OpenAI raises $8.3B at $300B valuation

Post by zulban » Sat, Aug 02, 2025, 3:14 PM UTC

widdershins wrote: post #244

zulban wrote: post #234

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> Even if they do make that breakthrough I don't see how that will equate to that kind of valuation The superintelligence breakthrough..? I don't think you realize what that word means. Every single white collar job could be automated immediately with a worker better than any human. Yes, superintelligence sounds fantastical because it is. Try to have some imagination. It's worth far more than 300 billion. Whether the…

Yeah, but at that point is the company that developed the superintellegence really relevant any more? Doesn't the superintellegence take over and capture all the value for itself? If the concept of 'value' even has the same meaning any more. In truth at that point the foundations of our economic system have been profoundly reconfigured. Your VC investments may be completely irrelevant.

Post by CharlieDigital » Sat, Aug 02, 2025, 3:43 PM UTC

minraws wrote: post #187

lelanthran wrote: post #81

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Firstly, the $200/m plan is at a loss, they'll make a profit on PAYG tokens, not plans. Secondly, this is looking very risky: they are at the bottom of the value chain and eventually they'll be running on razor thin margins like all actors who are at the bottom of the value chain. Anything they can offer is doable by their competitors (in Google's case, they can even do it cheaper due to ow ing the vertical which Ope…

I don't think they are at the bottom and that's the issue. Nvidia is at the bottom or if we get charitable cloud providers. They are the ones who would have the margins, from their rent seeking. And to be frank other than consumers everyone else is at the fucking bottom.. Getting squeezed for user acquisition when the margins of the old and cheap internet software service don't exist.

Post by dragonwriter » Sat, Aug 02, 2025, 5:34 PM UTC

jocaal wrote: post #274

_fat_santa wrote: post #52

Given their current product offerings, I really don't see a way they could ever justify a $300B valuation unless they get everyone on the planet to subscribe to their $200/month plan. I'm calling it now: investors are gonna get burned hard on this one. Cause right now all they have is "well we are working on superintelligence" and to that I say "great, then what?". Even if they do make that breakthrough I don't see h…

L comment. If every person on the planet subscribed to the $200pm product, OpenAI's revenue would be 16.8 trillion dollars (used 7bn people x $2400pa). Would be hilarious for a company making that type of revenue to be only worth 300bn. Let's look at it from another perspective. It's not uncommon for tech companies to be valued at around a PE ratio of 30. This would mean a company worth 300bn should make about 10bn i…

Post by moralestapia » Sat, Aug 02, 2025, 6:45 PM UTC

vickychijwani wrote: post #266

moralestapia wrote: post #259

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Which ones, so I can acquire them.

Just holding Nasdaq 100 ETFs is enough? People get impressed by "doubled my money" but forget that the most important question is - how much time did it take? Even a super safe asset with 3% returns will double your money... in 24 years.

Post by gedy » Sat, Aug 02, 2025, 7:27 PM UTC

mlboss wrote: post #183

nzealand wrote: post #99

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The real revenue opportunity for OpenAI is advertising. More than 25% of Americans use ChatGPT instead of Google, and OpenAI has already announced partnership with Shopify to directly list products. But for now they are focused on market share. Google does not really own the complete AI stack, NVDA is extracting a lot of the value there. Google has two other impediments to doing what ChatGPT does. Googles entire busi…

I would argue that Google is even better place for advertising. All they need to do is enable advertising in Gemini. There is a whole ecosystem already in place for Google advertising.