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OpenAI Is Preparing to File for an IPO Soon
151–160 of 426 posts
Re: OpenAI Is Preparing to File for an IPO Soon
#152Earlier quoted context omitted.
Since the source code leak of Claud Code, is there an actual believable moat whatsoever any longer? I’m not nearly an expert at any level, but it seems to me the models themselves are converging on “good enough” for coding, with the real differentiator being the harness and tooling. From a bystander and casual user perspective it all seems running as fast as it can to commoditization to me. I’m certainly the dumb mon…
The Claude Code client source was never their moat. There are plenty of other companies with equivalent tools (gemini cli, cursor cli, augment, codex, etc.) The models that it talks to are far more important. Not to say you're wrong about commoditization. I don't think these companies will be able to raise their prices and keep them there to make enough money to keep building models like they've been doing.
Re: OpenAI Is Preparing to File for an IPO Soon
#153Earlier quoted context omitted.
All that is a side show. What would you have done with the cash if you were right? Thats always the real story. My Aunt runs an accounting firm and is constantly moaning about the number of people who have over accumulated cash from IPOs and have no clue what to do with it all.
I would retire. If you have two million euros lying around, that would be life-changing money for me. I'd put everything into VWCE and then live off interest. I think I'd spend a year in Japan just to see what it's like, then travel around a few other countries, and finally settle somewhere back in Europe - buy a small house in the middle of nowhere, renovate it, and then smoke weed and play video games until the end…
Re: OpenAI Is Preparing to File for an IPO Soon
#154Now 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…
Re: OpenAI Is Preparing to File for an IPO Soon
#155How 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 pr…
Re: OpenAI Is Preparing to File for an IPO Soon
#156Cool does this mean they'll disclose their revenues and expenses in line with GAAP?
Re: OpenAI Is Preparing to File for an IPO Soon
#157What 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…
Tesla used to be a kind of “ethical” play. They made electric cars cool.
Re: OpenAI Is Preparing to File for an IPO Soon
#158Re: OpenAI Is Preparing to File for an IPO Soon
#159Now 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.
https://www.etfstream.com/articles/spacex-to-ipo-on-nasdaq-a...
Re: OpenAI Is Preparing to File for an IPO Soon
#160Earlier quoted context omitted.
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?
Whatever terms fancy you, the underlying reality remains the same.