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OpenAI Is Preparing to File for an IPO Soon

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Re: OpenAI Is Preparing to File for an IPO Soon

#131
post #75

How 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?

These companies are burning enough cash that they will need to be public. We’re about to have 3 of the worlds’s largest corporations be massively in the red.

Don't worry - they'll make it up with volume!

Re: OpenAI Is Preparing to File for an IPO Soon

#132
post #113

Earlier quoted context omitted.

Do you have a source for that claim?

Hmm, it looks like if their revenue doubles to ~$10B and their expenses don't, they stand to gain a very sweet ~$500M. https://www.reuters.com/business/anthropic-nears-first-quart... That being said, it does look like it's being partially subsidized by Elon burning lots of money. We'll see if he can keep it up or if it will be left behind as hardware evolves.

> its June quarter sales could reach at least $10.9 billion

It COULD reach $10.9 billion. It COULD also completely shit itself and go bust. We'll just all have a fun time finding out together, won't we, investors?

Re: OpenAI Is Preparing to File for an IPO Soon

#133

>Anthropic is currently in talks with investors to raise money at a $900 billion valuation, which would push it ahead of OpenAI. How you go from 380 to 900 billions in a month, I am very curious? So now Anthropic is evaluated 900 billions! Journalism this days is worse than my kids social media channel. Totally, I believe you, go for it, is just one more zero bro. Everyone Brace for Impact. Let´s do it also, Breaking…

> How you go from 380 to 900 billions in a month, I am very curious? Mythos Marketing.

Well having "Mythos" at our offices (maybe not so good but 90% or maybe even better) would it be worth 1 Billion, Just saying!

Re: OpenAI Is Preparing to File for an IPO Soon

#134
post #104

Now everyone is on the hook for this overpriced unprofitable monstrosity vis a vis pension and index funds. How much longer for the coming economic collapse…

It should still take a year until it's added to the indices, no? At least that's how I understood the SpaceX case: Elon wanted to rush it and get it done in 6 months. So there's still hope that the bubble pops before the funds are poisoned.

lol, they reduced the wait time drastically last year I think it's a few weeks now.

Re: OpenAI Is Preparing to File for an IPO Soon

#135

Soon to be part of your portfolio if you hold Nasdaq 100 or S&P 500 trackers line QQQ or SPY.

Collectively, Alphabet (Google), Amazon, Microsoft, and Nvidia already own approximately 25 - 35% of OpenAI and Anthropic respectively. They already are a part of your portfolio.

This kind of indirect exposure might look good on paper but it's never even remotely a linear mapping in practice. Holding the underlying directly is the best bet if you want to minimize the possibility of getting screwed over by external factors while maximizing your practical exposure. It really sucks to be right and still get punished for it because Xbox or windows shit the bed last quarter.

Re: OpenAI Is Preparing to File for an IPO Soon

#138
post #97

How 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?

Current administration might rig the rules to take the credit of AI boom. Even third world doesn't have this much shameless and corrupt regime as much as this one is.

What is the third world in 2026?

Re: OpenAI Is Preparing to File for an IPO Soon

#139

Earlier quoted context omitted.

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.

> It is ok to diversify Nay, it is not just “ok”. It is imperative that you diversify if you want a strong and resilient portfolio.

Oops wrong comment

Re: OpenAI Is Preparing to File for an IPO Soon

#140

Earlier quoted context omitted.

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?

It is very true what they said. In an ETF you get both bad stocks and good. You have no choice. If you diversify manually you can pick and choose only the crème de la creme But… people love to be lazy or just aren’t knowledgeable enough to pick their stocks themselves and thus it is safer for them to just stick to broad strokes of an index fund. For starters as basic portfolio, you could 1:1 an index fund but take out all the garbage from it and keep only the strong, bright future companies.

ETF are just noob introduction to the stock market and great one at that but to maximize returns you want to be more specific and intentional about your picks.

Where etfs are great even after you learn a lot, is exposure to whole sectors of the industry. That’s how I treat them: one - etf - an index of how a particular industry fares.

Source: I basically live solely from investments at 30

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