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OpenAI raises $110B on $730B pre-money valuation
101–110 of 620 posts
Re: OpenAI raises $110B on $730B pre-money valuation
#102$110B at $840B post-money valuation for OpenAI vs $30B at $380B post-money for Anthropic announced two weeks ago This does not increase my confidence in OpenAI's future
Well Anthropic has said (a fairly weak but clear) no to DoW, I wonder who will say yes?
Re: OpenAI raises $110B on $730B pre-money valuation
#103Earlier quoted context omitted.
So basically, Amazon is buying into the IPO at an early price. Maybe this is the time to divest from MSCI world. I don’t want to be the bag holder in the world’s largest pump and dump. It can both be true at the same time: That AI is going to disrupt our world and that Open AI does not have a business model that supports its valuation.
Tesla is a car company with relatively small, and shrinking, sales, that is worth $1.5T on the promise of [Elons_Promise_of_the_Month]
You forgot to mention they solved vision based autonomous driving, but I guess that doesn’t matter if Elon = bad
Re: OpenAI raises $110B on $730B pre-money valuation
#104Earlier quoted context omitted.
So basically, Amazon is buying into the IPO at an early price. Maybe this is the time to divest from MSCI world. I don’t want to be the bag holder in the world’s largest pump and dump. It can both be true at the same time: That AI is going to disrupt our world and that Open AI does not have a business model that supports its valuation.
Did it ever occur to you that an entire generation of developers are going to retire in less than 20 years? They are betting that the software industry will be autonomous. Really, think of our industry like AUV phenomena. We’re the drivers that are about to be shown the door, that’s the bet. World will still need software, lots of it. Their valuation is based on an entire developer-less future world (no labor costs).
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Re: OpenAI raises $110B on $730B pre-money valuation
#105$110B at $840B post-money valuation for OpenAI vs $30B at $380B post-money for Anthropic announced two weeks ago This does not increase my confidence in OpenAI's future
Well Anthropic has said (a fairly weak but clear) no to DoW, I wonder who will say yes?
https://www.axios.com/2026/02/27/altman-openai-anthropic-pen...
> Sam Altman says OpenAI shares Anthropic's red lines in Pentagon fight
90% chance it's all PR but who knows
Re: OpenAI raises $110B on $730B pre-money valuation
#106Earlier quoted context omitted.
Tesla is a car company with relatively small, and shrinking, sales, that is worth $1.5T on the promise of [Elons_Promise_of_the_Month]
You forgot to mention they solved vision based autonomous driving, but I guess that doesn’t matter if Elon = bad
SAE level 2 driver assistance is explicitly not autonomous driving.
Re: OpenAI raises $110B on $730B pre-money valuation
#107Only $730B? Why stop there? As long as we're making stuff up, let's go big. What about $10T?
Remember when it was a huge milestone when gigantic companies like Apple and Microsoft were striving to be the first $1T company backed with decades of building actual businesses with actual profit?
Good times.
Re: OpenAI raises $110B on $730B pre-money valuation
#108There's this saying that if you owe the bank a million dollars, you have a big problem, but if you owe the bank 100 million dollars, the bank has a big problem.
Is the same thing true for corporations? At some point the numbers are so wild the entire economy must help you succeed? I don't mean "too big to fail" exactly, more like "so big eventual success is guaranteed at all costs"
Re: OpenAI raises $110B on $730B pre-money valuation
#109Earlier quoted context omitted.
Tesla is a car company with relatively small, and shrinking, sales, that is worth $1.5T on the promise of [Elons_Promise_of_the_Month]
You forgot to mention they solved vision based autonomous driving, but I guess that doesn’t matter if Elon = bad
Huh? They did not "solve" vision based driving.
Re: OpenAI raises $110B on $730B pre-money valuation
#110> The Information had previously reported that $35 billion of Amazon’s investment could be contingent on the company either achieving AGI or making its IPO by the end of the year. OpenAI’s announcement confirms the funding split, but says only that the additional $35 billion will arrive “in the coming months when certain conditions are met.” Incredible.
Hopefully Microsoft is selling parts of their share of this trash into these funding rounds...