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OpenAI Is Preparing to File for an IPO Soon

wsj.com

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Re: OpenAI Is Preparing to File for an IPO Soon

#241

Post by pjc50 »

juleiie wrote: post #140
sentientslug wrote: post #86

Earlier quoted context omitted.

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 ou…

Ah, the old trick: "I would simply pick the good stocks".

Re: OpenAI Is Preparing to File for an IPO Soon

#242

Post by staticman2 »

0xDEAFBEAD wrote: post #217
aurareturn wrote: post #143

Earlier quoted context omitted.

I think it's because the private market can't possibly go any higher. OpenAI is already valued at around $1 trillion and just raised $122b. The only next step is the public market.

>the private market can't possibly go any higher Can public markets go higher? Shiller P/E is closing in on the peak of the dot-com bubble: https://www.multpl.com/shiller-pe This is already close to being the frothiest market in US history. Consider two competing forecasts for AI: it's a "normal technology", or it will be superintelligent. If it's a "normal technology", where's the moat? Why won't this turn into a bo…

> Can public markets go higher? Shiller P/E is closing in on the peak of the dot-com bubble:

Shiller PE is near 44. Japan had an equivalent price to earnings ratio of over 70 during their 1989 bubble.

Re: OpenAI Is Preparing to File for an IPO Soon

#243

Post by zipy124 »

0xDEAFBEAD wrote: post #217
aurareturn wrote: post #143

Earlier quoted context omitted.

I think it's because the private market can't possibly go any higher. OpenAI is already valued at around $1 trillion and just raised $122b. The only next step is the public market.

>the private market can't possibly go any higher Can public markets go higher? Shiller P/E is closing in on the peak of the dot-com bubble: https://www.multpl.com/shiller-pe This is already close to being the frothiest market in US history. Consider two competing forecasts for AI: it's a "normal technology", or it will be superintelligent. If it's a "normal technology", where's the moat? Why won't this turn into a bo…

P/E is not an indicator of available to deployed capital. Just in the EU alone there is about €12 trillion in bank deposits which could be invested. There is no lack of liquid capital to be invested.

Re: OpenAI Is Preparing to File for an IPO Soon

#244

Post by [deleted] »

nujabe wrote: post #102
wg0 wrote: post #99

If you're an investor you should try Deepseekv4 before you put your hard earned money in this gambling spree. Context - Deepseekv4 is freely available to download you can host your own and sell it keeping the proceeds and it rivals Claude Opus 4.7. "Thank you for your attention to this matter"

Isn’t knowing how to scale and optimize llm traffic the main barrier ?

[deleted]

Re: OpenAI Is Preparing to File for an IPO Soon

#246

Post by 0xDEAFBEAD »

pjc50 wrote: post #239
0xDEAFBEAD wrote: post #211

Earlier quoted context omitted.

I still think NVIDIA is a bad bet--where is their moat in the long term? Doesn't the sort of work NVIDIA engineers do look vulnerable to AI-assisted automation? NVIDIA engineers code against a well-defined test suite/specification, right?

AMD should have been ideally placed to compete with them, and haven't. > NVIDIA engineers code against a well-defined test suite/specification, right? The spec is the value. And the patents.

I admit I'm not too knowledgeable about the semiconductor industry. But it seems to me that there two likely scenarios: AI Bear or AI Bull.

In the AI Bear scenario, NVIDIA is obviously overvalued.

In the AI Bull scenario, we get full automation of software engineering. With "just a few clicks", an AMD employee can extract and replicate whatever subset of the spec is needed for AI workloads. Didn't the Google vs Oracle case find that copying an API can be fair use? And NVIDIA's patents haven't stopped Google from training on TPUs have they?

Re: OpenAI Is Preparing to File for an IPO Soon

#247

Post by AlecSchueler »

amanaplanacanal wrote: post #199
AlecSchueler wrote: post #188

Earlier quoted context omitted.

> "Developing nations" if you will I wouldn't, I'm not sure which nations are developing or that they're developing into. Aren't we all developing all the time? > Whatever terms fancy you, the underlying reality remains the same. That's great, could you just explain the underlying reality without the loaded terms then?

People usually use the term for poorer countries, as opposed to the rich ones. Originally third world meant those not aligned with the USSR or NATO, I believe.

I get the meaning of "third world" but the USSR hasn't existed for decades, is China the modern equivalent? And it wasn't made clear why a neutral country like Switzerland would be expected to be highly corrupt while Russia would be low in corruption. Or indeed why Switzerland would be seen as a country in the process of becoming financially rich.

Re: OpenAI Is Preparing to File for an IPO Soon

#248

Post by 0xDEAFBEAD »

staticman2 wrote: post #242
0xDEAFBEAD wrote: post #217

Earlier quoted context omitted.

>the private market can't possibly go any higher Can public markets go higher? Shiller P/E is closing in on the peak of the dot-com bubble: https://www.multpl.com/shiller-pe This is already close to being the frothiest market in US history. Consider two competing forecasts for AI: it's a "normal technology", or it will be superintelligent. If it's a "normal technology", where's the moat? Why won't this turn into a bo…

> Can public markets go higher? Shiller P/E is closing in on the peak of the dot-com bubble: Shiller PE is near 44. Japan had an equivalent price to earnings ratio of over 70 during their 1989 bubble.

Hm, wasn't Japan's bubble in part due to easy credit? Are we going to see easy credit in the US given recent memories of inflation?

Re: OpenAI Is Preparing to File for an IPO Soon

#249

Post by Spooky23 »

epolanski wrote: post #201
aurareturn wrote: post #143

Earlier quoted context omitted.

I think it's because the private market can't possibly go any higher. OpenAI is already valued at around $1 trillion and just raised $122b. The only next step is the public market.

Meanwhile Chinese AI companies outputting open weight models nearly as good are valued in the low single digit billions. Go figure.

They are dirty communists.

We prefer red blooded American scam artists here, buddy. Hell, Elon probably found some bullshit way to recognize Chinese AI as Twitter revenue, used to buy cyberattacks to sell to SpaceX.

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