that would be great, and if someone else would explain it even better.
Re: OpenAI Is Preparing to File for an IPO Soon
#85How does a company even consider this while the CFO is privately saying the books / revenue accounting are not ready for public scrutiny? Edit: Or has so much somehow changed in two weeks that it’s no longer necessary to wait until next year?
I'm guessing they had a significant revenue spike from gpt 5.4 and gpt 5.5 being so good at coding, and hiccups at anthropic making it easier for programmers to try the models.
Re: OpenAI Is Preparing to File for an IPO Soon
#86Soon to be part of your portfolio if you hold Nasdaq 100 or S&P 500 trackers line QQQ or SPY.
ETFs are a trap. Put most of your money in single stocks. It is ok to diversify, you don't need an ETF for this.
This is terrible advice, are you buying and self balancing hundreds of different stocks?
Re: OpenAI Is Preparing to File for an IPO Soon
#87I'll believe it when I see it. Anthropic or OpenAI IPOing is literally signing their own death certificate. The valuation will go to zero as soon as they have to submit actual numbers instead of the salad of bullshit they usually serve investors.
Market can stay irrational longer than..
Re: OpenAI Is Preparing to File for an IPO Soon
#88Trying to get your money out while there's still time! Quickly now!
Re: OpenAI Is Preparing to File for an IPO Soon
#89Any early guesses on end of first day market cap? I'm going to guess $2.5 trillion which is about 2.5x their current valuation. I think the hype is going to be immense.
I’d take the Kalshi bet for far less than 2.5tn
Re: OpenAI Is Preparing to File for an IPO Soon
#90Soon to be part of your portfolio if you hold Nasdaq 100 or S&P 500 trackers line QQQ or SPY.
Upside of robo advisors?